New LEAP app is changing how lawyers manage probate

Probate work is highly administrative and due to its delicate nature must be carried out with great care and attention. This often causes conflict with the need to work efficiently.

Throughout the past year, LEAP has added significant new features to its practice management solution so that lawyers practising probate can increase profits but keep the process as short and painless as possible for the client.

The latest feature from LEAP’s innovative and industrious software development team is the LEAP Probate App. As with all new features in LEAP, the app is built with the end-user in mind. By collecting and responding to client feedback early on in the development lifecycle, better end-user satisfaction can be achieved, enabling lawyers to practise probate at optimal efficiency without compromising on service.

Providing a simple interface, the LEAP Probate App allows practitioners to input estate information with ease, completing complex inheritance tax calculations and estate accounts quickly and accurately and automating the generation of the relevant IHT forms, avoiding the need to rekey information.  

The LEAP software allows for simple data capture, mirroring the process of the HMRC IHT400 form electronically. Once the data is entered in LEAP, the App uses that information to produce accurate IHT400, Schedules and Estate Accounts which can be saved back to the LEAP matter with one click.

There is no requirement to rekey data between the software and the IHT400 forms with the data re-used for the Estate Accounts calculations, making the process more efficient. Security is ensured as all data is encrypted and stored safely within Amazon Web Services’ data centres.

John Flanagan, head of product and innovation at LEAP UK said: “By talking to our clients and learning their processes, we have enhanced our probate software to improve the user experience. This new functionality within LEAP is the most efficient way to manage probate, allowing a practitioner to take on a higher caseload and generate more profit.”