Sharpen your LEAP and WealthCounsel skills with the experts who know the software best.
Our weekly, topic-based office hours for estate planning are designed to help you deepen your product knowledge, get live answers to your questions, and work more efficiently—all in a supportive, interactive environment. You’ll watch feature walkthroughs, learn best practices, and receive personalized assistance tailored to your needs.
Bring your questions. We can't wait to help you get the most out of LEAP and WealthCounsel.
The topics for this month include:
- April 2, 16, & 30 – LEAP + WealthCounsel Best Practices: Learn how to use LEAP to power your WealthCounsel drafting process, reduce duplicate data entry, and manage estate planning matters from intake to execution.
- April 9 – Streamline Client Intake: Discover how LEAP can simplify client intake with Client Connect or through the DecisionVault integration.
- April 23 – Estate Accounting: Learn how to use the Assets and Liabilities table and simplify financial analysis with the Estate Accounting app.
Meet your co-hosts:
Christy Schmidt, LEAP’s Adoption Manager, operated an estate planning and probate firm for almost 20 years and can assist you with incorporating LEAP, AI integrations, and WealthCounsel drafting to enhance your workflow.
David Hubinger brings a wealth of legal experience as a Content Specialist at LEAP. Formerly a litigation associate, he has represented clients in civil litigation and played a key role in developing his firm’s estate planning practice—including using WealthCounsel to optimize the drafting process.
Kendra Mort, Senior Innovations Specialist at LEAP, brings over eight years of experience developing LEAP’s probate and estate accounting solutions. With a background in document automation, Kendra has deep expertise in advanced automation strategy and workflow optimization. She specializes in helping firms increase efficiency, accuracy, and scalability.
Space often fills up fast! Secure your spot today:
