LEAP Estates
Practice Productivity Solutions for Estate Planning and Administration
Estate Planning and Administration protects your clients’ wishes, manages assets and taxes, and appoints trusted decision-makers. From drafting to distribution - manage every step of the estate process with confidence and ease.
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Discover our solutions
Pre-configured matter types
When it comes to planning an estate, there is a lot of information and documents that need careful organisation. Additionally, LEAP stores your data forever, allowing you to safeguard extremely private client information that you can later access to honour your client's wishes and keep beneficiaries informed.
Document automation
The extensive library of legally drafted precedents is automated to eliminate re-keying the same information over and over again. You can also add your own precedents and utilise the sophisticated automation available to you.
Correspondence search
You will very often want to find a particular document that you created a long time ago, however you may not recall which matter it was in or the document name. The correspondence search allows you to conduct a full text search across all documents, emails and PDFs in your LEAP database.
"Moving from a server-based to cloud-based product has been very beneficial. It has allowed us to stretch the limits and work with a product that has the same core values as us. "
Featured integrations
By Lawyers
The By Lawyers publications for estate planning include matter plans, legally drafted precedents and commentaries with hyperlinks to legislation, regulation and case law. They are written in plain English and are easily understood by lawyers and most paralegals with some experience working in a law firm.
LawConnect
Estate Planning naturally includes the sharing of extremely private and confidential information. Using LawConnect, you can share information with your client and other stakeholders like accountants and financial planners in a secure environment and thereby avoid email. Cyber security is a growing concern for all law firms and LEAP has a team that is dedicated to ensuring the safety of your data and your documents.
Our LEAP Estates Team
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Mahwish Malik
Managing Director, LEAP Estates
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Shae Small
Product Owner, LEAP Estates
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Kylie Moore
Estates Law Specialist (NSW), LEAP Estates
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Nathan Rutherford
Estates Law Specialist (QLD), LEAP Estates
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Alaa Marei
Estates Law Specialist (VIC), LEAP Estates
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Sue Taylor
Forms Designer, LEAP Estates
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Marcus Phan
Content Developer, LEAP Estates
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May Nguyen
Database Designer, LEAP Estates
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Ron Crisostomo
Apps Developer, LEAP Estates
Join the many Estate lawyers already using LEAP
Book your no-obligation demonstration online today.