Why LEAP Estates
An integrated solution that benefits all private client practitioners
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Lawyers
LEAP Estates is designed for lawyers practising in estate planning and probate, offering a comprehensive solution to improve efficiency, save costs, and reduce risks. LEAP Estates streamlines processes, automates tasks, and minimises human error.
By optimising workflows and providing intelligent compliance measures, the software ensures adherence to regulations protecting a firm's reputation. Additionally, the software enables efficient resource allocation, resulting in significant cost savings.
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Will Writers
Designed to streamline processes and enhance productivity, LEAP Estates is a user-friendly platform for seamless will drafting.
With constantly reviewed and updated clauses and content, you can ensure legal compliance while reducing risk of error.
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Estate Planners
LEAP Estates' user-friendly platform empowers you to seamlessly prepare estate plans for your clients. With our exclusive integration with WillSuite, prepare complex documents such as wills, trusts or lasting powers of attorney in minutes.
LEAP Estates simplifies complex tasks, automates workflows, and saves valuable time. Experience the benefits of increased efficiency, significant cost savings, and peace of mind with our easy-to-use estate planning software.
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Independent Financial Advisors
LEAP Estates is designed to help Independent Financial Advisors revolutionise their estate planning services. The software offers comprehensive features, built to simplify complex tasks, streamline workflows, and ensure accurate documentation.
With LEAP Estates, IFAs can navigate estate planning with ease, saving time, reducing costs, enhancing client satisfaction and staying ahead in the competitive financial industry.
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Accountants
LEAP Estates has been designed to streamline estate planning and probate processes. With its comprehensive features and user-friendly interface, LEAP Estates simplifies complex tasks, automates workflows, and ensures accuracy of working.
From managing assets to handling inheritances, our software empowers accountants to efficiently navigate the intricacies of estate planning, management and probate, saving time, reducing costs, and minimising risks.
Accreditations
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"Provides an agile workforce, growth and improved customer service"
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Is your private client software solution fit for purpose?
Lawyers are experiencing a shift in client expectations, fuelled by a digitally-savvy, ever-diverse client base with increasingly complex requirements. Law firms must rethink their approach to using technology.
Find out more
Book your obligation-free demonstration online today to find out what LEAP Estates can do for your firm.