LEAP has added the following PDF forms to the Estate Administration matter type in Pennsylvania:

• Petition for Adjudication - Decedent's Estate (OC-01)
• Petition for Adjudication - Trust Estate (OC-02)
• Notice of Charitable Gift (OC-06)
• Notice of Claim (OC-07)
• Petition for Grant of Letters (RW-02)
• Oath of Subscribing Witness(es) (RW-03)
• Oath of Non-Subscribing Witness(es) (RW-04)
• Oath of Witness(es) to Will Executed by Mark (RW-05)
• Renunciation (RW-06)
• Notice of Estate Administration (RW-07)
• Certification of Notice (RW-08)
• Inventory (RW-09)
• Pa. O.C. Rule 10.6 Status Report (RW-10)
• Estate Information Sheet (REV-346)
• Inheritance Tax Return - Resident Decedent (REV-1500)
• Schedule A - Real Estate (REV-1502)
• Schedule B - Stocks & Bonds (REV-1503)
• Schedule C - Closely-Held Corporation or Partnership or Sole Proprietorship (REV-1504)
• Schedule C-1 - Closely-Held Corporate Stock Information Report (REV-1505)
• Schedule C-2 - Partnership Information (REV-1506)
• Schedule D - Mortgages & Notes Receivable (REV-1507)
• Schedule E - Cash, Bank Deposits & Misc. Personal Property (REV-1508)
• Schedule F - Jointly-Owned Property (REV-1509)
• Schedule G - Inter-Vivos Transfers and Misc. Non-Probate Property (REV-1510)
• Schedule H - Funeral Expenses and Administrative Costs (REV-1511)
• Schedule I - Debts of Decedent, Mortgage Liabilities & Liens (REV-1512)
• Schedule J - Beneficiaries (REV-1513)
• Schedule K - Life Estate, Annuity & Term Certain (REV-1514)

LEAP has added the following Wisconsin Guardianship & Conservatorship of Adults forms to the Forms & Templates library:

New forms

·        Account of Guardian or Conservator (Adult Guardianship and Conservatorship) GN-3500

·        Annual Report on the Condition of the Ward (Adult Guardianship) GN-3480

·        Application to Authorize or Confirm Sale/Mortgage/Lease of Real Estate of Ward under Guardianship (Minor and Adult Guardianship) GN-3570

·        Certificate of Service on Individual (Guardianship, Protective Placements or Protective Services) (Adult Guardianship) GN-3121

·        Confirmation of Completion of Guardian Training Program (Adult Guardianship) GN-3135

·        Consent to Act GN-131B

·        Consent to Serve as Conservator GN-3370

·        Consent to Serve as Temporary Guardian (Adult Guardianship) GN-3230

·        Declaration of Service (Guardianship, Conservatorship, Protective Placement or Protective Services) (Adult Guardianship and Conservatorship) GN-3120

·        Determination and Order on Petition for Guardianship Due to Incompetency (Adult Guardianship) GN-3170

·        Examining Physician's or Psychologist's Report (Adult Guardianship) GN-3130

·        Final Order Accepting Guardianship Transferred to Wisconsin (Minor and Adult Guardianship) GN-3906

·        Final Order Confirming Transfer of Guardianship to Another State (Minor and Adult Guardianship) GN-3903

·        Findings and Order Continuing Protective Placement - Order for Protective Services (Annual Review) GN-4120

·        Findings and Order Terminating Protective Placement (Annual Review of Protective Placement) GN-4130

·        Guardianship or Conservatorship Inventory (Adult Guardianship and Conservatorship) GM-3440

·        Letters of Conservatorship GN-3390

·        Letters of Guardianship of the Estate Due to Incompetency (Adult Guardianship) GN-3210

·        Letters of Guardianship of the Person Due to Incompetency (Adult Guardianship) GN-3200

·        Letters of Temporary Guardianship of the Estate (Adult Guardianship) GN-3265

·        Letters of Temporary Guardianship of the Person (Adult Guardianship) GN-3260

·        List of Ward's Remaining Assets at Guardianship Termination (Minor and Adult Guardianship) GN-3760

·        Modified Annual Account of Married Ward (Minor and Adult Guardianship) GN-3510

·        Notice and Order for Hearing Chapters 53, 54 and 55 (Minor and Adult Guardianship) GN-101

·        Notice of Appointment of Successor Guardian (Without Hearing) (Adult Guardianship) GN-3430

