No corny jokes here. Help families and loved ones prepare for the future with our estate planning capabilities.

Alternative Dispute Resolution PALS

The industry is expanding, and you need a software that keeps up with you. With our Abacus Court Rules, intelligent fields, cloud capabilities, and invoicing capabilities, we are here for you from the beginning to the end.

Keep your piece of mind:

  • Automate & Expedite Workflows: Auto-fill documents and court forms with your case information, automate the scheduling of  deadlines and case events with the built-in workflow engine, and easily start new cases using dynamic data capture screens. Create your own library of personalized templates and workflows, subscribe to court forms and calendar rules from Abacus, or work with Abacus Professional Services to customize a solution for your practice.
  • Streamline Communications: A unified dashboard gives you quick access to your entire case, including all emails, notes and documents, as well as bankruptcy data including debtor, co-debtor and trustee details to ensure the details you need are always at your fingertips. 
  • Maximize Efficiencies: Case intake screens will set in motion cases that are accurately entered, well organized and include the right follow-up events.
  • Peace-of-Mind: Case status, chronology, deadline and alert reports make sure the right people are working on upcoming activities and that nothing falls through the cracks. 

Estate Planning PALS

Practice Area Legal Solutions or PALS customize AbacusLaw for your firm's needs. The Estate Planning PALS contains 5 new intake forms, 5 rules, 8 reports, 21 fillable forms and customized screens that let you track probate and trust cases.


Intake Forms

  • Estate Planning – Will
  • Modest Estate Admin Matter
  • Modest Estate Client Contesting
  • Estate Admin Matter
  • Estate Client Contesting
  • New EP Trust Client

Rules-Based Calendaring

  • New Estate Planning Case
  • Estate Planning Trust
  • Estate Planning Will
  • Estate Planning Guardian
  • Estate Planning Probate


  • All Probate Info
  • All Trusts and Estates Info
  • Probate Cases Open & Closed
  • Probate Open Cases
  • Trusts Cases Open & Closed
  • Probate Info by Attorney

Matter Screens

  • Probate (Modest Estate)
  • Probate (General)
  • Estate Planning (Trusts)
  • Will Creation (WILL)

Name Screens

  • Estate Planning Client
  • Attorney
  • Contact
  • EP Vendor Screen
  • Judge


  • Estate Planning Questionnaire
  • Appointment Confirmation Letter
  • Charitable Gifts of Appreciated Property
  • Charitable Giving Benefit Charity / Family
  • Charitable Giving Donate Vehicle
  • Charitable Giving Tax Breaks
  • Form EP Crummey Trust
  • Using Trusts - Minor's v Custodial
  • Estate Plan with Life Insurance
  • Estate Plan with Living Trusts
  • Estate Tax Marital Deduction
  • Gift Tax Exclusions
  • Partial Completion Letter
  • Property Acquired Through Gift or Estate
  • C Transmittal Letter
  • Form Durable Power of Attorney
  • Completion Letter
  • Fax Cover Sheet
  • Info Request
  • Section 529 Qualified Tuition Plan
  • Status Letter Form EP Using Trusts - Minor's v Custodial
  • Using Trusts - Tax Goals
  • Form Power of Attorney (General)