Legal Software for Estate Planning and Administration
LEAP's cloud-based software can help your firm provide estate planning, estate administration, and probate services efficiently and manage your practice from initial intake to final resolution. By bringing together case management, document automation, communications, legal accounting, and more in one secure system, you can simplify your everyday workflows and focus more on client care.
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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."
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Manage Matters in One Place
Create and organize matters and details within a single system, from client contacts to legal documents and eSignatures. Pre-built matter types make it easier to open new matters for estate planning, elder law, estate and trust administration, and probate—helping you move matters forward more efficiently.
Powerful Client Information Intake
Send client intake questionnaires directly from LEAP to gather contact and financial details, even before the first meeting. Easily track requests, send reminders, and auto-populate documents with collected information. You also have the option of creating customized intake questionnaires through DecisionVault’s integration with LEAP (DecisionVault subscription required).
LEAP + WealthCounsel: Better Together
A LEAP subscription includes access to WealthCounsel’s premier estate planning drafting and trust administration software, integrated directly into LEAP. LEAP offers the only WealthCounsel integration with two-way contact syncing and all documents drafted are saved back to the matter.
Also gain access to WealthCounsel member benefits, including CLE opportunities, product support, and a community of like-minded estate planning professionals.
Automated Estate Planning & Probate Forms
Rely on extensive libraries of jurisdiction-specific automated forms and templates for estate planning, probate, elder law, and many other practice areas. In an instant, you can auto-populate documents—such as wills, affidavits, and advanced directives—with client data already entered into LEAP. Using LEAP, you can also automate your firm's own templates, from letters and deeds to funding documents and more.
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Simplify Your Probate and Estate Administration Accounting
Easily track administration account transactions such as asset conversions and debt payments directly in LEAP. With the included Estate Accounting app, you can keep financial activity records more organized, reduce manual data entry, and generate court-ready reports. In select jurisdictions, administration account information can be quickly populated into automated court forms within LEAP.
AI-Powered Efficiency
Spend less time on manual tasks and more on client care with LEAP’s award-winning AI suite for document drafting, legal research, and more.
Safeguard Data
Confidently store, share, and protect sensitive data. LEAP is hosted on Amazon Web Services, SOC 2 Type 2 compliant, and aligned with legal industry security standards.
Simplify Deed Preparation
Order and record compliant deeds for over 3,600 U.S. jurisdictions.* Prepared deeds are automatically saved to the relevant LEAP matter.
Enhance Billing Workflows
Improve cash flow, automate invoice generation, and get paid faster with online payment processing for credit cards.
Estate Reporting
Enhance your client communication strategy with segmentation reports based on estate value, clients’ age, and children’s age.
Estate Planning Software Questions
Ready to boost your firm’s productivity? See LEAP in action.