• February 27, 2024
 Unlock the Future of Private Client Practice: Embrace Technology, Elevate Service.

Unlock the Future of Private Client Practice: Embrace Technology, Elevate Service.

In the ever-evolving landscape of legal practice, technology has reshaped the way lawyers operate.

Yet, amidst this rapid transformation, one crucial domain has often been overlooked: private client work. Until now.

Recent global events and a shift in client expectations have been a catalyst for seismic change in private client law. Traditionally characterised by face-to-face meetings and paper correspondence, the provision of private client services is now undergoing a digital revolution.

Today’s clientele, predominantly in the latter stages of life, are increasingly diverse and demand more sophisticated solutions. As the 45+ demographic transitions into the 55+ age group, the expectation for a digital-first service will only intensify. Law firms must adapt, offering a spectrum of services from traditional to fully digital journeys.

But it’s not just about meeting current expectations. The future demands even more agility and foresight. Executors, now more youthful and tech-savvy, expect a seamless digital experience when administering estates or obtaining probate.

Moreover, societal shifts in perceptions and behaviours, coupled with the rise of digital assets like cryptocurrencies, present new challenges. Without proper succession planning, valuable assets could be overlooked, putting both solicitors and beneficiaries at risk.

The solution lies in a paradigm shift towards a “trusted advisor” model. Law firms must leverage technology to offer comprehensive lifetime planning services, collaborating with IFAs, accountants, and other professionals to provide holistic advice. By establishing robust processes and leveraging best-in-class technology, firms can navigate the complexities of modern estate planning with ease.

Our white paper delves deep into these challenges and presents actionable strategies to thrive in the digital age. From understanding the evolving needs of modern families to leveraging technology for seamless estate administration, we provide a roadmap for success.

IS your private client software solution fit for purpose? Don’t let your firm be left behind and download our full white paper today.

This article was submitted to be published by LEAP Estates as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

 

LEAP Estates

https://www.leapestates.co.uk/

LEAP Estates occupies a unique position in the legal software market, providing specialist software for probate solicitors and estate planners. Providing an end-to-end digital solution with powerful features and functionality, the innovative solution provides everything you need to manage your client’s wills, LPAs and estates efficiently, including case management, accounting, document assembly and management, will building and legal publishing assets in one integrated cloud solution. Improve collaboration and accuracy of work by accessing one, fully searchable, electronic matter file with all data, documents and emails hosted within that matter. Innovative features include:

  • Complex document automation
  • Intuitive will building software
  • LEAP Estates' Document register
  • A dedicated Mobile app
  • Automated legal forms and precedents
Integrated office and client accounting and much more. Key services
Service

Estate accounts and inheritance tax automation

Intuitive will building software

A single, secure and searchable matter

Automated legal forms and precedents

Company Address LEAP Estates, The Hub, 40 Friar Lane, Nottingham. NG1 6DQ Key contact Name: Craig Matthews Tel: 0330 223 0538 Email: Info@leapestates.co.uk LinkedIn Acc: