# Operational Confidence for Trust & Estate Organizations

## Built Around the Operational Needs of Trust & Estate Organizations

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.

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.

Our focus has never simply been helping organizations manage individual matters. It has been helping them build operating models that remain consistent, visible and reliable as they grow.

## ** Firms We Work With

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## The Real Challenge Isn't Managing Cases. It's Managing the Operation Behind Them.

- ** Protracted multi-disciplinary processes of Estate Settlement
- ** Deliver consistent throughput across the operation.
- ** Missed deadlines create financial and reputational risk.
- ** Maintenance of team communication and trust under pressure
- ** Volume of data and work product to be collected, marshaled and stored
- ** Time spent fixing processes versus managing clients and practicing the art

### As organizations grow, operational complexity increases. EstateWorks helps create the consistency, accountability and visibility needed to support sustainable growth without increasing dependence on individual knowledge.

## Build an Operation Your Clients Can Depend On

- ** Capture the Way Your Organization Works Customizable Master Checklists for different case types lay out the way that you want work be done.
- ** Minimize the Risk of Missing Deadlines Tasks are assigned to team members with specific due dates. Reminders and reporting help prevent things from falling through the cracks.
- ** Know What's On Track—and What Isn't Transparent case data, on-demand reports and scheduled email alerts provide a status overview at the Case, Individual, Team and Firm levels.

### EstateWorks enables organizations to standardize execution, improve operational visibility and provide managers with confidence that every matter is progressing as expected.

- 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 Susan P Head of Estate Settlement Operations, Major FL Law Firm
- [the firm that acquired us] are just so data driven - you guys really saved our bacon Chris S COO, Mid-size Trust Company
- 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. Louise B Trust Officer, Major National Bank

## Our Implementation Approach

Every Trust & Estate organization operates differently. We configure EstateWorks around your operating model rather than expecting your team to adapt to generic software.

- Initial Setup 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.
- Training 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.
- Ongoing Support Further specialized training is provided as-needed basis. Support is provided on an ongoing basis, along with training for new users.

## Ready to Build a More Visible and Consistent Trust & Estate Operation?

See how EstateWorks can help your organization improve operational visibility, standardize execution and build lasting operational confidence.

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