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 Law Firm Practice Management Software

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

Better Together

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.

Reduce Manual Work

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.

Auto-Populate Estate Planning & Probate Forms

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.

Manage Critical Dates and Deadlines

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.

Securely Share Documents

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.

Estate Planning Legal Software Questions

LEAP helps estate planning and probate law firms become more productive.