LEAP users can now take advantage of LEAP’s integration with InfoTrack’s Will Register. Complimentary for all LEAP users, the Will Register makes it easier to navigate wills and probate matters.
Accessible directly from the LEAP Marketplace, the Will Register allows you to sync selected LEAP matters to the registry. Information synced to the registry includes your client’s details such as their name and date of birth as well as any wills you hold for them. The register, however, does not hold copies of wills or any testamentary documents to ensure the privacy of your client.
Once your selected matters have synced to the register, you can search for wills registered by other firms in Australia and New Zealand to ensure you’re always accessing the most recent will when acting in a probate matter. Not only does the registry help you identify wills of potential clients, it also allows you to easily search for death notices from the main dashboard simply by using a name and a date of birth.
The Will Register offers a range of additional benefits for users and their businesses, including minimising the workload associated with manually searching for death notices and fast-tracking the process of locating a client’s most recent will. With the Register offering significant time-saving benefits, you’ll have scope to increase the amount of probate matters you take on.
With 203,000+ wills and 122,000+ death notices in the register, you can start searching and minimising manual work today.
Want to see the Will Register in action? Register for the upcoming free webinar where the InfoTrack team will explore how the Will Register can help you grow your firm and complete more probate matters. Plus, you can also claim 0.5 CPD points in practice management & business skills by attending. Click here to register.