To use the WillSuite Integration within LEAP,you must first enable the WillSuite app from the App Marketplace.

To enable: 

1. Navigate to the LEAP Menu
2. Go to Marketplace 
3. Search for the WillSuite App and Click Enable

Once enabled, you will notice a Will Drafter icon on “Wills” matters and An LPA Drafter icon on “Lasting Power of Attorney” matters.

If the WillSuite app is not working or loading correctly:

1. Disable and re-enable the integration from the App Marketplace.

2. Run a LEAP Repair.

This guide explains how to use the WillSuite App within LEAP for drafting Wills or LPAs. Follow these instructions to begin drafting your Estate Planning documents via the WillSuite App in LEAP.

Prerequisites

The WillSuite App will need to be enabled within LEAP Desktop. This will involve visiting the LEAP Marketplace. You can find our guide on this topic here.

Step-by-Step Instructions

• Create or Access a Matter:

  • Begin by creating or accessing a ‘Wills’, ‘Lasting Power of Attorneys’ or ‘Wills & Powers of Attorney’ matter in LEAP.

• Enter Client Details:

  • Input the details of your clients to create the case as you normally would.

• Add Relevant Details:

  • Enter the details of any relevant person or organisation as cards in LEAP. Alternatively, you can add these details in the WillSuite app's address book and map them to the cards in LEAP.

• Launch WillSuite App:

  • Select the 'Wills & LPAs' app from the ribbon at the top of the matter page.

• Navigate to Questionnaire:

  • You will be directed to the questionnaire page in WillSuite, displaying a list of all the documents you can draft.

• Create a questionnaire:

  • Click the 'Create' button adjacent to the name of the questionnaire you wish to begin drafting.

• Drafting:

  • Answer the questions within the questionnaire to draft the document. You will find that the details you previously entered as cards in LEAP will have auto-populated the address book within the questionnaire.

  • All questionnaires are laid out in the same manner. Each section of the document is listed on the column on the left hand side, the questions and answers are in the middle and on the right you will find all the hints and tips applicable to the specific questions.

• Dynamic questionnaires:

  • You will notice that the questionnaire is dynamic. Meaning you will only be presented with the relevant questions and depending upon your answers you will be asked different questions to draft the relevant clause.

• Appointing an Executor (example):

  • Navigate to the ‘Executors / Trustees’ tab

    • Access the questionnaire and select the ‘Executors / Trustees’ tab. (Note: In a mirror case you will be asked whether the testator wishes to appoint the spouse as the sole executor. Answer yes to appoint this person or no to follow the next step.)

    • You will be presented with the question ‘Who are the Executors?’ (Note: While this example uses Executors, the steps are applicable to any type of appointment.)

  • Complete the Executors’ Details

    • Select the button ‘Add Executor’, you can then either select the option ‘Select from existing‘ to pick an individual from the case address book (or matter in LEAP) or select the ‘Add a new Executor’ button to add in the details at this stage.

• Creating a Gift (example):

  • Navigate to 'Gifts of Money' Tab

    • Access the questionnaire and select the 'Gifts of Money' tab. Answer 'Yes' to the first question and click the 'Add Monetary Gift' button. (Note: While this example uses monetary gifts, the steps are applicable to any type of gift or trust.)

  • Complete the Monetary Gift Details

    • Fill out the subsequent questions as per the requirements of the gift / trust you're setting up.

  • Add Gift Beneficiaries

    • Under the gift distribution section, click on the 'Add Gift Beneficiaries' button and select 'Discretionary Trust' from the options.

  • Add a New Recipient

    • To finalise the creation of the discretionary trust, click on the 'Add a New Recipient' button and follow the instructions in the pop-up menu.

• Preview the Draft:

  • At any point, you can preview the Will or LPA by selecting the 'Preview' button at the bottom of the page.

• Complete and Upload the Documents back to the matter:

  • After completing the draft, click on 'Action' at the bottom of the page, then select 'Upload Documents back to Matter'.

  • A menu will pop up enabling you to decide which documents you wish to upload to the Correspondence list in the LEAP matter. This list will include the Commentary and the Signing Guide.

• Add Watermark (Optional):

  • If desired, add a watermark to the documents by filling in the watermark textbox displayed.

For any assistance or further queries, please do not hesitate to reach out to our support team on support@willsuite.co.uk.

This guide explains how to use mirror documents within the WillSuite App. Follow these instructions to mirror your Estate Planning documents drafted via the WillSuite App in LEAP.

Prerequisites

WillSuite App enabled within LEAP. You can find our guide on this topic here.

Step-by-Step Instructions

• Create or Access a Matter:

  • Begin by creating or accessing a ‘Wills’, ‘Lasting Power of Attorneys’ or ‘Wills & Powers of Attorney’ matter in LEAP.

• Launch WillSuite App:

  • Select the 'Wills & LPAs' app from the ribbon at the top of the matter page.

