LawSites

OCTOBER 25, 2023

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

Estate planning 116

Estate planning Practice management Attorney Software 116

Legal Tech Monitor

OCTOBER 25, 2023

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

Estate planning 52

Estate planning Practice management Attorney Software 52

LawSites

APRIL 6, 2022

LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, has acquired WealthCounsel , a leading provider of software, training and support for estate planning lawyers, and its related company ElderCounsel. Going Deep on Content.

Legal software 52

Legal software Legal software Estate planning Software 52

ABA TECHSHOW

FEBRUARY 6, 2024

LEAP Legal Software, Booth 509 Recent/Relevant News LawSites + Law360 : “LEAP Legal Software Names Legal Tech Veteran Misti Holmes As Chief Operating Officer for the U.S.” LEAP Legal Software US is part of the LEAP Group.

Legal software 45

Legal software Legal software Estate planning Software 45

Legally Speaking

MAY 21, 2023

She founded Goldberg LLP , a law firm that specializes in estate planning for high-net-worth and ultra-high-net-worth families. You can catch Rob and Natalie Goldberg talking about: The high-level definition between estate planning, wills, trust, asset protection, elder law, and wealth preservation.

Estate planning 58

Estate planning Legal software Legal software Software 58

Attorney at Work

JANUARY 11, 2022

In 2020, AbacusLaw began offering Practice Management Suites — specialized features for certain practice areas such as family law, personal injury, business litigation, estate planning, etc. A key aspect of Practice Management Suites lies in the ability to automate document creation thanks to technology from sibling product HotDocs.

Legal technology 59

Legal technology Legal technology e-filing Practice management 59

Lawmatics

JULY 9, 2024

Estate planning intake form. An estate planning intake form would focus on gathering information about the client's assets, beneficiaries, and wishes regarding the distribution of property, as well as preferences for guardianship, healthcare directives, and powers of attorney. How do I create a legal intake form?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40