Better Together
LEAP + WealthCounsel
LEAP and WealthCounsel have created a groundbreaking software integration for estate planning, elder law, and probate attorneys. WealthCounsel’s premiere drafting solution is now directly accessible within LEAP, allowing you to automate your drafting while managing your estate planning practice, matters and contacts, billing, and online payments in one solution.
"The LEAP and WealthCounsel integration is a fantastic value—it’s a top-notch solution for practice management, document drafting, and continuing legal education. LEAP has made our practice more efficient."
A More Efficient Way to Practice
Enter matter and client details once in LEAP, and access them automatically in WealthCounsel's drafting platform, integrated within LEAP. This eliminates the need to rekey information, log into multiple systems, or toggle between screens.
WealthCounsel drafted documents are saved directly to the correct LEAP matter with one click, enhancing your workflow. From LEAP, securely share and collaborate on documents with your clients.
A More Comprehensive Suite of Documents
WealthCounsel’s extensive library of drafting templates for advanced estate planning, elder law, business planning, and firearms trusts, combined with LEAP’s automated forms (including forms for estate planning and probate), provides you with the most comprehensive and up-to-date suite of legal documents for estate planning attorneys available in the market today.
DecisionVault Integration
Simplify your estate planning intake process with DecisionVault's intuitive platform. Use fully customizable questionnaires to efficiently collect, organize, and manage essential client data. Seamlessly sync contact information with LEAP and WealthCounsel, eliminating the need for manual data entry, so you can focus on providing outstanding counseling to your clients.
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Revocable Living Trust Drafting Preview
The Revocable Living Trust (RLT) is often a good way to preserve an estate planning client's assets, and it benefits your clients during their lifetime. RLTs allow your clients to avoid probate, provide for incapacity planning, maintain organization and control, and provide for their heirs.
Download the LEAP RLT Drafting Preview today to see how you can efficiently create and customize high-quality documents that meet all your clients’ needs.
Revolutionize your estate planning today.
Learn more about how the LEAP + WealthCounsel integration can help your firm become more profitable.