WHAT WE’LL COVER
Are you spending too much time creating routine client documents like final memoranda, funding charts, and case summaries? Join us for an informative webinar to see how LEAP can help you work more efficiently in your estate planning practice. Experienced estate planning attorneys, Yvonne Eckert of WealthCounsel and Ari Bulmash of LEAP, will highlight a few of the most powerful tools and automation features available when using WealthCounsel and LEAP together. The webinar will include the following:
- What’s new and what’s coming soon with the WealthCounsel-LEAP integration
- An overview of how LEAP can help you automate custom documents like estate plan summaries, asset and funding charts, and more
- A discussion of LEAP tools and integrations to help you in every step of your practice
- An exciting look at future opportunities to enhance your estate planning practice
If you’re a WealthCounsel member looking to enhance your practice’s efficiency, register now to discover how WealthCounsel + LEAP can help you do more in less time!
This webinar is for WealthCounsel members only. If you are interested in talking with a Membership Advisor about using WealthCounsel and LEAP together, email membershipadvisors@wealthcounsel.com.
Attendees will have access to materials and recordings until Sunday, February 28, 2027.
For additional program information or any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or (888) 659-4069, ext. 818.