·        Notice of Change of Address (Adult Guardianship) GN-3520

·        Notice of Filing of Final Account (Adult Guardianship) GN-3750

·        Notice of Filing of Petition to Change Venue (Adult Guardianship) GN-3155

·        Notice of Firearm Restriction GN-4065

·        Notice of Initial Placement by Appropriate Board or Designated Agency GN-4070

·        Notice of Rights for Emergency Protective Placement GN-4010

·        Notice of Statement Requesting Removal of Rights and Transfer of Additional Powers to Guardian (Adult Guardianship) GN-3648

·        Notice of Transfer of Protective Placement GN-4340

·        Notification To Court of Assumption of Duties by Standby Guardian (Adult Guardianship) GN-3220

·        Order and Notice for Hearing of Statement Requesting Removal of Rights and Transfer of Additional Powers to Guardian (Adult Guardianship) GN-3646

·        Order and Notice for Hearing on Petition Objecting to Transfer of Protective Placement GN-4360

·        Order and Notice for Hearing on Temporary Protective Placement GN-4020

·        Order and Notice of Hearing (Adult Guardianship) GN-3110

·        Order Appointing Guardian Ad Litem (Annual Review of Order Authorizing Involuntary Administration of Psychotropic Medications) GN-4240

·        Order Appointing Guardian ad Litem (Annual Review of Protective Placement) GN-4090

·        Order Appointing Guardian ad Litem or Attorney GN-131A

·        Order Concerning Removal of Firearm Restriction (Guardianship/Protective Placement) GN-4067

·        Order for Appointment of Successor Guardian of the Estate (without Hearing) (Adult Guardianship) GN-3423

·        Order for Appointment of Successor Guardian of the Person (without Hearing) (Adult Guardianship) GN-3420

·        Order for Appraisal (Minor and Adult Guardianship) GN-3580

·        Order for Hearing Petition for Appointment of Conservator GN-3360

·        Order for Reimbursement for Costs of Representation (Chapter 55) GN-4510

·        Order of Discharge of Guardian or Conservator (Adult Guardianship and Conservator) GN-3740

·        Order on Petition for Appointment of Conservator GN-3380

·        Order on Petition for Approval Prior to Exercise of Powers over the Estate of a Married Ward (Minor and Adult Guardianship) GN-3620

·        Order on Petition for Change of Venue Due to Change of Residence of Ward (Adult Guardianship) GN-3526

·        Order on Petition for Involuntary Administration of Psychotropic Medication (With Order for Protective Services) GN-4180

·        Order on Petition for Protective Placement or Protective Services GN-4060

·        Order on Petition for Review of Conduct of Guardian (Adult Guardianship) GN-3680

·        Order on Petition for Standby/Successor Guardian (With Hearing) (Adult Guardianship) GN-3437

·        Order on Petition for Temporary Guardianship (Adult Guardianship) GN-3250

·        Order on Petition for Termination of Guardianship (Adult Guardianship) GN-3660

·        Order on Petition Objecting to Transfer of Protective Placement GN-4370

·        Order on Petition to Extend Temporary Guardianship (Adult Guardianship) GN-3280

·        Order on Petition to Modify Guardianship (Adult Guardianship) GN-3665

·        Order on Petition to Modify Protective Placement or Protective Services GN-4400

·        Order on Petition to Transfer Income and Assets (Minor and Adult Guardianship) GN-3640

·        Order on Statement of Noncompliance with Order for Involuntary Administration of Psychotropic Medication GN-4220

·        Order on Temporary Protective Placement or Protective Services GN-4030

·        Order to Authorize and/or Confirm Sale/Mortgage/Lease of Real Estate of Ward under Guardianship (Minor and Adult Guardianship) GN-3590

·        Petition for Annual Review of Protective Placement GN-4080

·        Petition for Appointment of Conservator GN-3350

·        Petition for Appointment of Standby/Successor Guardian (With Hearing) (Adult Guardianship) GN-3435

·        Petition for Appointment of Successor Guardian (Without Hearing) (Adult Guardianship) GN-3410

·        Petition for Approval Prior to Exercise of Powers Over the Estate of a Married Ward (Minor and Adult Guardianship) GN-3610

·        Petition for Change of Venue Due to Change of Residence of Ward (Adult Guardianship) GN-3525

