What legal professionals say about AbacusLaw:

"Once I purchased AbacusLaw, my legal life improved. My favorite thing is the database. I can go to any judge and tell you what cases I've had before them. I can look up any attorney and tell you what clients they've represented. If I can't remember a name, there it is in AbacusLaw linked to the client, or the judge or opposing counsel. It's great!"

Thelma Forrest, Esq. Trenton, MI

 

Estate Planning

Abacus Estate Planning

Customized to your Practice


 

 

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 the current version of Abacuslaw to provide practice-specific:


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.
Learn more >>

AbacusLaw is the only software that can combine multiple practice areas so easily

With Abacus "smart screens", you have different options and features based on the type of case you are working. The case code for each matter lets Abacus know which screens and forms to use. Abacus seamlessly and affordably integrates multiple practice areas.


 
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