LEAP and WillSuite launch new end-to-end digital solution for estate planning and management

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Source: Today’s Conveyancer

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.

Craig Matthews, CEO of LEAP Estates, said: “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.

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.”

Seb Shakh, founder and CEO of WillSuite commented: “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.”

Read full article: https://todaysconveyancer.co.uk/leap-willsuite-launch-new-end-end-digital-solution-estate-planning-management/

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