Estate Planning Software

LEAP helps lawyers specializing in estate planning and probate automate tasks to better serve their clients making their most important decisions.

Signing document with gavel on desk
Estate Planning Law Firm Software

Better Together

LEAP and WealthCounsel have joined forces to create a groundbreaking software integration for estate planning and probate attorneys. WealthCounsel’s market-leading estate planning drafting software is now directly accessible from within the LEAP platform, allowing you to automate your legal drafting while managing your estate planning practice, matters and contacts, and legal accounting and billing, all from within LEAP.

leap software on tablet with wills and probate matter

Reduce Manual Work

LEAP offers pre-built matter types so attorneys only have to enter information once. This information then auto-populates across letters, emails, and automated legal documents. These matter types include estate planning, elder law, trusts, wills (for an individual, spouses, or de facto couples), and probate.

New york petition for probate document

Auto-Populate Estate Planning & Probate Forms

LEAP includes a library of estate planning legal forms ready to be automatically filled with client details such as Power of Attorney, Application for Probate and Petition for Formal Probate, and more. Mirrored wills are a unique feature for NY, NJ, and MA estate planning law firms. Oftentimes, married couples jointly seek estate planning services, and LEAP allows attorneys to generate automated mirrored versions easily.

leap software lawtoolbox screen

Manage Critical Dates and Deadlines

To effectively handle complex cases, litigators must calculate, create, and manage critical dates and deadlines. These processes must be automated to maintain positive client relationships and avoid malpractice suits. The LawToolBox integration with LEAP is designed to streamline the process of managing all your critical legal deadlines and court dates.

LawConnect integrates with LEAP to securely share legal documents

Securely Share Documents

Creating wills and the probate process requires sharing extremely private and confidential information. Using LEAP estate planning software and LawConnect, you can securely share and collaborate on information and documents with your 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."
Kathryn Bloise | Mullen Associates | Estate Planning Law Firm

Estate Planning Software Questions

LEAP helps estate planning and probate law firms become more productive.