When filling out your Must Have Documents, you may need to select someone from your Library to serve in an important role (such as executor, trustee, or healthcare agent).
If you don’t see the person you’re looking for, there are two possible reasons:
1. They are not permitted in this role
Each role in your documents has specific requirements. If someone in your Library does not meet those requirements, they won’t appear as an available option.
You can review the paragraph on the page describing the role to understand the qualifications.
You’ll also see details in the information box on the right side of the page explaining who can and cannot serve in this role.
2. They are already added
If you have already assigned someone to the role, they won’t appear in the dropdown list again. Instead, you’ll see their profile image and name displayed under the “Add” button.