Closing a record means it is no longer matched against any incoming searches. You may choose to close a record if you've created a new will for the same client or if you have finished administering the estate.
Closing a record still leaves the record available in your firm's digital will vault. You can re-open closed records as well.
- To close a record in your will vault, click on the individual record you would like to close.
- Once inside the record, scroll down to the bottom of the page. Click on the "Close Record" button to close the selected record.