Creating and Building Matters

Course 1 of 4 in Lifetime Planning

Create and build matters for Wills and Lasting Powers of Attorney using LEAP desktop and the LEAP Mobile app on iOS or Android devices.

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Curriculum

  • Wills
  • Creating a Will Matter
  • Building a Will Matter
  • Lasting Power of Attorney
  • Creating an LPA Matter
  • Building an LPA Matter
  • LEAP Mobile
  • Creating a new Private Client matter - LEAP Mobile

Curriculum

  • Wills
  • Creating a Will Matter
  • Building a Will Matter
  • Lasting Power of Attorney
  • Creating an LPA Matter
  • Building an LPA Matter
  • LEAP Mobile
  • Creating a new Private Client matter - LEAP Mobile