Written by WillSuite on 1st July 2024
LEAP Estates is a completely end-to-end digital solution for private client solicitors, will writers, estate planners, independent financial advisors and any professional looking for an all-in-one software package, specifically designed for estate planning and probate.
In this article, we’re going to focus on the advantages LEAP Estates can bring to a private client solicitors firm or department.
An end to end solution
LEAP Estates has all the tools, features and integrations you need to run your will writing business, this includes:
How would a private client solicitor use LEAP Estates?
LEAP Estates is a perfect fit for private client solicitors firms of any size, and is the only fully end to end solution on the market specifically designed for estate planning and estate administration.
As a private client solicitor, you have the ability to customise and control each part of the software to ensure maximum efficiency and alignment with your firm’s workflow. Document templates, automated email communication and case progression workflow tools can all be customised and tailored to your firm's needs.
Compliance is a big part of LEAP Estates and for a solicitors firm, which is why every document, email, case note and client address book entry is saved and stored securely. InfoTrack, one of LEAP Estates’ integrations, can be used to onboard clients using AML and KYC checks.
LEAP Estates makes drafting extremely efficient, either using automated templates or WillSuite for estate planning documents, in a fraction of the time it would take to manually create them. The Estate Administration feature simplifies the collection of data and the creation of IHT400 forms and schedules.
Having entered all the income, assets, expenses and other data in a single location, generate the required forms and save directly back to your electronic matter in an instant.
Integrations
Integrations are also a crucial part of software for will writers. LEAP Estates offers a variety of powerful integrations:
If you’d like to learn more about how LEAP Estates can help your private client firm, get in touch - leapestate.co.uk/contact
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