LEAP + WealthCounsel

Better Together

LEAP and WealthCounsel have joined forces to create a groundbreaking software integration for estate planning, elder law, and probate attorneys. WealthCounsel’s premiere legal drafting solution is now directly accessible within LEAP, allowing you to automate your legal drafting while managing your estate planning practice, matters and contacts, billing, and online payments in one solution.

Estate Planning Law Firm Software
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Webinar for Estate Planning Law Firms

Estate planning law firms, or those looking to expand their practices, are more productive when automating their drafting and practice management in one solution. Join us on July 18 for a webinar and live Q&A on LEAP’s legal practice management software for estate planning.

Register now to learn how to optimize your firm and be more productive.

A More Efficient Way to Practice

Enter matter and client information just once into LEAP, and it is automatically pushed into the WealthCounsel drafting platform which is launched directly within LEAP. This eliminates the need to rekey information, log in to multiple systems, and toggle between screens.

WealthCounsel drafted documents are automatically saved to the correct LEAP matter file with the click of a button, eliminating the need to download and upload drafted documents into your practice management system. From LEAP, you can securely share and collaborate on documents with your client.

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A More Comprehensive Suite of Documents

WealthCounsel’s extensive library of automated legal 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.

LEAP Announces WealthCounsel Integration

We are incredibly excited to announce our revolutionary integration between LEAP and WealthCounsel.

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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

Contact us today

Learn more about how the LEAP + WealthCounsel integration can help your firm become more profitable.