Estate planning software helps you draft documents that protect your client’s legacy

Satisfied clients are your number one goal. Drafting airtight living wills, trusts, and advanced healthcare directives fulfill your clients’ wishes and facilitate how estate plans are executed. You deserve an estate planning software suite tailored to support you and solve your unique challenges of protecting your client’s legacy.

Abacus offers a package of estate planning software for attorneys 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 legal 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.

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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.

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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.

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Maximize return

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 Software Suite is tailored for estate planning attorneys and is integrated with HotDocs to automate production of your important estate planning documents.

We have been using Abacus for a long time — as best I can remember about 20+ years. Abacus has worked perfectly for all these years and continues to do so.

Steven G.

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Estate planning case management software keeps each client’s information organized and consolidated in a single case file

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Use document automation to reduce the time and potential errors often associated with creating multiple, detail heavy estate planning instruments

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HotDocs, the industry leading document assembly software, integrates tightly and offers helpful client interviews your clients can complete online *

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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.

What’s included with the
AbacusNext Estate Planning Software Suite

Able to be deployed on-premise, inside the Abacus Private Cloud, or the Abacus Core Cloud, our estate planning software for attorneys includes access to:

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

AbacusNext Software

  • 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.

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Court Forms

Automatically populate court forms for all 50 States and Federal Courts and Ontario, Canada.

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Suite Content

  • 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 5 forms, 5 rules, 6 reports, and 20 fillable forms, as well as screens specifically designed to manage probate cases.

Products we integrate with

estate planning software product comparison

See how the average legal software stacks up to our tailored AbacusNext Estate Planning Suite

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Why attorneys trust AbacusLaw for estate planning client services

Working with AbacusLaw, the benefits are phenomenal. The access is very easy. The client inventory is very easy.

Joe Povelaitis, Paralegal

The way AbacusLaw gathers and keeps all the information through the matters system, whether its setting events, doing conflict checks, being able to have a team of people work on the same case, and keep everything in one place, it is so time saving and makes my job so much easier…I love AbacusLaw!

Assly Sayyar, Attorney at Law

“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!”

Martin Luther
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.”

Frank Vozza,
Vozza & Hugeuenot

Estate Planning Software FAQs

Estate planning software, like AbacusLaw, is customized legal practice management software that helps attorneys manage their firm and exceed client expectations. It should include specific features, like conveient intake forms and templates for estate planning documents that include wills, trusts, probates, and more. 

Estate planning software is the key component of a legal practice management system. It’s a single source of truth for attorneys who are managing multiple estate and trust cases. It’s capable of running almost every aspect of your firm, including but not limited to: case and client management, court procedure and deadline tracking, remote work enablement, repetitive task automation, internal and external communication, team collaboration, reporting, time and billing logistics, payments, and business accounting.

As an estate planning attorney, you’re often dealing with delicate, end-of-life matters, or answering a ton of questions from worried parents starting new families. AbacusLaw estate planning software simplifies how you manage your firm, giving you back the time you need to develop client rapport.

Yes! Our legal practice management software is completely customized for estate planning attorneys but is not limited to cases of that type. It can also help you manage the following practice areas:

  • Family Law
  • Civil Litigation
  • Real Estate Law
  • Criminal Defense
  • Personal Injury
  • Immigration Law
  • Employment Law