Practice management software for estates and probate

LEAP delivers market leading practice management software to probate and estate administration lawyers, providing everything they need to conduct a matter.

Woman Man paper probate

Probate and estate software

LEAP develops practice management software that provides everything you need to complete a probate or estate matter. With integrated, up-to-date and fully automated forms and precedents, integrated accounting, time recording and more, LEAP’s cloud-based software streamlines the progression of your probate matters.

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Pre-configured matter types

Within LEAP’s Estates matter types you are provided 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.

LEAP matter types: Estate Dispute, Letters of Administration, Probate, Sale of Estate and Variation.

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Simplified inheritance tax

The Estate Administration app delivers a simple, easy-to-use interface for practitioners of private client work to complete inheritance tax calculations and estate accounts with ease. 

Information collected on the estate is used to calculate the inheritance tax due, saving time by automatically generating the relevant IHT forms with no need to rekey information. This information is also used to produce schedules and STEP-based estate accounts.

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Estate Accounts

LEAP is developed to make the process of document production as quick and easy as possible. Complicated documents, such as, Estate Accounts can be generated with ease.

With the ability to populate pre-existing matter information and up-to-date legal rates and calculations, you can generate an overview of the estate at the click of a button.

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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.

Frequently asked questions

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Make more money practising from estates and probate

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