The Securities Packet / Wills Register is available as a module within LawWare Accounting, and is fully interfaced with the clients.
The system monitors movements in and out of the Register with powerful search facilities. When documents
or any other contents are released to the client, a receipt is produced for client signature, and the movement is recorded in the Register. The register includes,
 Multiple packets for client
Unlimited number of documents stored for each packet
Receipts issued for documents released or on loan
Automatic sequential numbering of Packets
Powerful facility to search for contents, comments and packet number etc
Date range search e.g. Search for all Wills prior to 1st January 1990 (Ensures clients can
be easily notified of the need to update wills etc)
Ability to track and monitor documents as they move in and out of storage
Securities Packet Register – Rule 14 Rule 14 states:
" A solicitor who is instructed by a person to hold in safe custody, a will or any deed, document, or other
valuable property, must record in a register maintained for that sole purpose in the solicitor’s office,
The name and address of the person
A short description of the item held for the person in safe custody
The date of the solicitor’s receipt of the item
The identifier of the safe custody packet, in which the item is held by the solicitor."
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