LEAP Estates Blog

Stay on top of emerging technology trends and topical news to support the management of estates.

Legal Technology | 5 min

Case Study - Finance North Estate Planning

Sharon Liptrott, sole practitioner at Finance North Estate Planning Services, chose LEAP Estates to future-proof her growing estate planning business. After starting with WillSuite, she upgraded to LEAP Estates for its advanced features, AI-powered tools, and scalability. LEAP Estates has enabled her to streamline workflows, boost productivity, and present a highly professional client experience—all while maintaining the flexibility of a small practice. Sharon describes it as “a no-brainer” for any practitioner looking to grow with confidence and efficiency.

April 11, 2025

Legal Technology | 5 min

Case Study: LEAP Estates - Streamlining Efficiency for WillPack

In this case study, we learn how WillPack turned to LEAP Estates after their previous CRM was discontinued. LEAP’s unique combination of CRM and document drafting tools helped streamline their back-office processes, improve response times, and boost productivity. WillPack has recognised LEAP Estates' scalability and efficiency, recommending it to others looking for an all-in-one solution.

February 12, 2025

Legal Professional Content | 5 min

The Great Wealth Transfer: Challenges, Opportunities, and Solutions for Lawyers and Accountants

The "Great Wealth Transfer" refers to the historic shift in wealth we are witnessing now, and over the coming decades. Experts estimate that over £5.5 trillion will be passed down before the end of 2050, making it a significant event in financial and estate planning.

December 9, 2024

Productivity | 4 min

Success for LEAP Estates at the British Wills and Probate Awards

LEAP Estates have been recognised at a national awards ceremony for our commitment to innovation, service excellence, client experience and expertise.

October 11, 2024

Document Management & Production | 3 min

LEAP Estates launches AI-powered template generator tool

LEAP Estates launch of Generator, a cutting-edge enhancement that further builds on the software providers suite of AI-powered tools. It transforms the document creation process, revolutionising how estate planners interact with templates and drives efficiencies.

May 29, 2024

Legal Technology | 3 min

LEAP Estates introduces LawY

LEAP Estates announces the launch of its partnership with LawY, a newly integrated AI legal assistant exclusively available to users of LEAP products. LawY generates fast, accurate responses to legal questions posed by practitioners.

May 29, 2024

Legal Technology | 3 min

LEAP Estates launches Matter AI

LEAP Estates announces the launch of Matter AI, a new integrated software tool that intelligently examines LEAP Estates matter correspondence, providing instant insights and information to estate planning professionals.

May 22, 2024

Legal Technology | 3 min

5 ways technology is changing the face of private client practice

With an increasing number of private client practitioners being asked to serve a broadening section of society and their evolving needs. Society and the world we live in are changing at a rapid pace, and so must the technology practitioners use and the service they deliver, in order to stay relevant.

April 11, 2024

Partnerships | 4 min

Accountants and Financial Planners: Estate Planning and The Great Wealth Transfer

The Great Wealth Transfer is a significant movement of wealth passed down from the Baby Boomer generation to generation x and millennials. Between now and 2050, £5.5 trillion worth of assets is expected to transfer to the later generations in the UK alone, prompting many accounting professionals to prepare for resulting challenges and opportunities that law ahead.

April 11, 2024

Productivity | 3 min

Accountants and Financial Planners: Unlocking additional revenue through estate planning

April 11, 2024

Partnerships | 3 min

LEAP Case Study - Harries Watkins Jones

In 2015, the Institute of Chartered Accountants in England and Wales (ICAEW) launched a qualification to enable chartered accountants to handle non-contentious probate. After spotting this as an opportunity for growth and a natural expansion of its work, Harries Watkins Jones set up a separate business to focus on legal services for its clients.

February 5, 2024

Legal Technology | 3 min

Transforming Private Client Law Practice: Navigating the Technological Shift

In the dynamic landscape of legal practice, technological advancements have revolutionised the way law firms operate. Yet, amidst this transformative wave, one crucial area has often been overlooked: private client work. For the past two decades, legal professionals have witnessed a paradigm shift driven by evolving client expectations and increasingly intricate requirements.

February 5, 2024

Productivity | 3 min

Legal Estates Practitioners: Navigating the Digital Age with Specialist Tools and Software

In a legal landscape where tradition meets innovation, estate planning and probate departments stand at the forefront of change. No longer confined to dusty offices and outdated practices, these crucial areas of legal practice are evolving faster than ever before to meet the demands of modern life.

February 2, 2024

Legal Technology | 3 min

Using technology to optimise communication in Private Client law practice

In a fast-evolving world, where advances in technology, world events and developing societal perceptions are all contributing to change, thriving private client law practitioners are realising the importance of using technology to update and optimise client communication methods.

February 1, 2024

Legal Technology | 3 min

Unlock the Future of Private Client Practice: Embrace Technology, Elevate Service

Recent global events and a shift in client expectations have been a catalyst for seismic change in private client law. Traditionally characterised by face-to-face meetings and paper correspondence, the provision of private client services is now undergoing a digital revolution.

January 31, 2024

Partnerships | 3 min

LEAP and WillSuite launch new end-to-end digital solution for estate planning and management

LEAP, the global provider of legal practice management software, and WillSuite, the estate planning innovator, have joined forces to launch LEAP Estates, an end-to-end digital solution for estate management, probate and lifetime planning professionals.

January 24, 2024

Discover more about LEAP Estates

Explore the powerful features and functionality of LEAP Estates' specialist private client software