We are pleased to announce the release of STEP-standardised Estate Accounts, now live within the Estate Administration App.
This update is a significant step forward for private client teams, reinforcing the commitment to professional standards and best practice in estate administration. By aligning our estate accounts with STEP (Society of Trust and Estate Practitioners) standards, LEAP now reflects the format and expectations that many firms already work to.
You gave us feedback, we listened. Feedback from our users told us that while our estate accounts were strong, they didn’t always match what firms expected, particularly those employing STEP members.
By redrafting our estate accounts to be STEP-standardised, we are providing reassurance that LEAP meets the same standards as highly trusted, highly qualified estate practitioners. This gives users confidence that they are working with software built by experts who understand the realities and responsibilities of estate administration. Further information on the Estate Admin App can be found in the LEAP HelpCentre.
