<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"> Operational Confidence for Trust & Estate Organizations </h2> <p class="poster-message"> Since 2005, Trust & Estate organizations have used EstateWorks to help them improve operational visibility, standardize execution and build more resilient operations. </p> </div> </div> </section> <main class="content-page"> <section class="about-us"> <h2 class="section-title">Built Around the Operational Needs <br/>of Trust & Estate Organizations</h2> <div class="about-us-content"> <div class="about-us-video"> <script src="https://fast.wistia.com/embed/medias/hrwt3ktjpb.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_hrwt3ktjpb 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/hrwt3ktjpb/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"> EstateWorks was founded with a simple belief: Trust & Estate professionals should spend their time applying judgement and expertise—not coordinating workflow or tracking the status of matters. <br /><br /> Over the last two decades we've worked with hundreds of organizations, from boutique practices to some of the largest law firms, banks and trust companies in North America. That experience has shaped not only our software, but also our understanding of what makes Trust & Estate operations successful.<br /><br /> Our focus has never simply been helping organizations manage individual matters. It has been helping them build operating models that remain visible, consistent and reliable as they grow. </p> </div> </section> <section class="work-with"> <section class="article-content"> <p class="article-message"> <figure class="article-img center"> <img src='./image/EvoModel.jpg' alt=''> </figure> </p> </section> <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/afs.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/SteinSperling.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/shipman.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/53.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/cushing.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/metz.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/mccarter.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/harter.jpg" alt="" /> </a> </li> <li class="company-item"> <a class="company-link"> <img src="./image/logos/becker.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/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">The Real Challenge Isn't Managing Cases. <br/>It's Managing the Operation Behind Them.</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> Deliver consistent throughput across the operation. </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> Missed deadlines create financial and reputational risk. </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, marshaled 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> <h3> As organizations grow, operational complexity increases. EstateWorks helps create the visibility, consistency and accountability needed to support sustainable growth without increasing dependence on individual knowledge. </h3> </div> </section> <section class="challenges"> <h2 class="section-title">Build an Operation Your Clients can Depend On</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 Your Organization Works </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> Know What's On Track—and What Isn't </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> <h3><br /> EstateWorks enables organizations to standardize execution, improve operational visibility and provide managers with confidence that every matter is progressing as expected. </h3> <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"> 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> <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"> 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"> Only a Trust & Estates attorney could get this 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 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"> 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 favorite 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> --> </ul> </section> <section class="free-trial"> <h2 class="section-title">Our Implementation Approach</h2> <div class="free-trial-content"> <p class="free-trial-message">Every Trust & Estate organization operates differently. We configure EstateWorks around your operating model rather than expecting your team to adapt to generic software.</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 & Estate Operations Insights</h2> <p class="articles-card-message"> Explore practical articles, implementation guidance and operational insights drawn from two decades of working with Trust & Estate organizations. </p> <ul class="articles-card-list"> <li class="article-card-item"><a class="link-read-more" href="./operational-evolution-model.html"> <figure class="article-card-img"> <img src="./image/EvoModel.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">The Operational Evolution Model</h3> <p class="message">From Heroic Effort to Operational Confidence.</p> </div> <div class="article-card-footer"> Read More</a> <p class="last-reed">2 Min. Read</p> </div> </li> <li class="article-card-item"><a class="link-read-more" href="./estate-settlement-planning-checklist.html"> <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">A Checklist is not an Operating Model</h3> <p class="message">Components & characteristics of effective estate planning and settlement checklists.</p> </div> <div class="article-card-footer"> Read More</a> <p class="last-reed">3 Min. Read</p> </div> </li> <<li class="article-card-item"><a class="link-read-more" href="./people-as-system.html"> <figure class="article-card-img"> <img src="./image/Implementation.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">When People Become the System, the Operating Model has Failed</h3> <p class="message">Your people should be running the system - not being the system.</p> </div> <div class="article-card-footer"> 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">Ready to Build a More Visible and Consistent Trust & Estate Operation?</h2> <p class="register-trial-message">See how EstateWorks can help your organization improve operational visibility, standardize execution and build lasting operational confidence.</p> <a class="link register-trial-link" href="./contact.html">Schedule a Demonstration</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 />950 S. Tamiami Trail, Suite 104<br /> Sarasota, FL 34236<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-3.7.1.min.js" integrity="sha256-/JqT3SQfawRcv/BIHPThkBvs0OEvtFFmqPF/lYI/Cxo=" 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>