<a class="logo-link" href="./default.html"> <img class="logo-img" src="./image/logo-estateWorks.svg" alt="" /> </a> <button class="btn burger-btn"> <i class="burger-icon"></i> </button> <nav class="mob-nav"> <p class="search-field"><!-- <button class="search-button"></button> <input type="text" name="" placeholder="Search" /> --> </p> <ul class="site-mob-nav-list"> <li class="mob-nav-item"> <a class="mob-nav-link" href="./estate-software.html">Our Software </a> </li> <li class="mob-nav-item"> <a class="mob-nav-link" href="./learning-center.html">Learning Center</a> </li> <li class="mob-nav-item"> <a class="mob-nav-link active">About</a> <ul class="sub-site-mob-nav-list"> <li class="sub-mob-nav-item"> <a class="sub-mob-nav-link" href="./about.html">Company</a> </li> <li class="sub-mob-nav-item"> <a class="sub-mob-nav-link" href="./process.html">Our Process </a> </li> </ul> </li> <li class="mob-nav-item"> <a class="mob-nav-link" href="./contact.html">Contact</a> </li> </ul> <ul class="user-mob-nav-list"> <li class="mob-nav-item"> <a class="mob-nav-link register-trial-link" href="./contact.html">Schedule a Demo</a> </li> <li class="mob-nav-item"> <a class="mob-nav-link" href="https://estateworks.com/login.asp">Login</a> </li> </ul> </nav> <nav class="main-nav"> <ul class="site-nav-list"> <li class="site-nav-item"> <a class="site-nav-link" href="./estate-software.html">Our Software</a> </li> <li class="site-nav-item"> <a class="site-nav-link" href="./learning-center.html">Learning Center</a> </li> <li class="site-nav-item"> <a class="site-nav-link open-sub-link active">About</a> <ul class="sub-site-nav-list"> <li class="sub-site-nav-item"> <a class="sub-site-nav-link" href="./about.html">Company</a> </li> <li class="sub-site-nav-item"> <a class="sub-site-nav-link" href="./process.html">Our Process</a> </li> </ul> </li> <li class="site-nav-item"> <a class="site-nav-link" href="./contact.html">Contact</a> </li> </ul> <p class="search-fi"><!-- <button class="search-fi-button"></button> <input type="text" name=" " placeholder="Search" /> --> </p> <ul class="user-nav-list"> <li class="user-nav-item"> <a class="user-nav-link register-trial-link" href="./contact.html">Schedule a Demo</a> </li> <li class="user-nav-item"> <a class="user-nav-link" href="https://estateworks.com/login.asp">Login</a> </li> </ul> </nav> </header> <section class="main-poster"> <div class="center-poster"> <p class="poster-img"> <img src="./image/posters/poster-group.png" alt="" /> </p> <div class="poster-content"> <h2 class="poster-title"> About Us </h2> <p class="poster-message"> Helping trust and estate organizations of all sizes<br/> get on top of their settlement, administration <br/> and planning workloads since 2005. </p> </div> </div> </section> <main class="content-page"> <section class="about-us"> <h2 class="section-title">Who We Are</h2> <div class="about-us-content"> <div class="about-us-video"> <script src="https://fast.wistia.com/embed/medias/h5loeyad7e.jsonp" async></script> <script src="https://fast.wistia.com/assets/external/E-v1.js" async></script> <div class="wistia_responsive_padding" style="padding:66.88% 0 0 0;position:relative;"> <div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"> <div class="wistia_embed wistia_async_h5loeyad7e seo=false videoFoam=true" style="height:100%;position:relative;width:100%"> <div class="wistia_swatch" style="height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;"> <img src="https://fast.wistia.com/embed/medias/h5loeyad7e/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" aria-hidden="true" onload="this.parentNode.style.opacity=1;" /> </div></div></div></div> </div> <p class="about-us-message"> The original idea for EstateWorks back in the early 2000s was to provide settlement and planning facilities to individual consumers.<Br/><Br/> Of course, the potential complexites of the estate field soon became apparent! <Br/><Br/> The focus shifted to supporting professionals and the EstateWorks platform has been used by law firms and financial institutions since 2005. <br /><br /> Over the next few years, the original creators found their focus shifting away from trust and estate workflow, resulting in sale of the EstateWorks platform to Paul Edwards and EstateWorks Systems in 2012.<br /><br /> Paul has a background managing a variety of software companies, but the interest in EstateWorks was stimulated by personal experience when his own estate planning attorneys dropped several balls relating to his affairs. Subsequent research brought to light the operational challenges behind the client-facing specialty expertise and polish.