Practice Management Software for Estate Administration

When someone passes away or becomes incapacitated, it can be a very emotional time. The gathering of information becomes particularly difficult because very often the deceased did not share information about their estate with anyone or the survivor does not have sufficient cash available to them. They are dealing with grief and potential hardship and managing the expectations of beneficiaries can be challenging. You will want to spend your time explaining consequences and managing expectations. LEAP makes the administrative side of estate administration as easy as possible.

Pre-configured matter types

There is a lot of information to store that will be re-used. Many years of research and practical experience has been captured in these matter types to make it easy for you to gather all the information you need. There are matter types for probate and letters of administration.

Pre-configured matter types
Document Automation

Document Automation

This document does more than simply merge information. There are a lot of calculations that take a tremendous amount of time to do manually. Using LEAP, you can change the information as it becomes available to you and the calculations in the form will allow you to update the result.

By Lawyers

The administration of estates includes a lot of routine correspondence and this extensive set of letters will be re-used many times without you having to spend any time drafting. The guides equip you to answer the numerous questions that arise from beneficiaries and others regarding the affairs of the deceased.

By Lawyers
e-Filing

e-Filing

For states that require electronic filling, integration directly from LEAP into the portal ensures you are not re-keying matter information and you can upload documents directly from the matter.