WealthCounsel + LEAP

The Ultimate Practice Solution

Take your firm to new heights by combining the power of WealthCounsel with LEAP. Experience the benefits of an Elite membership, plus the industry’s most advanced practice management integration. Manage matters, documents, and billing in one place while harnessing the drafting power of WealthCounsel. The partnership between WealthCounsel and LEAP sets a new standard for seamless integration, demonstrating both companies’ commitment to helping estate planning firms work with greater ease and efficiency.

The Power of WealthCounsel and LEAP Combined

Two-Way Contact Sync

Our seamless integration keeps contact records aligned across both systems, reducing interruptions to your drafting process and helping ensure the accuracy of your information.

When you create or edit a contact in one system, those updates flow to the other via the integration.
Full WealthCounsel Benefits

Membership includes the benefits of an Elite membership: unlimited drafting with more than 300 document templates, continuing education, and access to the premier WealthCounsel member community.

You'll also receive collaborative, dedicated help from WealthCounsel Member Services and LEAP’s expert HelpDesk and Client Success teams.
Expanded Drafting & Administration

Automated Probate Forms: Access a library of probate and estate administration forms that automatically populate with matter details.

Deed Preparation Services: Access integrated deed preparation and recording services covering every state.

E-signatures: Securely send and receive electronic signatures at no additional cost with integrated electronic document signing.

Advanced Tools

Leverage cutting-edge Legal AI to drastically reduce hours spent on manual work.

LawY Legal Research: Utilize an AI legal assistant designed to help you with research, drafting, and proofreading that draws from an expanding estate planning knowledge base.

Matter AI: Gain instant insights into your matters. Generate trust summaries, flowcharts, and summaries of complex correspondence effortlessly.

Seamless Billing & Online Payments

Boost your firm’s cash flow with automated billing tools. LEAP enables your clients to pay online via credit card and offers secure payment plans, helping you get paid faster with less administrative overhead.

Automated Time Tracking

Easily capture billable tasks and turn them into editable time entries, enabling you to seamlessly track hours and boost profitability.

Automated Workflows

Client Connect (Intake): Utilize a streamlined system to gather, organize, and integrate client intake information directly into your matters.

Custom Document Automation: Using LEAP, automate your firm's entire document library from state-specific forms and templates to your own letters, deeds, and funding documents.

The following is a sample of documents that can be drafted:

Wealth Docx® Complete
  • Living Trust and Ancillaries
  • Will and Ancillaries
  • Irrevocable Trust Agreement*
  • Spousal Lifetime Access Trust*
  • Life Insurance Trust*
  • Qualified Personal Residence Trust*
  • Grantor Retained Trust (GRAT, GRIT, GRUT)*
  • Gifting Trust*
  • Retirement Trust*
  • Living Trust Amendment
  • Durable Power of Attorney
  • Pour-Over Will
  • Certificate of Trust
  • Healthcare Power of Attorney
  • HIPAA Authorization
  • And many more!

* Included in Wealth Docx Complete

Elder Docx™
  • Medicaid Asset Protection Trust
  • Medicaid Family Protection Trust
  • Veterans Asset Protection Trust
  • Medicaid Asset Protection Letter
  • Qualified Income Trust
  • Self-Settled Special Needs Trust
  • Third-Party Supplemental Needs Trust
  • Sole Benefit Trust
  • Secure Supplemental Needs Trust
  • And many more!
Business Docx®
  • Operating Agreement and Ancillaries
  • Meetings, Minutes, and Resolutions
  • Assignment and Transfer of Interest
  • Bylaws
  • Buy-Sell Agreement
  • Equity Purchase Agreement
  • Independent Contractor Agreement
  • Secured Promissory Note
  • LLC Formation Document
  • Engagement Letter
  • And many more!
Gun Docx®
  • Trust Agreement and Ancillaries
  • Intake Form (Gold)
  • Intake Form (Bronze)
  • What Can I Do With a Gun Trust?
  • Gun Trust Guide (Bronze)
  • Intake Form (Silver)
  • Gun Trust Guide (Silver and Gold)
  • Co-Trustee Appointment
  • Trustee Declaration
  • Co-Trustee Removal
  • And many more!

Pricing

Membership pricing is based on the number of users in your firm and the products that best fit your firm’s needs. To ensure you have the membership that best aligns with your practice, we encourage you to schedule a call with us to discuss your goals, preview the software, and explore how a WealthCounsel + LEAP membership can benefit your firm. Fill out the form below to schedule a demo.