A Proven Implementation Process
Configure EstateWorks to reflect your organization's workflows, policies and best practices, ensuring work is performed consistently regardless of who is responsible for the matter.
Embed your preferred way of working into every matter, helping reduce operational risk while delivering a consistent client experience.
Provide managers with real-time visibility into workload, progress, deadlines and exceptions, helping identify issues before they become operational problems.
Assign tasks to team members according to case-based rules for the specific type of case.
Weekly emails nudge team members about impending tasks assigned to them.
Straightforward interface presents data relating to clients, decedents, contacts and financial components.
Interface with major valuation and Estate Tax preparation products to avoid repeat data entry.
Generate probate and tax forms and your other key documents pre-filled with case data.
Access individual and firm level calendaring and caseload information on-demand.
EstateWorks combines configurable workflow, document management, reporting, automation and enterprise security within a single
Trust & Estate software solution, enabling organizations to standardize execution, improve visibility and continuously improve the way they operate.
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
Cynthia G
Practice Lead, Major North East 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
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
We have come to love EstateWorks and totally rely on it now.
Jennifer F
Partner, Specialty T & E Law Firm