LEAP and WillSuite launch new end-to-end digital solution for estate planning and management
LEAP, the global provider of legal practice management software, and WillSuite, the estate planning innovator, have joined forces to launch LEAP Estates, an end-to-end digital solution for estate management, probate and lifetime planning professionals.
LEAP Estates is a specialist practice productivity solution that equips Private Client practitioners with the tools they need to manage matters on a single platform. Previously, many departments had to use multiple applications for practice management, wills, LPA applications, trusts and probate applications. However, the new solution from LEAP and WillSuite provides a single location for all these functions, improving and simplifying both the practitioner and client experience.
The mission of LEAP Estates is to continually elevate the provision of private client service through innovative technology. Both based in Nottingham and benefiting from the city’s booming technology scene, the two pioneers of legal cloud technology have developed LEAP Estates to support practitioners navigate the changing legal technology landscape. The solution benefits from the shared knowledge, development capabilities and operational resources from both businesses, which is essential in delivering highly effective software with estate management, probate and lifetime planning professionals in mind.
As a specialised division, LEAP Estates offers intuitive information and processes that can be shared with clients, facilitating dynamic and proactive estate planning. LEAP Estates users will also have access to the software provider’s extensive content library, including new recent additions for Private Client practitioners.
One recent addition to the content library is a document that provides hyperlinks to all the legacy settings on social media. This document is designed to be shared to clients. It offers advice on how to enable legacy settings on platforms like Twitter, Facebook, and Instagram for individuals considering their legacy and making a will.
“Estate planning and Private Client practice probably evolve more rapidly than any other area of law, because it responds to how we live our lives today,” says Craig Matthews, CEO of LEAP Estates. “As a society our attitudes to estate planning are changing, with healthier and younger people considering lifetime planning. Each new generation brings a different asset portfolio, and family structures now vary, impacting wills and probate services. Assets have also evolved, with elements like cryptocurrency, NFTs and digital banking now playing a role. We’ve developed LEAP Estates to support Private Client practitioners in meeting the evolving needs of individuals in their lifetime planning.”
LEAP Estates also includes key functionality for will writing, available through WillSuite. This includes mirroring across wills and LPAs, as well as LPA copying. The will writing software provider works in partnership with the Institute of Professional Will Writers and The Society of Will Writers, with over 3,500 wills and 2,500 LPAs drafted on the WillSuite platform each week.
Seb Shakh, founder and CEO of WillSuite comments, “Since inception in 2015, WillSuite has grown from strength to strength. Our software is now firmly a market-leader, and simplifying the delivery of Private Client work for thousands across the profession is what we do best. This collaboration with LEAP is the next logical step in our journey and pairing our expertise with the world’s largest legal tech platform ensures we can deliver even greater advancements and efficiencies within the sector together through a single integrated solution.”
LEAP Estates can sit within a specialist private firm or a department of a firm. It is also available to accountants offering lifetime planning and probate services, will writers, estate planners and IFAs.
