How do I delete someone from the People Library?

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Introduction
If you need to remove someone from your People Library, this article explains how to delete their profile and what happens after you do.

Steps to delete someone from the People Library

  1. Click the drop-down menu next to your name in the top right, then select People Library.

  2. Click on My People.

  3. Find the person you want to remove.

  4. Click Delete.

  5. Confirm the deletion when prompted.

Once confirmed, that person will be permanently removed from your People Library.

Important before you delete

  • If this person is assigned to a trust, will, or document, you may need to remove or replace them in those sections first.

  • Deleting someone from the People Library may also remove them from linked roles (such as trustee, beneficiary, guardian, or executor).

  • This action cannot be undone.

Take a moment to review where the person is used before deleting them.

Troubleshooting

I don’t see the delete option.
The person may still be assigned to a role in your documents. Remove them from those roles first, then try again.

The system won’t let me delete the person.
Make sure all linked assignments have been cleared.

I deleted someone by mistake.
You’ll need to manually re-enter their information. Deleted profiles cannot be restored.