• Create a new questionnaire or enter a previously created questionnaire:

  • If you haven’t yet created the first questionnaire, please select the document you wish to draft from the questionnaire page presented in front of you. Once finished drafting, please select the finish button at the bottom of the questionnaire page.

  • Alternatively, if you have already created a questionnaire, please select the ‘Submissions’ tab from the column on the left hand side and click ‘View’ on the submission you wish to mirror.

• Mirror the document:

  • Select the ‘Mirror Submission’ option displayed on the page (please see image below):

For any assistance or further queries, please do not hesitate to reach out to our support team on support@willsuite.co.uk.

This guide explains how to copy the information provided from one LPA type to the other. Follow these instructions to save time by automatically copying key information over to the opposite LPA type drafted via the WillSuite App in LEAP.

Prerequisites

WillSuite App enabled within LEAP. You can find our guide on this topic here.

Step-by-Step Instructions

• Create or Access a Matter:

  • Begin by creating or accessing a ‘Lasting Power of Attorneys’ or ‘Wills & Powers of Attorney’ matter in LEAP.

• Launch WillSuite App:

  • Select the 'Wills & LPAs' app from the ribbon at the top of the matter page.

• Create a new questionnaire or enter a previously created questionnaire:

  • If you haven’t yet created the first questionnaire, please select the document you wish to draft from the questionnaire page presented in front of you. Once finished drafting, please select the finish button at the bottom of the questionnaire page.

  • Alternatively, if you have already created a questionnaire, please select the ‘Submissions’ tab from the column on the left hand side and click ‘View’ on the submission you wish to mirror.

• Copy questionnaire to opposite LPA:

  • Select option to copy to the opposite LPA type (please see image below):

For any assistance or further queries, please do not hesitate to reach out to our support team on support@willsuite.co.uk.
 

The scenario feature on WillSuite allows you to tag specific questions within a will questionnaire and later populate these tags with the relevant individuals. This guide explains how to efficiently use this feature.

Prerequisites

WillSuite App enabled within LEAP. You can find our guide on this topic here.

Step-by-Step Instructions

• Launch WillSuite App:

  • Select the 'Wills & LPAs' app from the ribbon at the top of the matter page.

• Enter a Will Questionnaire (please note, this is applicable to any questionnaires):

  • First, navigate to the questionnaire where you intend to create a scenario.

• Identify Scenario Questions:

  • Look out for questions that can be tagged for scenarios. These questions will have a tag button located on the right side of the panel.

• Assign Tags:

  • Click on the tag button to assign a tag to that particular question. For instance, for the question "Who are the guardians?", you might assign the tag "Guardian". Click 'Save' after assigning the tag.

• Tag Other Questions:

  • Continue through the questionnaire, tagging each relevant question as desired.

• Save Scenario:

  • Once you've tagged all necessary questions, locate the down arrow next to the 'Save' button. Click on it and choose 'Save Scenario'.

• Name and Describe Scenario:

  • You will be prompted to enter a name for this scenario, and you have the option to include a description.

• Assign Tags to Individuals:

  • Go into the address book of any case and assign the tags you’ve created to specific individuals. For example, Mary could be tagged as the "Guardian", while Sam could be tagged as the "Substitute Guardian".

• Create a Will Using a Scenario:

  • To create a will from a scenario, click on the 'Questionnaires' tab from the left-hand column. Next to 'Create', click the arrow and choose the scenario you want to use. Select the test data and click 'Load Scenario'.

• Review Prepopulated Data:

  • After loading the scenario, the questions within the will should now be pre populated based on the tags you assigned to individuals.

If you have any questions or require further guidance, feel free to contact support@willsuite.co.uk.

Custom precedent clauses can make your workflow more efficient by saving time and effort in drafting documents. With WillSuite, you can add your own clauses to a custom clause library for easy access and use in future documents via the tracked editing feature.

Prerequisites

WillSuite App enabled within LEAP. You can find our guide on this topic here.

Step-by-Step Instructions

• Enter the Menu within LEAP:

  • Select the Menu button at the top left hand corner of your LEAP matter list.

• Enter the Settings area and the WillSuite settings:

  • Select Settings from the list at the bottom of the page; and

  • Select WillSuite under the Apps category

• Access the Custom Clause Library:

  • Locate and click on the 'Custom Clause Library' tab from the column on the left-hand side.

• Create a New Clause:

  • Click on the 'Create New Clause' button to start adding your custom clause.

Should you need any further assistance, you can reach out to support@willsuite.co.uk.

This nifty tool allows you to make changes to your documents while keeping track of each edit. Below, you'll find a step-by-step guide to get you started.

Prerequisites

• WillSuite App enabled within LEAP. You can find our guide on this topic here.
• Access to a case and a submission that you wish to edit.

Step-by-Step Instructions

• Select the Relevant Matter:

  • Firstly, navigate to the matter that contains the document you'd like to edit.

• Launch WillSuite App:

  • Select the 'Wills & LPAs' app from the ribbon at the top of the matter page.

