Unlocking the Full Potential of the Estate Administration App

Estate administration is a detailed and often time-consuming area of legal work. But for users of LEAP Estates, that process is being transformed. The LEAP Estates Estate Administration app is designed to simplify the probate process, reduce duplication, and save hours of manual effort, all while helping private client teams work more efficiently and accurately.

Here’s how LEAP Estates users can get the most out of this powerful tool and make it a seamless part of their workflow.

Automate the Complex

Traditionally, generating the full HMRC IHT400 suite of forms involved repetitive data entry, fragmented notes, and chasing down loose ends across multiple systems. LEAP Estates' app changes that. It gathers all the required information in one place and uses it to automatically populate the necessary forms. Not only does this reduce the risk of errors, but it also drastically cuts down on time spent preparing documentation.

To get the most benefit here, make sure your matter types are fully configured. The more detailed your initial inputs, the less manual editing will be required later. Think of it as front-loading the work to save time throughout the process.

Use Integrated Document Creation

One of the app’s standout features is its automated document generation. As long as you’ve entered core client and estate details, the app can produce wills, letters, forms, and more, all pre-filled with the relevant data. This ensures accuracy, speeds up turnaround time, and helps firms maintain consistency in their documentation.

It’s a good idea to build out your firm’s library of templates and precedents within LEAP Estates, tailoring them to your typical cases. This way, your team can generate bespoke, ready-to-send documents with just a few clicks.

Estate Accounts in Minutes

Preparing estate accounts can be a painstaking task, especially when dealing with multiple assets, liabilities, and beneficiaries. LEAP Estates brings a practical solution: by drawing directly from existing matter information, including income, outgoings, and tax liabilities. The app compiles a complete STEP-compliant estate account in a fraction of the time.

For users, this means no more juggling spreadsheets or rechecking calculations. Make a habit of updating matter data in real time, so estate accounts can be generated as soon as needed.

Maximise Outlook and Mobile Integration

The app isn’t just limited to your desk. Through its integration with Outlook, users can manage deadlines, set reminders, and send correspondence all within a familiar interface. This cuts down on switching between programs and helps ensure key tasks aren’t missed.

LEAP Mobile also makes it easy to work on the go. Whether you’re meeting clients, attending court, or simply working remotely, you can access matter information, scan and send documents, and record time from your phone, keeping you productive wherever you are.

Make it a Team Effort

Finally, one of the best ways to get the most from the LEAP Estates Estate Administration app is to treat it as a shared tool. Encourage your team to collaborate within the platform, updating records, sharing notes, and keeping all matter information in one place. This centralised approach promotes transparency and avoids duplication of effort.

LEAP Estates' Estate Administration app isn’t just a convenient add-on – it’s a transformative tool for legal professionals handling probate and estate matters. By making full use of its automation, document generation, and integration capabilities, users can free up valuable time, improve accuracy, and provide clients with a smoother experience.

If you're already using LEAP Estates, take a moment to review how your firm is engaging with the app. Small changes in how you use the platform could unlock significant gains in efficiency and productivity.

info@leapestates.co.uk