LEAP helps lawyers specializing in estate planning and probate automate tasks to better serve their clients making their most important decisions.
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 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.
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.
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.
Creating wills and the probate process requires sharing extremely private and confidential information. Using LEAP and LawConnect, you can securely share and collaborate on information and documents with your clients and other stakeholders.
LEAP helps estate planning and probate law firms become more productive.