Abacus Estate Planning Special Edition
Abacus
Estate Planning Special Edition Documents and Reporting Features
Customized
Documents for Estate Planning
The sample docs included in Abacus Estate Planning Special
Edition help you generate vital documents in the lifecycle of an
estate planning case in the easiest, most efficient manner possible.
Abacus Estate Planning Special Edition facilitates document production
by:
- Automatically populating fields, such as name, matter,
event, date, time, and place.
- Pulling information from existing AbacusLaw databases.
- Enabling customization of the docs in Microsoft Word
or Word Perfect to match your practice method or writing
style
Here are some of the preconfigured docs included in Abacus
Estate Planning Special Edition:
- Client Questionnaire
- Appointment Confirmation Letter (with office map)
- Partial Completion Letter
- Completion Letter
- Client Document Transmittal Letter
- Charitable Giving – Tax Breaks
- Estate Planning with Life Insurance
- Estate Planning with Living Trusts
- Estate Tax Marital Deduction
- Power of Attorney
- Using Trusts – Tax Goals
- More
Abacus Estate Planning Special Edition Reports
Knowing that busy attorneys don't have time to collect or sort
information about their practice, Abacus Estate Planning Special
Edition compiles business-critical information for you. You can
access pertinent metrics to gauge your financial success, assess
practice growth trends, and view attorney productivity.
At the click of a button, easily generate custom reports that:
Enable you to manage, market, and grow a law firm of any size,
provide access to vital information with unprecedented ease of use,
pull information from your existing database with a single click,
complement best practice organization methods and guide decisions that generate
revenue, lower costs, and gain productive time.
Various single-click
reports provide real-time feedback on the firm's productivity,
the activity of each attorney, a demographic breakdown of your
clients, and the efficacy of advertising efforts. With this
data, you'll make efficient and profitable practice organization
decisions and drive targeted marketing strategies that result
in increased clients, cases, and firm revenue.
The sample reports included in Abacus Estate Planning Special
Edition may be customized to better suit the size, procedure,
and jurisdiction of your firm.
Trusts Report
Abacus Estate Planning Special Edition includes a sample
Trust Type Report that enables you to quickly identify clients
who may be impacted by a change in the tax law pertaining to
a certain type of trust. You can quickly run a report that
lists all clients with the type of trust in question. Armed
with that information, you can notify your clients and schedule
a meeting to explain the positive or negative implications
of the tax law change and make changes to the estate plan as
needed.
Firm Productivity Report
Abacus Estate Planning Special Edition
includes a sample Firm Productivity Report that enables you
to quickly determine the success of your firm, based on the
number and types of cases handled in a certain time period
compared to any other time period. This information will help
you determine your firm's productivity, may guide you in making
hiring decisions, and determine trends in the firm's handling
of case types.
Attorney Activity Report
Abacus Estate Planning Special Edition
includes sample reports that enable you to track the activity
of each attorney in your firm, including the number and type
of cases handled. This report may also be run for trust
Info by attorney and
probate Info by attorney. Run this report to generate a list
of the types of trusts and number of probate actions handled
by each attorney in your firm.
Client
Origin Report
Abacus Estate Planning Special Edition also
includes a sample Client Origin Report that enables you
to quickly determine the geographic regions supplying the most
clients to your firm. This information will help you gauge
the efficacy of current advertising efforts, guide targeted
marketing strategies in the future, and determine client
demographic information.
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