• Access the Submissions Tab:

  • Click on the 'Submissions' tab located in the column on the left-hand side and then click 'View' on the document you wish to edit.

• Find the Tracked Edit Option:

  • Scroll down to the documents menu. Here, click on the action button situated on the right-hand side of the document you want to edit.

  • From the dropdown menu, choose 'Tracked Edit'.

• Edit the Document:

  • Hover over the parts of the document you wish to change.
    You'll see four options appear on the right-hand side:

    • Edit

    • Pick a clause from the clause library

    • Delete a clause

    • Add a clause

  • Choose the appropriate option for your editing needs.

If you have any questions or need additional guidance, feel free to reach out to us at support@willsuite.co.uk.

Setting up a property trust on WillSuite is simple. Whether you want to establish a Life Interest Trust or a Right to Reside Trust, the following steps will seamlessly guide you through the process.

Prerequisites

• WillSuite App enabled within LEAP. You can find our guide on this topic here.
• Have a specific property and life tenant in mind for the trust.

Step-by-Step Instructions

• Launch WillSuite App:

  • Select the 'Wills & LPAs' app from the ribbon at the top of the matter page.

• Navigate to Property Trust:

  • In the Will questionnaire, click on the 'Property Trust' tab. Respond 'Yes' to the first question and then hit the 'Add Property Trust' button in the panel that appears next.

• Enter Property and Life Tenant Details:

  • Insert the address of the property and fill in the particulars of the life tenant.

• Answer Follow-Up Questions:

  • Address the subsequent questions relevant to your case. This includes deciding on whether you want to set up a Life Interest Trust or a Right to Reside Trust. To do this, make sure you answer the question 'Shall income generally be provided as income for the life tenant?'.

If you have any questions or run into any challenges, you can reach out to us at support@willsuite.co.uk.

Would you like to have commonly used details for a firm, person or an address readily available across all your cases? You can easily achieve this by adding them to the Global Address Book in WillSuite. This is especially helpful for including your firm's details to then appoint as a professional executor in a Will or as Certificate Provider on Lasting Power of Attorney.

Prerequisites

WillSuite App enabled within LEAP. You can find our guide on this topic here.

Step-by-Step Instructions

• Enter the Menu within LEAP:

  • Select the Menu button at the top left hand corner of your LEAP matter list.

• Enter the Settings area and the WillSuite settings:

  • Select Settings from the list at the bottom of the page; and

  • Select WillSuite under the Apps category

• Access the Global Address Book:

  • Once you're in the User Settings, look to the column on the left hand side and click on 'Global Address Book'.

• Add a New Entry:

  • On the Global Address Book page, proceed to add the details of the person, address, or company that you want to be available for all your cases. Fill in the relevant fields and save the entry.

After completing these steps, the added details will be readily available as an option for all your cases. This streamlines the process when you are drafting new documents and saves you time by avoiding having to rekey data in.

If you have any questions or run into any issues, feel free to reach out to support@willsuite.co.uk.

If you're looking to customise how people are referenced in the Last Will & Testament document within WillSuite, this guide is designed to make the process effortless for you.

Prerequisites

WillSuite App enabled within LEAP. You can find our guide on this topic here.

Step-by-Step Instructions

• Enter the Menu within LEAP:

  • Select the Menu button at the top left hand corner of your LEAP matter list.

• Enter the Settings area and the WillSuite settings:

  • Select Settings from the list at the bottom of the page; and

  • Select WillSuite under the Apps category

• Access Document Customisation:

  • From the column on the left-hand side, click on 'Document Customisation'.

• Find the Referencing Options:

  • Scroll down the page, and you'll find the options for specifying how people are referenced throughout the Will.

• Update Your Choices:

  • Once you've made your selections, make sure to click the 'Update' button beneath the options to apply the changes.

For further assistance, feel free to contact our support team at support@willsuite.co.uk.

Below, you’ll find step-by-step instructions to make your documents reflect your company’s branding.

Prerequisites

• WillSuite App enabled within LEAP. You can find our guide on this topic here.
• Make sure you have your logo and any other branding material readily available if you plan to upload them.

Step-by-Step Instructions

• Enter the Menu within LEAP:

  • Select the Menu button at the top left hand corner of your LEAP matter list.

• Enter the Settings area and the WillSuite settings:

  • Select Settings from the list at the bottom of the page; and

  • Select WillSuite under the Apps category

• Navigate to Document Customisation:

  • In the left-hand column, click on ‘Document Customisation’.

• Choose Your Customisation Options:

  • Here, you will find a variety of customisation options, such as:

    • Selecting pre-designed front covers

    • Uploading your custom front cover and footer

    • Adding or removing your company logo from the front cover

    • Displaying your company details on the front cover

    • Choosing the font style and size

    • Selecting your preferred heading style

• Save Changes:

  • • Once you are satisfied with your customisations, make sure to click the ‘Update’ button at the bottom of the page to save your changes.

Should you encounter any issues or have questions, feel free to reach out to support@willsuite.co.uk.