How does legal software improve practice management for estate planning, probate, and elder law cases?

LEAP estate planning software features enhance case management with pre-built matter types for efficient data entry, legal document automation, comprehensive timekeeping, and legal billing for estate planning law firm practice management. These features collectively reduce manual work and automate the administration of estate planning cases, enabling attorneys to focus more on client services and revenue-earning tasks.

Does legal software have automated legal forms and templates for common estate planning documents, such as wills and trusts?

Yes, LEAP legal software includes a library of common estate planning legal forms, including wills and trusts. Additionally, WealthCounsel integrates with LEAP offering a robust automated legal drafting solution that enables attorneys to draft complex estate plans while managing their estate planning practice, matters, contacts, and legal billing in one solution.

Does legal software integrate with key estate planning tools or databases?

Yes, LEAP integrates with key estate planning tools, notably through its integration with WealthCounsel. This integration provides estate planning, probate, and elder law attorneys with access to WealthCounsel's premiere estate planning drafting software directly from within the LEAP platform, enhancing the automation of legal drafting and the management of estate planning practices.

What legal software features support collaboration and communication with clients in estate planning?

LEAP supports collaboration and communication with clients in estate planning through its integration with LawConnect, which enables secure document sharing and collaboration. Additionally, the integration with WealthCounsel provides streamlined legal drafting directly within LEAP, further enhancing client service by automating the creation of essential estate planning documents. Additionally, LEAP provides top-tier security via SOC-2 Certification and AWS, ensuring secure collaboration and communication with estate planning clients on private and confidential information.

How does legal software handle trust accounting and financial reporting for estate planning and probate matters?

LEAP estate planning and probate software features incorporate legal accounting, enabling efficient trust accounting and financial reporting. LEAP legal software minimizes risks and ensures compliance with IOLA, IOLTA, and state bar rules for trust accounting, streamlining the management of financial transactions within the legal framework of estate planning cases.

Estate Planning Software

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

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 premier drafting and trust administration 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 require 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.

Estate Planning Software Questions

LEAP helps estate planning law firms become more productive.