LEAP Estates Launch Webinar - Recap

Written by WillSuite on 14th February 2024

Last week, the LEAP Estates Launch Webinar took place, becoming one of our most well-attended events to date!

In light of the webinar's success, we’re going to break down what was covered and discuss some of the great functionalities LEAP Estates has to offer.

WillSuite and LEAP Estates’ Marketing Manager, Samuel Jackson, kicked off the webinar, briefly discussing the new partnership with WillSuite and how it marks an exciting step forward for the estate planning industry as a whole.

Then, it was over to Seb Shakh, WillSuite’s Founder and CEO, to introduce himself and discuss how the software has evolved into what it is today.

Passing the baton to the CEO of LEAP Estates, Craig Matthews, attendees were given their first introduction to the unique position LEAP Estates occupies in the market.

Let’s take a look at the main talking points:

  • LEAP Estates is a unique end-to-end solution for drafting estate planning documents, probate/estate administration, office and client accounting, automated forms and precedents, and much more.
  • The product was created following the partnership between WillSuite and LEAP due to a lack of comprehensive, end-to-end software for estate planning drafting and management of estate administration/probate.
  • LEAP Estates features full integration with WillSuite, Microsoft Office & Outlook, cloud-based accounting through Xero, RapidPay for client payments, and many more.

The next section of the webinar focused on a practical demonstration of LEAP Estates, highlighting many of the key areas/features and how intuitive the system is to use.

Let’s break down the main reasons LEAP Estates is a fantastic choice for estate planning professionals:

  • LEAP Estates' specialised matter types are designed to simplify Estate Administration. You can effortlessly manage Estate Assets & Liabilities and generate IHT400 forms and schedules and Estate Accounts using state-of-the-art software.
  • You can continue to use WillSuite via LEAP Estates and enjoy all the benefits of a dynamic and efficient questionnaire-based drafting system.
  • Experience the convenience of a single, secure, and searchable matter. LEAP Estates ensures that all your documents are automatically saved into a centralised and secure correspondence area.
  • Completely automate your forms and precedents using LEAP Estates and save valuable time. You can customise templates, upload your firm's own documents, and add automated fields.
  • LEAP Estates covers the spectrum of estate planning, including Tax, Trusts, Wills, Lasting Power of Attorney, and much more.
  • Integration with Microsoft 365 applications including Word, Excel, Teams, and Outlook.
  • And so much more, Including an intuitive document register, comprehensive reporting tools, integrated office and client accounting, and seamless time tracking across all of your matters.

If you’re interested in viewing last week’s webinar on LEAP Estates but were unable to attend, please email [email protected] for more information.

For more general information about LEAP Estates, please visit our website or get in touch with a member of the team.