You draft documents that
protect your client’s legacy
Drafting airtight living wills, trusts, and advanced healthcare directives fulfill your clients’ wishes and facilitate how estate plans are executed. Satisfied clients are your number one goal. You deserve a software suite tailored to support you and solve your unique challenges of protecting your clients legacy.
Abacus offers a package of software that integrates all of my needs into one system
You ensure your Clients’ wishes are honored
Clients solicit your advice and expertise to protect their wealth, avoid ambiguity, assure their wishes, and avoid contest in court. Tracking these details with a patchwork of generic tools not only wastes time — it’s costing you.
Your technology should be cohesive and simplify your
Exceptional client service is what distinguishes estate planning firms. Efficiently collecting information, guiding clients through asset transfers, communicating at every turn, and generating signature ready estate plans without extra effort is what your legal practice management software should deliver.
Our legal technology is specifically designed to help estate planning lawyers:
Thousands of estate planning attorneys are going the extra mile for their clients by saving time with a purpose-built practice suite that automates tasks, simplifies follow-up, and reduces clerical and administrative tasks.
Wrangle the day
Visibility into your calendar is key. New appointments and consultations can arise daily, so quick access a client’s file means you are always prepared.
Master time management
Document automation increases accuracy, speeds production, and decreases time spent searching for errors or omissions. That frees up time to exceed clients’ expectations with less worry.
Billing systems that make invoicing and payment easy are critical to success. Delivering invoices through email with electronic payments pleases clients and encourages a proactive response.
Your challenges are multi-faceted
AbacusNext Estate Planning Suite is tailored for estate planning attorneys and is integrated with HotDocs to automate production of your important estate planning documents.
Keep each client’s information organized and consolidated in a single case file
Use document automation to reduce the time and potential errors often associated with creating multiple, detail heavy estate planning instruments
HotDocs, the industry leading document assembly software, integrates tightly and offers helpful client interviews your clients can complete online *
Bill for time or as a flat fee with flexibility and ease.
It also makes common estate planning practice management activities a cinch, by supporting easy to use:
Case intake screens capture well-organized client information and set in motion workflows with accurately prepared letters, forms and precise follow-up events. Case status, chronology, and alert reports enable you to support each case’s momentum.
Update your schedule and share it with your team. Integration with Microsoft Outlook puts powerful organizational tools at your fingertips, enabling efficient organization of important client communications.
Automatically generate professional, templated invoices for any fee arrangement or billing schedule, and enable instant epayments to shorten the collections cycle.
Practice Management Features
- Case Intake
- Conflicts Check
- Calendar with Task Workflows
- Document and Email management
- Document Automation
- Client Portal
- Ethical wall and role based access
- Professional Invoice Templates
- Productivity and Financial Reports
- Amicus Attorney
- Amicus Attorney Mobile App
- APX – Electronic payment processing
- HotDocs Integration
Estate Planning Essentials
- Estate Planning Case Intake
- Estate Planning case workflow rules
- Estate Planning Contact screens
- Estate Planning Matters screens
- Estate Planning Document templates
- Estate Planning Productivity Reports
AbacusNext Court Rules
Abacus Court Rules (ACR) provide automated court procedural rules synced with your calendar. Continuously updated with Federal, State, and Local Rules, ACR ensures that you are focused on tasks and aware of deadlines throughout the case lifecycle.
- Microsoft O365 E3
- Advanced threat protection (O365)
- Email backup
- Live US based Support
- Product onboarding and training
- Quick start data migration
- 24/7 Support (available)
- Premium support (available)
- Abacus Private Cloud
- DocuSign integration
- CaseStatus integration
- Salesforce integration
- Nextiva integration
Our Estate Planning Suite provides 7 rules, 22 reports, and 11 fillable forms, as well as custom screens designed for different types of estate planning case management. Click to expand and explore specifics below.
Products we integrate with
Why attorneys trust AbacusNext for estate planning client services
“AbacusLaw is everything you need to manage your law practice in one convenient place! The technical support that comes with AbacusLaw is world class — you talk with a real person who cares about your problems and will work with you to fix any issue”
Thomas J. Azar, Jr.,
Azar Law Offices
“Been with them for over 10 years and each version gets better and better! AbacusLaw integrated the cases management “tickler” by rule, forms, contacts, matter, ACCOUNTING AND BILLING all into a single easy to use and learn package. Changes in one area are iterated throughout the software. We almost never add disparate or duplicate data. Well Done!”
Schwartzberg & Luther, APC
“When I get a call from a client, in just one-click I can see everything about their case to immediately answer their questions. Even better, if I’m unavailable and my assistant answers the phone, she too can see their case file to provide instant gratification.”
Vozza & Hugeuenot