Practice Productivity Solutions for Estate Planning
LEAP’s integrated solutions reduce the burden of administrative tasks associated with preparing wills, trusts, and enduring powers of attorney. Life planning then becomes a focus of your clients and preparing for the unexpected.
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Estate planning software
LEAP's practice management software provides everything you need to complete an estate planning matter. With up-to-date and fully automated forms, time recording, accounting and more, LEAP’s cloud-based software streamlines the progression of your estate planning matters.
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Pre-configured matter types
The benefit of pre-configured matter types is that they’re fit for use on day one. No additional investment is required.
Estate planning involves organising extensive information and documents, often containing highly confidential client data. LEAP securely stores this data, allowing you to review client instructions anytime to ensure their wishes are honoured.
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By Lawyers matter plans, legally drafted precedents and commentaries
The By Lawyers publications for estate planning include matter plans, legally drafted precedents and commentaries with hyperlinks to legislation, regulation and case law. Written in plain English, the guides are a helpful resource for everyone in the firm
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AML compliance
LEAP’s integrated anti-money laundering tools allow for control and management that is suited to most law firm compliance plans. The AML Compliance Management screen provides pertinent information across high-risk and enhanced due diligence matters, for productive AML oversight.
Firms using LEAP make more money
Book your no-obligation demonstration online today.