About Us

EstateWorks is the industry leader in enterprise-wide management solutions for estate planning and estate administration, providing comprehensive case management, task tracking, team collaboration, management reporting and document, form and letter drafting.

Since 2005, EstateWorks has been serving the Trusts & Estates departments of banks and law firms, ranging from solo practitioners to some of the largest and best-known institutions in the business.

Headquarters

EstateWorks Systems LLC
145 Lincoln Road
Suite 101B
Lincoln, MA 01773
(617) 600-6830

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