For executors, administrators & counsel

Overview

Professionals should register firm contacts so the registry can validate outbound communications and avoid phishing.

Keep client references out of public support tickets; use secure case messaging when available.

Delegated authority

Associates acting for a named executor should upload current authorization documents and maintain them when representation ends.

What’s included

What this topic usually covers in registry practice. Your notice or counsel may specify additional steps.

• check_circle Organization accounts where offered
• check_circle Consistent mapping between court case numbers and registry IDs
• check_circle Downloadable determination notices for client files
• check_circle Escalation paths for data corrections
• check_circle Coordination with certified copy fulfillment
• check_circle Privacy obligations when staff change roles

How it works

Typical steps from first contact through registry action. Timing varies by matter.

1. 1

   Open organization profile

   Submit accreditation details if required in your region.

2. 2

   Link matters

   Associate registry cases with your internal matter numbers.

3. 3

   Monitor deadlines

   Use status alerts and calendar exports where provided.

4. 4

   Close access

   Revoke staff access when files close or staff depart.

Ideal for

Industries and use cases where this service usually delivers the best fit.