Estate Planning Software - ABacus Estate Planning Special Edition

Manage Entire Case Cycle

Example Screens Some of the preconfigured screens in Abacus Estate Planning Special Edition. Estate Planning Name Click to Enlarge   Trusts Main Click to Enlarge   Probate Beneficiaries Click to Enlarge   Probate Main Screen Click to Enlarge   Probate Accounts Click to Enlarge

Abacus Estate Planning Special Edition 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 2008 (Classic or Gold) to provide practice-specific:

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

Leverage Best Practices

Abacus Estate Planning Special Edition 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.

To request the "Best Practices - Estate Planning " white paper please click this link>>

With Abacus Estate Planning Special Edition 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

Easy Implementation

Current AbacusLaw 2008 users can add Estate Planning Special Edition, which will integrate with their current systems without the need for new equipment or training. In fact, you can have some of your office staff use the special edition screens, while others use AbacusLaw screens they prefer for other practice areas. It's totally flexible. One copy serves everyone in your office running Classic or Gold. First time AbacusLaw customers can buy this Special Edition at the time they purchase Classic or Gold licenses.

Custom Reports and Docs

Estate Planning Special Edition comes with a number of pre-configured docs and reports to simplify the process of managing a estate planning case. Learn more >>