Wills

Record the location of wills held on behalf of a client and track their whereabouts in your practice.

Use this section whenever you need to record and track the whereabouts of wills in your practice. Wills are documents in which a person specifies the method to be applied in the management and distribution of their estate after their death.

Information about wills is stored in the Client Details and the Matter Details screens, such as their current location (e.g. store room, etc.), related documents and notes, and the associated contact(s). The different types of locations are maintained centrally in Utilities, so they can be easily selected when adding wills.

Important There can only be one current will recorded on the system. Entering a new will for a client automatically versions the previous entry and makes the new will the current version. See Will versions.

In this section:

• Add wills to a client or matter
• Add general details to wills
• Add contacts to wills

• View will documents
• Add notes to wills
• Search for wills
• Will search fields
• Working with wills