Wills register
Find any will. Without unsealing the safe.
Wills in safe custody is high-trust work and high-frequency at the moment of death — when a family member rings the firm at eight in the evening. Marco Reid keeps a searchable, encrypted register so the partner on call can confirm what the firm holds and where it is, in seconds.
The register.
Searchable register
Find a will by testator name, date of birth, will date, or storage reference. Even the partner who took instructions ten years ago can be retired.
Storage tracking
Where the will lives. Safe Custody, Off-site Vault, Client Held. Reference number per location. No more 'we think it's in the green safe.'
Supersession chain
Each new will marks the prior one superseded automatically. Read the chronology of every testator's testamentary plan in one view.
Executors and beneficiaries summary
Top-line structured data so you can answer 'who are the executors?' without unsealing the document. The full will stays encrypted at rest.
Cross-links to matters
Estate-administration matters opened on the testator's death surface the will register record automatically. No hunt.
Annual review prompts
Wills more than seven years old surface for an annual review prompt. The dashboard tells the partner which clients to call this month.
Privacy and storage.
The will document itself is held encrypted at rest in your firm's data-residency region. Only the testator and the partner of record can open it. The register surfaces only the metadata needed to find and identify the will, never the substantive contents.
See the data-residency page for where your firm's wills are physically stored.