About Record Valuable Property

Valuable properties are items received by the lawyer or law firm from a Client. They might include but not limited to items such as estate assets, share certificates or similar securities, or executed Powers of Attorney. You are required to record valuable property received, and a receipt to be given to the Client reflecting the details of the valuable property.

How to Record a Valuable Property

To record a Valuable Property, go to:

Clients & Matters sidebar menu>Matters tab >find the Client and Trust Matter’s Names > Actions menu >Record Valuable Transfer > on the popup screen,

How to View a Valuable Property

To View Valuable Property, go to:

Clients & Matters sidebar menu > Matters tab > find the Client and Trust Matter’s Names > on the Record Valuable Property screen, you can “view” all the recorded valuable property.

How to Update or Delete a Valuable Property

To Update or Delete a Valuable Property, go to:

Clients & Matters sidebar menu > Matters tab > find the Client and Trust Matter’s Names > on the Record Valuable Property screen, find the recorded valuable property > actions menu > update or delete.

Updated on: 08/09/2023