Digital transformation in private client practice

LEAP, a provider of legal practice management software, and WillSuite, an estate planning innovator, have joined forces to launch LEAP Estates. This is a end-to-end digital solution for estate management, probate and lifetime planning professionals.

LEAP Estates is a specialist practice productivity solution that gives private client practitioners the tools they need to manage matters on a single platform.

Both based in Nottingham, the two companies have developed LEAP Estates to help practitioners navigate the changing legal technology landscape.

LEAP Estates offers information and processes that can be shared with clients. LEAP Estates users will also have access to the software provider’s content library.

“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,” says Craig Matthews, CEO of LEAP Estates.

“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.”

LEAP Estates also includes functions for will writing, available through WillSuite. This includes mirroring across wills and LPAs, as well as LPA copying.

Seb Shakh, founder and CEO of WillSuite comments, “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.”

Image: Craig Matthews from LEAP and Seb Shakh from WillSuite.

Emma Cockings Emma is a content editor for Claims Media. Emma is a experienced writer with a background in client-centric personal injury for a major firm. She has attended and reported on multiple brokerage events throughout her career.