Estatesearch Canada Now Integrated with LEAP Legal Software

By Ron Badr on April 24th, 2026

Estate administration is becoming more complex, but execution hasn’t evolved at the same pace. Embedding asset discovery into your workflow helps bridge that gap.

A More Connected Approach to Estate Asset Discovery and Due Diligence

Every estate file starts with the same questions.

Have we found everything?
Which institutions need to be contacted?
Are we confident nothing has been missed?

These aren’t new questions. But getting to reliable answers early enough to act on, has always been harder than it should be. From gathering financial information to contacting multiple institutions, estate practitioners are often navigating manual outreach, disconnected systems and time-consuming follow-ups.

The result is a process that can introduce risk and leave room for critical details to be overlooked.

That’s exactly what this integration is designed to change.

We’re pleased to announce that Estatesearch Canada is now live within LEAP Legal Software for Canadian users

For the first time, estate practitioners can initiate a comprehensive financial asset and liability search across 170+ Canadian institutions directly within their LEAP matter.

This means:

No additional logins
No switching between platforms
No re-entering client or file information

Just a more seamless, efficient way to complete one of the most critical steps in estate administration.

Estate Due Diligence, Built into your Workflow

Estate administration doesn’t happen in isolation. This integration reflects that reality by embedding estate asset discovery directly into your existing legal workflow. Instead of stepping outside your system to initiate searches, you can now complete them exactly where the file lives.

The impact is immediate:

Earlier visibility into a client’s complete financial footprint
Reduced reliance on fragmented outreach to financial institutions
Fewer gaps in the estate administration process

This isn’t just about saving time, but about improving timing.

Built on Trust, Designed for Practice

As estates become more complex spanning multiple institutions and increasingly digital footprints, the expectations around due diligence are rising with them.

This integration supports a shift toward a more structured, defensible approach:

Searches across 170+ Canadian financial institutions, including banks, credit unions, and investment accounts
Real-time updates as potential asset matches are identified
A clear audit trail supporting compliance and due diligence

Not as a separate task, but as a natural part of how you manage the file.

Looking Ahead

Estatesearch Canada and LEAP Legal Software are built on a shared foundation: supporting professionals in work where accuracy, accountability and trust are critical.

Estate professionals carry real responsibility, which is why due diligence cannot rely on assumptions and why every process must hold up not only in execution, but under scrutiny. Bringing these capabilities together is about reinforcing that standard.

This integration is now live for Canadian users. If you’d like to see how it works in practice, our team is here to walk you through it.

Our goal is simple: To ensure every estate file begins with complete visibility and ends with confidence.

Explore our Services or Register for an Estatesearch Portal Account.