Last year, LEAP Legal Software, an international provider of cloud-based practice management software acquired WealthCounsel, a leading provider of software, training, and support for estate planning and elder law attorneys.
In a significant development for the estate planning community, LEAP has now announced a new integration with WealthCounsel. This integration makes WealthCounsel’s drafting solution directly available within the LEAP platform, yielding the only integrated legal practice productivity and drafting solution for estate planning attorneys, as confirmed by Peter Baverstock, the president of LEAP US.
WealthCounsel’s drafting system, designed for both new and experienced attorneys, provides an intuitive interface guided by a series of interview questions. Contextual help and resources are embedded throughout the drafting process to ensure accuracy and reduce the risk of errors and inconsistencies.
This integration allows the drafting tools to be embedded within LEAP, removing the need for legal professionals to switch between multiple platforms and risk errors from handling disconnected systems. Users can initiate LEAP’s WealthCounsel integration directly from the LEAP matter after creating it, and proceed with document drafting without needing to re-enter matter and contact information. Upon completion, documents can be saved directly to LEAP with one click.
LEAP’s own collection of forms includes probate documents such as petitions and inventories, automatically filled with case and client information. Users can share completed documents with clients directly from the LEAP platform, enhancing the security of client communications. LEAP has committed to continuing to develop and improve its platform by incorporating additional features specifically designed for practitioners in estate planning and administration.
Expressing her excitement about the partnership, Henna Shah, CEO of WealthCounsel, emphasized the value that their technology provides to their members and anticipates this value to grow due to the integration. She added that with the LEAP integration, they could now provide a comprehensive platform for attorneys to have end-to-end solutions.
This development marks a significant step towards facilitating a seamless workflow for estate planning attorneys.