Case Studies

Leverage your current processes, improve communications and boost productivity.

EstateWorks customers derive multiple benefits within their Trusts and Estates businesses. Read some of their stories below and contact us to find out how we can help your organization.

Grant Fridkin Pearson used EstateWorks to turn their growing, predominantly paper-based operation into a more efficient system. Download

Lewis, Rice & Fingersh replaced fragmented systems and processes with EstateWorks in order to have a single and complete source of knowledge about their cases, from start to finish. Download

Pierce Atwood leveraged EstateWorks HotDocs capability to create a centralized instrument repository to help the firm’s various offices improve productivity and client satisfaction. Download

Tarlow, Breed, Hart & Rodgers used EstateWorks to encourage collaboration among team members and configured rules-based timelines and easy reporting systems to save time and stimulate productivity. Download

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