Estate Reporting

Apr 6, 2026
Knowledge

How To

Estate Reporting is a series of new reports that provide insight into estate planning matters to help identify where clients may need to revise or update their estate plans.

These reports are available as part of the Firm & Matter Analytics app, which can be enabled via the LEAP App Marketplace.

Accessing Estate Reporting

Once Firm & Matter Analytics is enabled:

From the LEAP Matter list, click LEAP Menu > Other.
Select Estate Reporting.

The Estate Reporting window will open with the three reports (Estates by Value, Clients by Age and Client Children by Age) listed as tabs at the top of the new window.

Reporting on Estates by Value

Estates by Value will provide a breakdown of estate planning matters where the net estate value is between any two values. This is based on the Assets & Liabilities table on estate planning matters.

This will be the default tab when the Estate Reporting screen is opened.

Optionally, apply any desirable filters. Available filters include:
1. 1. Matter opened – the engagement date of the matters.
  2. Matter archived – the archive date of the matters.
  3. Exclude deceased – by default, this report will exclude any cards that have a Date of Death entered.
  4. Matter statuses – the current status of the matters, based on any critical dates entered.
  5. Estate value – the net estate value of the client, based on the information in the Assets & Liabilities table.
Click Generate to produce the report.
To export the report, select either Download Excel or Download PDF to save a local copy in the appropriate format.

Click to edit heading

If multiple people are listed on the client card, these are shown as a single entry on this report. The displayed email address is the one recorded on the card's Details tab.

Reporting on Clients by Age

Clients by Age will produce a list of matters based on the Date of Birth field on the clients’ cards. This will help to identify clients who may have a need to update their estate plan.

Select the Clients by Age tab at the top of the screen.
Optionally, apply any desirable filters. Available filters include:
1. Matter opened – the engagement date of the matters.
2. Matter archived – the archive date of the matters.
3. Exclude if no DOB – by default, this report excludes cards where the Date of Birth field is blank. Uncheck this checkbox to display these cards.
4. Exclude deceased – by default, this report will exclude any cards that have a Date of Death entered.
5. Matter statuses – the current status of the matters, based on any critical dates entered.
6. Age range – the age of the client based on their Date of Birth.
Optionally, to identify clients who are approaching (or have recently reached) a milestone age, such as the age of Medicare eligibility, enter the Show date at age field.

Click to edit heading

If the Show date at age field is populated, the report will display the date that the client will reach the nominated age in the Threshold Date column.
Click Generate to produce the report.
To export the report, select either Download Excel or Download PDF to save a local copy in the appropriate format.

Click to edit heading

If multiple people are recorded as the client on a single matter (and they meet the filter criteria), they are displayed individually with each showing the email address entered for that person’s record.

Reporting on Client Children by Age

The Client Children by Age report will produce a list of matters based on the Date of Birth recorded for the children of existing clients. Where these children have reached the age of majority, there may be a need to update estate plans to reflect changes to guardianship, inheritance, or to support the new adult in creating their own estate plan.

Select the Client Children by Age tab at the top of the screen.
Optionally, apply any desirable filters. Available filters include:
1. Matter opened – the engagement date of the matters.
2. Matter archived – the archive date of the matters.
3. Exclude if no DOB – by default, this report excludes cards where the Date of Birth field is blank. Uncheck this checkbox to display these cards.
4. Exclude deceased – by default, this report excludes any cards with a Date of Death entered.
5. Matter statuses – the current status of the matters, based on any critical dates entered.
6. Age range – the age of the child based on their Date of Birth.
Optionally, to identify children of clients who are approaching (or have recently reached) a milestone age, such as the age of majority, enter the Show date at age field.

Click to edit heading

If the Show date at age field is populated, the report will display the date that the client’s child will reach the nominated age in the Threshold Date column.
Click Generate to produce the report.
To export the report, select either Download Excel or Download PDF to save a local copy in the appropriate format.

Click to edit heading

If multiple people are listed on the client card (and the child record meets the nominated criteria), these are shown as a single entry on this report. The email address displayed is the one recorded on the Details tab of the client card.

Last Modified Date

4/6/2026 9:11 PM

Title

Estate Reporting

URL Name

Estate-Reporting-US

Resolution