Tracking and monitoring the Wills, Deeds and Investments stored by a firm can be a very time consuming task if performed manually. Recognising this fact, Mountain Software has produced a suite of modules to allow firms to efficiently administer the recording of this information.

Overview

These add-on modules, which are available both individually and as a complete suite, integrate with the Practice Management System at client detail level. When the user wishes to add a record, the client level details are drawn through from the Practice Management System at the touch of a button, negating the need to duplicate data entry. Once stored, the details of the number of Wills, Deeds and Investments held by the firm are made available through the client screen.

The ability to be able to manage, for example, the wills held, is an enormously powerful tool to help ensure that a firm can offer excellent client service and gain repeat business. These modules enable firms, for example, to write to all of their clients that do not have a will via the mail merge facility, or to write to the clients whose wills they hold when there is a change in legislation that will affect them or their children or other potential beneficiaries.

The system also includes a useful tracking system, which allows the firm to record when a document is removed from storage and by whom.

All of the three modules feature a user definable report writing package.

Wills

• Testator and Executor details
• Previous Will and Codicil dates
• Estate Value and Valuation dates
• Dependant listings
• Remover details
• Extensive Notes field

Above and beyond the core functionality, the system comes with Will writing capabilities that use the firm's standard copy.

Deeds

The Deeds system provides the firm with a detailed log of all deeds and instruments held by the firm on behalf of the client.

Investments

The investments' recording system stores details about the Investment type (from a user definable list) and a description. Purchase details including the date of purchase/sale and purchase/base price can also be recorded.

By using this suite of modules, firms will be able to efficiently track and record the status of these important documents.