Manage Entire Case Cycle

Abacus Estate Planning enables you to maximize the powerful functions of AbacusLaw through all phases of an Estate Planning case from the initial client consultation and retainer, to information gathering, to document drafting, document signing, asset transfers, trust funding, court filings in probate actions and estate administration. It integrates with AbacusLaw v18 to provide practice-specific:

• Matters (see sample screens on right)
• Names (see sample screen on right)
• Documents
• Reports

Leverage Best Practices

Abacus Estate Planning is specifically designed to capitalize on the best practices for designing estate plans that maximize assets and reduce taxes. Practice-specific Matter and Name screens as well as custom Rules, Reports, and Forms enable a firm of any size to utilize the powerful functions of AbacusLaw through all phases of estate planning.

With Abacus Estate Planning you will:

• Have access to the information you need, right at your fingertips
• Use a client's Name screen as the hub of your estate planning practice
• Free up the dozens of hours it would take to customize all of this yourself
• Calendar client consultations, document preparation, asset transfers, beneficiary designations, and estate plan review using Events
• Save the $1,000 or more it would cost for another person to learn and implement these changes

Custom Reports and Docs
Abacus Estate Planning comes with a number of pre-configured docs and reports to simplify the process of managing a estate planning case.
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