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

Feature List


 

 

Major Features List for Abacus Estate Planning

 

Here are some of the features that willl help you simplify, organize and control your estate planning practice:





Intake Forms

Start new cases quickly and accurately with estate planning intake forms. No more misplaced paper forms, double entry of data, or incorrectly entered information. Simply enter data about the case and Abacus checks for conflicts, sets up your case file and correctly establishes workflow with upcoming calendar events and task assignments.







Contact Management

With all of your contacts are in one place, addresses, telephone numbers, email addresses, employment information and more are always at your fingertips. Link Name records to your estate planning Matter records for quick and easy retrieval.







Trusts

Use the Trust screen to quickly identify important estate information, including grantor and accounting details, trust type and a breakdown of your client’s estate.







Probate

Get a concise summary of decedent information, one-click access to the name record, estate plan information, and court filing status.

 
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