·        Petition for Involuntary Administration of Psychotropic Medication (with Petition for Protective Services) GN-4170

·        Petition for Order Authorizing Involuntary Administration of Psychotropic Medications (Annual Review) GN-4230

·        Petition for Protective Placement/Protective Services GN-4040

·        Petition for Review of Conduct of Guardian (Adult Guardianship) GN-3670

·        Petition for Temporary/Permanent Guardianship Due to Incompetency (Adult Guardianship) GN-3100

·        Petition for Termination of Guardianship of Person/Estate (Adult Guardianship) GN-3650

·        Petition Objecting to Transfer of Protective Placement GN-4350

·        Petition to Accept Guardianship Transferred to Wisconsin (Minor and Adult Guardianship) GN-3904

·        Petition to Extend Temporary Guardianship (Adult Guardianship) GN-3270

·        Petition to Modify Guardianship (Adult Guardianship) GN-3655

·        Petition to Modify Protective Placement or Protective Services GN-4380

·        Petition to Transfer Guardianship to Another State (Minor and Adult Guardianship) GN-3901

·        Petition to Transfer Income and Assets of Person under Guardianship (Minor and Adult Guardianship) GN-3630

·        Petition to Transfer Property upon Termination of Guardianship (Minor Guardianship of the Estate) GN-3710A

·        Physician's Statement - Involuntary Administration of Psychotropic Medication GN-4175

·        Provisional Order on Petition to Accept Guardianship Transferred to Wisconsin (Minor and Adult Guardianship) GN-3905

·        Provisional Order on Petition to Transfer Guardianship to Another State (Minor and Adult Guardianship) GN-3902

·        Psychotropic Medication Report and Recommendation of Guardian ad Litem (Annual Review) GN-4260

·        Public Defender Response (Chapter 55) GN-4520

·        Receipt from Guardian or Conservator (Adult Guardianship and Conservatorship) GN-3730

·        Registration of Out-of-State Guardianship (Minor and Adult Guardianship) GN-3907

·        Report and Recommendation of Guardian ad Litem (Annual Review) GN-4110

·        Report of Disposition of Funds Sale/Mortgage/Lease of Real Estate (Minor and Adult Guardianship) GN-3600

·        Report of Guardian ad Litem Due to Incompetency (Adult Guardianship) GN-3160

·        Resignation of Guardian or Conservator (Adult Guardianship and Conservatorship) GN-3400

·        Signature Bond (Minor and Adult Guardianship) GN-3190

·        Statement of Acts by Proposed Guardian and Consent to Serve as Guardian (Adult Guardianship) GN-3140

·        Statement of Emergency Protective Placement GN-4000

·        Statement of Noncompliance with Order for Involuntary Administration of Psychotropic Medication GN-4210

·        Statement of Ward's Real Property filed with Register of Deeds (Minor and Adult Guardianship) GN-3450

·        Statement Requesting Removal of Rights and Transfer of Additional Powers to Guardian (Adult Guardianship) GN-3644

·        Summary Hearing Findings and Order Continuing Order Authorizing Involuntary Administration of Psychotropic Medications (Annual Review) GN-4270

·        Waiver and Consent to Petition for Guardianship Due to Incompetency (Adult Guardianship) GN-3115

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LEAP has improved the Civil Litigation matter type for Florida. New tables, fields and dates have been added.

AI is quickly reshaping the practice of law, and although many firms are in a hurry to realize its benefits, wise adoption starts with asking the right questions.

Concerns about confidentiality, accuracy, professional responsibility, and protection of client data are legitimate. Asking questions is vital when appraising any technology used for legal work.

At the same time, caution should not become avoidance. Even attorneys who choose not to use AI themselves should understand how the technology works and how it is being used around them. That awareness is increasingly relevant to an attorney’s duty of competence under Rule 1.1, particularly as courts, court staff, opposing counsel, clients, and others around the profession are using AI in their own work. 

As AI technology continues to evolve, more law firms are finding practical ways to apply it in their day-to-day work. At LEAP, we advocate for purposeful adoption: AI should support legal professionals and not replace their expertise, judgment, or professional responsibilities.

Still not sure how to approach legal AI? Let’s clear up seven common misconceptions.

Using AI within LEAP can give you access to powerful capabilities while reducing the need to move matter information, documents, and work product between disconnected systems. It also keeps more of that work within a secure legal practice management environment designed around the confidentiality requirements of legal professionals.