Boost Efficiency For Your Estate Planning Practice

WealthCounsel + LEAP

LEAP provides WealthCounsel members with an all-in-one legal software solution that combines practice management and document automation—including WealthCounsel drafting, education, community, and support—in one system. Enhanced by award-winning legal AI, LEAP empowers estate planning firms to practice law more efficiently.

"Being an early adopter of LEAP with the WealthCounsel integration has been a fantastic experience for EWM Legal Services...It’s a game-changer for efficiency and value in our firm."

James A. Carolan, Esq. | WealthCounsel Member | EWM Legal Services

"LEAP is transforming how we manage our cases—it's so much easier now to keep everything organized and capture email communications. The document automation features are amazing and have seriously boosted our drafting productivity."

Landon Sandberg, Esq. | WealthCounsel Member | Sandberg, Stettler, & White

"LEAP is transforming how we manage our cases—it's so much easier now to keep everything organized and capture email communications. The document automation features are amazing and have seriously boosted our drafting productivity."

Landon Sandberg, Esq. | WealthCounsel Member | Sandberg, Stettler, & White

Revolutionize Practice Management & Drafting

Less Manual Data Entry, More Focus

A view of Wealth Tracx® trust administration software.

Intelligent Trust Administration with Wealth Tracx®

DecisionVault Integration

Increase Efficiency with Legal AI

Easily Collect Online Payments

exclusive offer for wealthcounsel members