Here's What's New
🌟 A Fresh New Look
We’ve redesigned the interface to make navigating your leafplan smoother and more enjoyable. A cleaner layout, simplified menus, and improved search make it easier to get where you need to go.
🧭 Your New Account Dashboard
The new dashboard gives you a real-time overview of your account, including:
- Key items you’re responsible for
- Family-wide information at a glance
- Easy access to your tasks, entities, and documents
✅ Task Management
You can now create, assign, and track tasks—whether it’s a reminder to update a will, schedule a family meeting, or share a document with your advisor.
📂 Organize with Folders
Document management just got better. You can now organize files into folders—by entity, category, or any method that works best for your family’s needs.
🎥 New Media Section
A dedicated place to upload and store important images, videos, and audio files—perfect for capturing family history, recording interviews, or organizing estate-related visuals.
💖 Philanthropy Tracking
Explore your family’s giving with our new Philanthropy section, which includes:
- Grantor & Grantee Views
- Giving by cause, organization, or initiative
- Room for notes, intentions, and history
We’re just getting started—and we’re so glad you’re on the journey with us.
If you have any questions or want help exploring the new features, Contact us via email or submit a support request.