You can now track financial administration activities within your LEAP matters with the new Estate Accounting, app at no extra cost.
Accurate recordkeeping is key in probate and estate administration—deposits, payments, and distributions must all be accounted for. Now, you can manage detailed, court-ready accountings directly in your matters, reducing the need to outsource.
Our Estate Accounting app helps you:
- Create detailed accountings to share with courts* and beneficiaries.
- Reduce redundant data entry by selecting assets and accounts already associated with the matter. Use those records to auto-populate required court forms.
- Stay organized with transaction updates linked to the Assets and Liabilities table.
- Export the ledger and distributions to Microsoft Excel or CSV formats.
Streamline financial administration accounting with the Estate Accounting app. Visit the LEAP Help Center for instructions on how to get started.
If you have any questions about the app, please reach out to us at estates@leap.us.
*Court forms available for select jurisdictions.