<br /><br /> Since 2012, we have continued to develop and maintain EstateWorks as the preeminent workflow platform for trust and estate orgainzations.<br /><br /> Our team members based in MA and FL apply their years of experience in legal technology, management and training to address the challenges of running efficient Trust and Estates organizations. </p> </div> </section> <section class="work-with"> <h2 class="section-title"> <i class="icon-title"></i> Firms We Work With </h2> <div class="work-with-content"> <ul class="company-list"> <li class="company-item"> <a class="company-link"> <img src="./image/logos/mclane.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/troutman.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/eaton.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/galbraith.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/shutts.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/tarlow.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/icard.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/shumaker.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/mirick.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/McLaughlin.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/Baird.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/northern.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/td-bank.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/comerica.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/firstmerchants.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/schwabe.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/porter.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/Prince.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/schooley.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/plantemoran.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/purcell.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/sanibel.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/sutin.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/vorys.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/FoxRothschild.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/nigro.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/SteinSperling.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/hinckley.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/pierce.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/bass.jpg" alt="" /> </a> </li> </ul> </div> </section> <section class="features"> <h2 class="section-title">We Understand the Operational Challenges Facing a </br>Trust & Estates Practice that Your Clients Never See</h2> <div class="features-content"> <ul class="features-list"> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-7.png') no-repeat center; background-size: contain" ></i> Protracted multi-disciplinary processes of Estate Settlement </h3> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-5.png') no-repeat center; background-size: contain" ></i> Continuous demands of <br/>high-throughput <br/>Estate Planning </h3> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-4.png') no-repeat center; background-size: contain" ></i> Financial and reputational penalties for missing deadlines. </h3> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-13.png') no-repeat center; background-size: contain" ></i> Maintenance of team communication and trust under pressure </h3> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-15.png') no-repeat center; background-size: contain" ></i> Volume of data and work product to be collected, marshalled and stored </h3> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-14.png') no-repeat center; background-size: contain" ></i> Time spent fixing processes versus managing clients and practicing the art </h3> </li> </ul> </div> </section> <section class="challenges"> <h2 class="section-title">Rely on EstateWorks So Clients Can Rely on You</h2> <div class="challenges-content"> <ul class="list-card"> <li class="item-card"> <h3 class="card-title"> <i class="card-title-icon" style="background: url('./image/icons/icon-1.svg') no-repeat center"></i> Capture the Way You Do Business </h3> <p class="card-description"> Customizable Master Checklists for different case types lay out the way that you want work be done. </p> </li> <li class="item-card"> <h3 class="card-title"> <i class="card-title-icon" style="background: url('./image/icons/icon-2.svg') no-repeat center"></i> Minimize the Risk of Missing Deadlines </h3> <p