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 of using LEAP Estates as a Will Writer or Estate Planning professional.

An end to end solution

LEAP Estates has all the tools, features and integrations you need to run your will writing business, this includes:

• Comprehensive estate planning document production via WillSuite integration.
• Secure searchable matter list, with a full case management system.
• Complete Office 365 integration, featuring Outlook, Word, Excel and Teams.
• Automated forms and precedents, including a full list of estate planning templates.
• Back office administration and accounting, including invoicing and Xero integration.
• LEAP Estates mobile app, for busy weeks on the road meeting clients.
• Cutting edge Estate Administration application for tax calculations and filling out IHT forms and schedules.

How would a will writer use LEAP Estates?

Because LEAP Estates is an end to end digital solution, the software is perfect for will writers who need their software to be efficient, value for money and efficient. 

It can be used for your entire business, from the first contact with the client, sending out a terms of business, drafting their documents and to raising and sending out the final invoice.

As a complete estate planning package, you can exclusively use LEAP Estates for managing your client matters, storing all of your documents and generating custom workflows to keep both you and your clients informed.

Flexibility is also an important factor when it comes to software, especially for will writers. Whether you need to check or upload important case details from your phone, amend documents through Word or create your own document templates, LEAP Estates can do it all.

Integrations

Integrations are also a crucial part of software for will writers. LEAP Estates offers a variety of powerful integrations:

• WillSuite - Market-leading estate planning software used by over 700 firms to efficiently draft documents like wills, lpas, letters of wishes and severance of joint tenancy
• LawConnect - An intuitive and robust integration that allows for document sharing, client collaboration and for approval or signing of documents. 
• ByLawyers - Providing practical up-to-date legal guides and precedents for lawyers, authored by experienced practising lawyers. The legal guides comprise matter plans, commentaries, precedents and forms.
• RapidPay - Allows for online payments as well as payment reminders, automated receipt postings and bank reconciliation.
• Xero - Accurately manage time recording, legal billing and client accounting.

If you’d like to learn more about how LEAP Estates can help your will writing firm, get in touch - leapestate.co.uk/contact