LEAP Estates

LEAP Estates is the only end-to-end digital solution for estate planning professionals, including lawyers, will writers, accountants and independent financial advisors.

With powerful features and functionality, the innovative solution provides everything you need to manage your client’s wills, LPAs and estates efficiently, including case management, accounting, document assembly and management, will building, probate/estate administration, and legal publishing assets in one integrated cloud solution.

LEAP Estates combines world-leading technology with a comprehensive library of content, enabling your practice to produce estates, probate and lifetime planning documentation quickly and consistently.

Delivering efficiencies, up-to-date legal forms and precedents automatically populate with matter data at the click of a button merging information held electronically within LEAP Estates.

Over the last year, we’ve brought several innovative and industry-changing AI products to market to help serve the private client and estate planning industry better.

This includes LawY, a revolutionary AI legal assistant which acts as your firm’s trusted AI legal assistant, addressing your legal questions with instant AI-generated answers, backed up and verified by the LawY panel of practicing lawyers.

Matter AI, which allows you to instantly access insights and information directly from the correspondence in your LEAP Estates matter.

WillScan AI allows you to extract names and addresses from PDF documents to speed up data entry and reduce keying mistakes, whether than be a Will Instruction form to start a Will matter or a Will to commence a Probate matter.

We’ve also brought AI to our document generation with our Template Generator, where you can now input the type of document you wish to create and the intuitive solution seamlessly creates a perfect template for you to use.

Interested in learning more? Get in touch with a member of the team today for a demonstration of the software - https://www.leapestates.co.uk/demonstration