Practice management software for wills and lifetime planning

LEAP delivers market leading practice management software, providing everything you need to conduct a matter.

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Help your clients to plan for their future

Having seen a significant rise in those preparing for later life, including younger people and those in diverse family units, wanting peace of mind that they and their loved ones are suitably protected.

LEAP provides an array of tools that ensure your clients are well-prepared for the years ahead. Whether advising on wills, lasting power of attorney, trusts or tax, it’s never too early to help your clients plan for the future.

Areas of Law - Lifetime Planning Software - Precedents

Pre-configured matter types

Our wills and lifetime planning matter types provide all fields necessary to capture pertinent information. This information is used to generate documents and optimise other key features of LEAP using the pre-filled client and matter information.

Matter types include:

  • Estate Planning - Tax, Trusts, Wills and Wills & Lasting Power of Attorney

  • Lifetime Planning - Court of Protection, Deputyship and Lasting Powers of Attorney

Leap legal software uk lpa mater

Automated legal forms and precedents

Access a library of over 6,000 up-to-date and fully automated legal forms and precedents across all common areas of law, essential to help your client plan for their future.

Specific to wills and lifetime planning, key forms within LEAP include:

  • Court of Protection Application form (COP1)

  • Lasting Power of Attorney (form LP1F and LP1H)

  • Register your Lasting Power of Attorney (form LP2)

Areas of Law - Lifetime Planning Software - Will creation

Will creation

Putting automation at the heart of the will building process, access templates and precedents that data can merge to from within your electronic matter.

Benefit from the integrated clause library available to you in LEAP via our partners, By Lawyers, to select and include additional clauses.

LEAP simplifies and speeds up the process of drafting professional legally sound wills.

WillSuite UI screen special gifts

Market-leading Will and LPA builder

Seamless integration with WillSuite allows solicitors, willl writers and estate planners to draft legal documents easily using plain English. Their panel of TEP-qualified lawyers ensure content and clauses are kept up-to-date, keeping the product at the cutting edge of the industry.

Areas of Law - Lifetime Planning Software - Fit for purpose white paper

Is your private client software solution fit for purpose?

Technology has changed the way in which legal professionals practise law. One area of law that's been overlooked until now is private client work.

However, thanks to a shift in client expectations, fuelled by an ever-diverse client base with increasingly complex requirements, firms practising private client law need to re-think their approach.

Download our white paper 'Is your private client software solution fit for purpose?' to find out more.

Frequently asked questions

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Make more money from lifetime planning

LEAP occupies a unique position in the legal software market as it includes traditional practice management and legal accounting attributes, document assembly and management, as well as many of the traditional legal publishing assets all in one solution.

  • Case management

  • Mobile capabilities

  • Time recording

  • Integrated accounting

  • Reporting

  • Automated content

  • Secure document sharing

  • Self-serve client portal

Designed for the common areas of law