<a class="logo-link"> <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">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">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-meeting.png" alt="" /> </p> <div class="poster-content"> <h2 class="poster-title"> Manage Your Estate<br /> Settlement & Planning<br /> Cases More Effectively </h2> <p class="poster-message"> Get the web-based system that defines <br />workflow and monitors deadlines, <br />enabling effective practice management <br />without diverting high producers. </p> <div class="btn-container"> <a class="link register-trial-link" href="./contact.html">Schedule a Demo</a><br/> <a class="link register-trial-link-alt2" href="./estate-software.html">Learn More</a> </div> </div> </div> </section> <main class="content-page"> <section class="challenges"> <h2 class="section-title">Address Key Operational Challenges of Trusts and Estates Across the Firm</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 reflect the way that you want work to 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 Product</a> </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">Trust and Estate Software Features</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-4.png') no-repeat center; background-size: contain" ></i> Checklists </h3> <p class="features-description">Assign task to team members according to case-based rules for the specific type of case.</p> </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> Automatic Ticklers </h3> <p class="features-description">Weekly emails nudge team members about impending tasks assigned to them.</p> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-6.png') no-repeat center; background-size: contain" ></i> Case Presentation </h3> <p class="features-description"> Straightforward interface presents data relating to clients, decedents, contacts and financial components. </p> </li> <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> Valuation and Tax Interface </h3> <p class="features-description"> Interface with major valuation and Estate Tax preparation products to avoid repeat data entry. </p> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-8.png') no-repeat center; background-size: contain" ></i> Document Automation </h3> <p class="features-description"> Generate probate and tax forms and your other key documents pre-filed with case data. </p> </li> <li class="features-item"> <h3 class="features-title"> <i class="features-title-icon" style="background: url('./image/icons/icon-9.png') no-repeat center; background-size: contain" ></i> Calendaring and Reporting </h3> <p class="features-description">Access individual and firm level calendaring and caseload information on-demand.</p> </li> </ul> <a class="link register-trial-link" href="./estate-software.html">Discover More Features</a> </div> </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, 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 focused on orientation and confidence-building follows. </p> </li> <li class="free-trial-item"> Ongoing Support <p> Further specialized training is provided on an as-needed basis. Support is provided on an ongoing basis, as required, 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="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="articles-card"> <h2 class="section-title">Trust & Estates Workflow Resources</h2> <p class="articles-card-message"> After working with hundreds of Trust and Estates organizations, we understand the operational challenges you face. Learn more about how to improve efficiency through our resource library. </p> <ul class="articles-card-list"> <li class="article-card-item"><a class="link-read-more" href="./trust-and-estate-workflow.html"> <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"> Read More</a> <p class="last-reed">3 Min. Read</p> </div> </li> <li class="article-card-item"> <figure class="article-card-img"> <script src="https://fast.wistia.com/embed/medias/0f7v3cx7wd.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script> <div class="wistia_embed wistia_async_0f7v3cx7wd seo=false" style="height:231px;position:relative;width:370px"> <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/0f7v3cx7wd/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" aria-hidden="true" onload="this.parentNode.style.opacity=1;" /> </div></div> </figure> <div class="article-card-content"><a class="link-read-more" href="./estate-workflow-video.html"> <p class="tag"> </p> <h3 class="title">Video Tour of EstateWorks</h3> <p class="message">See the key features that can fuel your efficiency.</p> </div> <div class="article-card-footer"> Watch Now</a> <p class="last-reed">7 Min. Watch</p> </div> </li> <li class="article-card-item"><a class="link-read-more" href="./estate-practice-management.html"> <figure class="article-card-img"> <img src="./image/3Elements.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">3 Essential Elements for Supporting T&E Growth</h3> <p class="message">As your needs evolve, so should your support systems.</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="./learning-center.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>