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:

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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. |

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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. |

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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. |

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