Practice Management Software for
Wills & Lifetime Planning

LEAP develops market leading software solutions, providing
everything you need to conduct a matter.

Helping your clients plan for the future

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

Whether advising on wills, lasting power of attorney, trusts or tax, It’s never too early to help your clients plan for the future, helping to protect their assets and ensure their wishes can be carried out.

With integrated, up-to-date and fully automated forms and precedents, powerful will building capabilities, accounting and billing functionality, LEAP provides an array of tools that will ensure your clients are well prepared for the years ahead.

Pre-configured Matter Types

Our Wills & Lifetime Planning Matter Types provide all fields necessary to capture pertinent information. This information is used to generate documents with 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.

Automated legal forms and precedents

Access a library of legal forms and precedents essential to producing a Will or supporting a client to plan for the future. To boost efficiency, forms are automatically populated with the details recorded in your LEAP matter.

LEAP maintains and manages over 8,000 legal forms and precedents across all the common areas of law. 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) and Register your Lasting Power of Attorney (form LP2)

View all automated legal forms available to LEAP clients.

Parkers Will Precedents - LEAP Legal Software UK

Will Creation

LEAP puts automation at the heart of the will building process. Providing templates and precedents that data can merge to from your electronic matter. You can also get creative, as LEAP also integrates with Word, you can edit your templates and add new merge fields if necessary.

You can also search and select clauses from either of the comprehensive clause libraries available to you within LEAP via our integrated partners, By Lawyers and Parker’s Will Precedents.

Aimed at anyone who drafts professional wills, LEAP makes it simple to create legally sound wills for a variety of circumstances.

All common areas of law

Make more money from Wills and lifetime planning

For law firms that handle Estates and lifetime planning. Discover how LEAP can help.

  • Draft professional wills easily with the integrated By Lawyers clause library and precedents.
  • Take payments online with RapidPay, our integrated legal payments solution.
  • An electronic matter to manage all the data and correspondence needed to conduct the matter in a timely and professional manner.
  • Automated legal forms and precedents pre-filled with client and matter details to eliminate manual data entry.
  • Share documents and access matter details, client information and correspondence from any connected device.
  • Accurately capture time from anywhere through deeply integrated time recording, including configurable task and activity codes.
  • Integrated legal accounting ensures regulatory compliance, timely invoicing and disbursement management.
  • Simplified disaster recovery with continual backups through AWS with 99.9% uptime for access from any connected device.
  • Integrated device management and two-factor authentication delivers unparalleled levels of security.
  • Collaborate with clients and third-parties through LawConnect, our integrated collaboration platform.
  • Stay up to date with legislation with By Lawyers, exclusively integrated into LEAP and providing guides and legally drafted documents.

REQUEST A LIFETIME PLANNING DEMONSTRATION