class="card-description"> Tasks are assigned to team members with specific due dates. Reminders and reporting help prevent things from falling through the cracks. </p> </li> <li class="item-card"> <h3 class="card-title"> <i class="card-title-icon" style="background: url('./image/icons/icon-3.svg') no-repeat center"></i> See Where Things are On-Track….Or Not </h3> <p class="card-description"> Transparent case data, on-demand reports and scheduled email alerts provide a status overview at the Case, Individual, Team and Firm levels. </p> </li> </ul> <a class="link our-product-link" href="./estate-software.html">Learn More About Our Software</a> </div> </section> <section class="our-reviews"> <ul class="reviews-list"> <li class="review-item"> <p class="user-review"> Only a Trust & Estates attorney could get ths excited about software, this is really cool! </p> <div class="about-user"> <p class="user-name">Brandon H</p> <p class="user-company">Partner, Major North East Law Firm</p> </div> </li> <li class="review-item"> <p class="user-review"> This happens to be the BEST system for finding everything at your finger tips </p> <div class="about-user"> <p class="user-name">Claudia R</p> <p class="user-company">Head of Estate Settlement, Major Regional Bank</p> </div> </li> <li class="review-item"> <p class="user-review"> By transitioning our checklists from paper documents to a robust practice management system we can do a better job for our clients and have peace of mind because we are providing better and more consistent service </p> <div class="about-user"> <p class="user-name">Cynthia G</p> <p class="user-company">Practice Lead, Major North East Law Firm</p> </div> </li> <li class="review-item"> <p class="user-review"> I am part of the bank's team that recently started working with EstateWorks. It is a wonderful tool, and I am so glad to have it. </p> <div class="about-user"> <p class="user-name">Louise B</p> <p class="user-company">Trust Officer, Major National Bank</p> </div> </li> <li class="review-item"> <p class="user-review"> I have come to love EstateWorks and totally rely on it now. </p> <div class="about-user"> <p class="user-name">Jennifer F</p> <p class="user-company">Partner, Specialty T & E Law Firm</p> </div> </li> <li class="review-item"> <p class="user-review"> [the firm that acquired us] are just so data driven - you guys really saved our bacon </p> <div class="about-user"> <p class="user-name">Chris S</p> <p class="user-company">COO, Mid-size Trust Company</p> </div> </li> <li class="review-item"> <p class="user-review"> Thank you for your assistance and being flexible for us ... We greatly appreciate you! </p> <div class="about-user"> <p class="user-name">Ashley T</p> <p class="user-company">Paralegal, T&E Specialized Law Firm</p> </div> </li> <li class="review-item"> <p class="user-review"> This is probably one of my favorirte systems used, I like it a lot! </p> <div class="about-user"> <p class="user-name">Danielle D</p> <p class="user-company">Paralegal, Small NE Law Firm</p> </div> </li> <li class="review-item"> <p class="user-review"> I wanted to let you know that I am retiring. It has been a pleasure to work with each of you. You have provided excellent client service and EstateWorks is a wonderful system </p> <div class="about-user"> <p class="user-name">Susan P</p> <p class="user-company">Head of Estate Settlement Operations, Major FL Law Firm</p> </div> </li> </ul> </section> <section class="free-trial"> <h2 class="section-title">Our Unique Process</h2> <div class="free-trial-content"> <p class="free-trial-message">We work with you to configure EstateWorks around how you want to do business.</p> <ul class="free-trial-list"> <li class="free-trial-item"> Initial Setup <p> We help you to develop the Processes, Tasks, Due Date rules and Case Team allocations for your Master Checklists. We also gather information about security rules and specific users, and other configuration options. </p> </li> <li class="free-trial-item"> Training <p> EstateWorks is then configured in accordance with the information from the previous step and is ready for use. Virtual hands-on training focussed on orientation and confidence-building follows. </p> </li> <li class="free-trial-item"> Ongoing Support <p> Further specialized training is provided as-needed basis. Support is provided on an ongoing basis, along with training for new users. </p> </li> </ul> <a class="link register-trial-link" href="./process.html">Learn More About Our Process</a> </div> </section> <section class="articles-card"> <h2 class="section-title">Trust & Estates Workflow Resources</h2> <p class="articles-card-message"> After working with hundreds of Trust & Estates organizations, we understand the operational challenges you face. Learn more about how to achieve efficiency through our resource library. </p> <ul class="articles-card-list"> <li class="article-card-item"> <figure class="article-card-img"> <img src="./image/2Wheels.