WealthCounsel + LEAP

LEAP and WealthCounsel have joined forces to deliver a groundbreaking software solution for estate planning, elder law, and probate attorneys. With this integration, you can seamlessly access all WealthCounsel drafting tools—including Wealth Docx®, Elder Docx™, Business Docx®, and Gun Docx®—directly from within LEAP. Automate your drafting while efficiently managing estate planning cases, contacts, and billing in a single, unified platform.

Automate the drafting of documents, letters, and emails while managing matters in one solution. With two-way data syncing, enter contact information only once into LEAP or WealthCounsel’s drafting software to populate document templates. Drafted documents are saved back to LEAP, allowing you to securely share them with clients. Minimize duplicate data entry and toggling between systems!

Wealth Tracx, from WealthCounsel, is now available in LEAP, delivering the documents, tools, and task management features you need for efficient postdeath trust administration. Simply access Wealth Tracx from the ribbon in your trust administration matters. Whether you're streamlining your current workflow or expanding your services, Wealth Tracx can help you manage the process with confidence.

Streamline and automate your estate planning intake process with DecisionVault’s integration with LEAP.* With DecisionVault’s customizable questionnaires, you can send forms to clients for completion and easily gather, organize, and manage essential client data. Matter and contact information is seamlessly synced from DecisionVault to LEAP, supporting efficient case management and drafting.

*Requires separate DecisionVault subscription.

LEAP's award-winning, secure legal AI tools enable estate planning, elder law, and probate attorneys to complete complex and time-consuming tasks in a fraction of the time.

• Easily analyze and summarize documents or matter information

• Create useful client documents such as estate plan summaries and flowcharts

• Conduct legal research with AI-generated answers verified by experienced attorneys

• Automate the drafting of emails, documents, and more

Get paid faster by collecting client payments online through a secure portal with credit card processing. LEAP also simplifies the payment process by:

• Instantly generating payment footers on invoices, statements, and trust payment requests

• Automatically producing detailed receipts

• Protecting online payments with advanced fraud prevention and data encryption

• Importing bank data for quick and easy transaction reconciliation