Estate Planning Software
LEAP helps lawyers specializing in estate planning and probate automate tasks to better serve their clients making their most important decisions.
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One Estate Planning Software Solution
LEAP and WealthCounsel have joined forces to create a groundbreaking software integration for estate planning, elder law, and probate attorneys. Access WealthCounsel’s premiere estate planning drafting software directly within LEAP to automate legal drafting while managing your estate planning practice, matters and contacts, billing, and online payments in one solution.
Automate Estate Planning Client Intake
Connect your estate planning intake contacts directly to your LEAP matters for use in templates, including those accessed through the WealthCounsel integration in LEAP. With fully customizable questionnaires and robust financial intake capabilities, DecisionVault enhances the client experience while keeping everything in one central location.
Reduce Manual Work on Estate Planning Cases
LEAP’s pre-built matter types let attorneys save valuable time by entering information once, which then auto-populates across letters, emails, and legal documents. These matter types include estate planning, elder law, living trusts, wills (for an individual, spouses, or de facto couples), and probate.
Auto-Populate Estate Planning & Probate Forms
LEAP provides a library of forms that automatically fill with client details, including Power of Attorney, Application for Probate and Petition for Formal Probate, and more. Unique to NY, NJ, and MA, mirrored wills can be easily generated for married couples seeking joint estate planning. These forms also include provisions for estate tax planning, ensuring comprehensive coverage.
Manage Critical Dates and Deadlines
To effectively handle complex cases, estate planning attorneys must calculate, create, and manage critical dates and deadlines. Automate the management of legal deadlines and court dates with the LawToolBox integration in LEAP. This helps avoid malpractice suits and maintain positive client relationships.
Securely Share Documents
Creating wills and the probate process requires sharing extremely private and confidential information. LEAP and LawConnect allow for the secure sharing and collaboration of private and confidential estate planning documents with clients and other stakeholders.
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"As an estate planning paralegal for 30 years, working with LEAP brings file access, organization, and storage to a modern efficient level. LEAP saves time that used to be spent copying, finding documents, and communicating with colleagues."
Estate Planning Software Questions
LEAP helps estate planning law firms become more productive.