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">What Makes Trust & Estates Workflow Different?</h3> <p class="message">The unique challenges of estate settlement and adminsitration.</p> </div> <div class="article-card-footer"> <a class="link-read-more" href="./trust-and-estate-workflow.html">Read More</a> <p class="last-reed">3 Min. Read</p> </div> </li> <li class="article-card-item"> <figure class="article-card-img"> <img src="./image/3Keys.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">3 Key Factors for Successful Implementation</h3> <p class="message">Applying technology effectively within T&E organizations.</p> </div> <div class="article-card-footer"> <a class="link-read-more" href="./technology-for-trust-and-estates.html">Read More</a> <p class="last-reed">3 Min. Read</p> </div> </li> <li class="article-card-item"> <figure class="article-card-img"> <img src="./image/4Blocks.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">4 Basic Building Blocks For Effective Trust & Estate Checklists</h3> <p class="message">Creating effective estate planning and settlement checklists.</p> </div> <div class="article-card-footer"> <a class="link-read-more" href="./estate-settlement-planning-checklist.html">Read More</a> <p class="last-reed">3 Min. Read</p> </div> </li> </ul> <a class="link register-trial-link" href="./registration.html">Browse All Resources</a> </section> <section class="register-trial"> <div class="center-content"> <h2 class="section-title">Get Started Today</h2> <p class="register-trial-message">See how EstateWorks can help your team get organized and practice more efficiently.</p> <a class="link register-trial-link" href="./contact.html">Schedule a Demo</a> </div> </section> </main> <footer class="main-footer"> <div class="center-content"> <section class="foter-info"> <a class="footer-logo" href="/"> <img src="./image/logo-estateWorks-white.svg" alt="" /> </a> <p class="address"> EstateWorks Systems LLC<br />4134 Gulf of Mexico Dr, Suite 207D<br /> Longboat Key, FL 34228<br /> (617) 600-6830 </p> </section> <div class="footer-nav"> <section class="product-nav"> <h3 class="title">Product</h3> <ul class="list"> <li class="item"> <a class="link" href="./estate-software.html">Our Software</a> </li> <li class="item"> <a class="link" href="./learning-center.html">Learning Center</a> </li> <li class="item"> <a class="link" href="https://estateworks.com/login.asp">Login</a> </li> </ul> </section> <section class="company-nav"> <h3 class="title">Company</h3> <ul class="list"> <li class="item"> <a class="link" href="./about.html">About</a> </li> <li class="item"> <a class="link" href="./contact.html">Contact</a> </li> <li class="item"> <a class="link" href="https://www.probateplus.com" target="_blank">ProbatePlus</a> </li> </ul> </section> </div> </div> <ul class="footer-copyright"> <li>© <script language="JavaScript" type="text/javascript"> var now = new Date var theYear=now.getYear() if (theYear < 1900) theYear=theYear+1900 document.write(theYear) </script> EstateWorks</li> <li><a class="link" href="./privacy-policy.html" >Privacy Policy</a></li> <li><a class="link" href="./terms-of-use.html" >Terms</a></li> </ul> </footer> <script src="https://code.jquery.com/jquery-3.5.1.min.js" integrity="sha256-9/aliU8dGd2tb6OSsuzixeV4y/faTqgFtohetphbbj0=" crossorigin="anonymous" ></script> <script type="text/javascript" src="https://cdn.jsdelivr.net/npm/slick-carousel@1.8.1/slick/slick.min.js"></script> <script src="./js/main.js"></script> <script type="text/javascript"> _linkedin_partner_id = '663714'; window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || []; window._linkedin_data_partner_ids.push(_linkedin_partner_id); </script> <script type="text/javascript"> (function () { var s = document.getElementsByTagName('script')[0]; var b = document.createElement('script'); b.type = 'text/javascript'; b.async = true; b.src = 'https://snap.licdn.com/li.lms-analytics/insight.min.js'; s.parentNode.insertBefore(b, s); })(); </script> <noscript> <img height="1" width="1" style="display: none" alt="" src="https://px.ads.linkedin.com/collect/?pid=663714&fmt=gif" /> </noscript> </body> </html>