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Now Live - California Estate Planning Assets & Liabilities Super Layout
Nov 21, 2023 - 0 comments
California Estate Planning attorneys now have a new and improved way to collect and manage client assets & liabilities information in LEAP. This new system makes it easier than ever to efficiently manage client asset information for use in Estate Planning documents, including asset schedules, deeds, and other funding documents.
This new feature has been expertly developed by the LEAP Content team of attorneys and Estates & Trusts specialists, and is part of LEAP's commitment to providing software that helps simplify the complexities of running your legal practice, while improving productivity and efficiency.
Here are some key features:
- Asset Management – Record and organize all client assets in a variety of asset classes, including real property, bank accounts, investments, personal property, and more. Input and track asset details, such as descriptions, valuations, community property portions, and ownership information. These lists can be used to create many funding documents used in Estate Planning.
- Liabilities and Debts Tracking – Manage client liabilities and outstanding debts, including loans, mortgages, and other financial obligations. Input and track debt details, including creditor information and amounts owed.
- Client Collaboration – Securely request details for the Assets & Liabilities super layout directly from clients via the LEAP Client Connect App and save all details directly to the matter in LEAP.
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