LEAP + WealthCounsel
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.
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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 12,000+ 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."
Contact us today
Learn more about how the LEAP + WealthCounsel integration can help your firm become more profitable.