Practice Management Software for Estate Planning

Estate Planning is planning for the unexpected; its not just for death, its also for disability or incapacity. It ensures that your clients wishes are honoured in relation to the distribution of their assets, their tax affairs are well organised and very importantly, that someone they trust can make health care decisions for them if they become incapable. LEAP includes what you need to advise your clients in making these plans and covers matter types for wills, trusts, powers of attorney, deeds of guardianship and advance health directives.

Pre-configured matter types

When it comes to planning an estate, there is a lot of information that you need to carefully organise, as well as a lot of documents. You will also want to keep beneficiaries informed. You will be receiving extremely private and confidential information from your client. Because LEAP stores your data forever, you will always be able to come back and check the instructions that you have received to ensure you honour your clients wishes.

Pre-configured matter types
By Lawyers

By Lawyers

The By Lawyers publications for estate planning include matter plans, legally drafted precedents and commentaries with hyperlinks to legislation, regulation and case law. They are written in plain English and are easily understood by lawyers and most paralegals with some experience working in a law firm.

Document Automation

The extensive library of legally drafted precedents is automated to eliminate re-keying the same information over and over again. You can also add your own precedents and utilise the sophisticated automation available to you.

Document Automation
LawConnect

LawConnect

Estate Planning naturally includes the sharing of extremely private and confidential information. Using LawConnect, you can share information with your client and other stakeholders like accountants and financial planners in a secure environment and thereby avoid email. Cyber security is a growing concern for all law firms and LEAP has a team that is dedicated to ensuring the safety of your data and your documents.

Correspondence Search

You will very often want to find a particular document that you created a long time ago, however you may not recall which matter it was in or the document name. The correspondence search allows you to conduct a full text search across all documents, emails and PDFs in your LEAP database.

Correspondence Search