• Sun. Jun 23rd, 2024

LEAP Announces Integration with WealthCounsel, Giving Estate Organizing Applications Immediately in Its Apply Administration Platform


Oct 25, 2023
LEAP Announces Integration with WealthCounsel, Providing Estate Planning Tools Directly within Its Practice Management Platform


Previous 12 months, I claimed here on the acquisition by LEAP Authorized Software package, an international provider of cloud-centered follow management software program for lesser regulation firms, of WealthCounsel, one of the top suppliers of software, instruction and assistance for estate organizing and elder law lawyers.

Now, making on that acquisition, LEAP is now saying a new integration with WealthCounsel, producing WealthCounsel’s drafting solution obtainable immediately within the LEAP platform, and making the only built-in legal observe productivity and drafting answer for estate setting up attorneys.

“This growth marks a significant new chapter for consumers of LEAP, WealthCounsel, and the estate planning community at substantial,” stated Peter Baverstock, president of LEAP US. “By embedding the electricity of WealthCounsel in just LEAP, we’re giving the community some thing it hasn’t found ahead of: a solitary, integrated resolution to revolutionize productiveness.”

WealthCounsel’s drafting method is built for new and knowledgeable attorneys, providing an intuitive interface that guides customers via a series of job interview issues, and that is designed to include things like anything an legal professional needs to draft confidently, competently, and efficiently.

Contextual help and methods are embedded all over the drafting procedure to aid lawyers with navigating intricate lawful provisions, ensuring precision, and lowering the risk of glitches and inconsistencies.

Embedded inside of LEAP

With this new integration, people drafting tools are now embedded in LEAP, eradicating the require for authorized pros to toggle amongst various platforms, and decreasing the hazard of faults that can come about with disconnected systems.

Once a user results in a issue in LEAP, the consumer can launch LEAP’s WealthCounsel integration instantly from the LEAP subject and start doc drafting without having having to rekey make a difference and get in touch with details. When drafting is full, people can save documents right to LEAP with the click of a button.

In addition, LEAP’s personal library of sorts consists of a suite of probate files, these types of as petitions and inventories, that can be instantly crammed with scenario and consumer information.

People can share done files with purchasers right from the LEAP system, for greater safety in customer communications.

LEAP states it will carry on to make and greatly enhance its platform by introducing extra functions offered precisely for estate preparing and administration practitioners.

“We are very pleased of the worth that WealthCounsel’s technological know-how delivers for our associates and we know that this worth will only keep on to improve as a result of the integration and our groundbreaking partnership,” claimed Henna Shah, CEO of WealthCounsel. “With the LEAP integration, we can now deliver a holistic system for lawyers to have an conclude-to-finish option.”

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