Better Together
LEAP + WealthCounsel
LEAP and WealthCounsel have created a groundbreaking software integration for estate planning, elder law, and probate attorneys. WealthCounsel’s premier drafting and trust administration solutions are now directly accessible within LEAP, allowing you to automate your drafting while managing your estate planning practice, matters and contacts, billing, and online payments in one solution.
"We’ve been using WealthCounsel for a long time, but before switching to LEAP, our case management was all manual...LEAP has changed all of that. Now, everything I need is in one place, and working remotely is so much easier."
A Smoother Drafting Workflow
Manage matters, calendars, billing, and estate planning drafting with a single, centralized solution. With two-way data syncing, enter contact information only once into LEAP or WealthCounsel’s drafting software to populate legal document templates—reducing interruptions and inconsistencies.
Documents drafted in WealthCounsel are saved back to the relevant LEAP matter. From LEAP, securely share and collaborate on documents with your clients.
A More Comprehensive Suite of Documents
WealthCounsel’s extensive library of drafting templates for advanced estate planning, elder law, business planning, and firearms trusts, combined with LEAP’s 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.
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Intelligent Trust Administration – Wealth Tracx® included within LEAP
Wealth Tracx, from WealthCounsel, is a comprehensive solution designed to provide you with all the documents, tools, and resources needed to confidently, competently, and efficiently deliver postdeath trust administration services. Whether you’re looking for more efficiency in delivering trust administration services or considering expanding your practice to include them, Wealth Tracx can help.
DecisionVault Integration
Streamline and automate your estate planning intake process with DecisionVault’s integration with LEAP. DecisionVault’s customizable questionnaires can be sent to your client to complete, enabling you to gather, organize, and manage key client data effortlessly. Matters and contact information are seamlessly synched from DecisionVault to LEAP for case management and WealthCounsel drafting.
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Revocable Living Trust Drafting Preview
The Revocable Living Trust (RLT) is often a good way to preserve an estate planning client's assets, and it benefits your clients during their lifetime. RLTs allow your clients to avoid probate, provide for incapacity planning, maintain organization and control, and provide for their heirs.
Download the LEAP RLT Drafting Preview today to see how you can efficiently create and customize high-quality documents that meet all your clients’ needs.
Are you an existing WealthCounsel member?
Take advantage of our exclusive offer to bundle WealthCounsel with LEAP today!
Revolutionize your estate planning today.
Learn more about how the LEAP + WealthCounsel integration can help your firm become more profitable.