<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 and Improve Your <br/>Trust & Estate Operation <br/>with Confidence </h2> <p class="poster-message"> EstateWorks is Trust & Estate software that helps <br/>organizations make work visible, standardize <br/>execution and manage with confidence. </p> <div class="btn-container"> <a class="link register-trial-link" href="./contact.html">Request a Demonstration</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">Build a More Visible, Consistent and Resilient Trust & Estate Operation</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 Your Operating Model </h3> <p class="card-description"> 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. </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> Standardize Execution </h3> <p class="card-description"> Embed your preferred way of working into every matter, helping reduce operational risk while delivering a consistent client experience. </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> Improve Operational Visibility </h3> <p class="card-description"> Provide managers with real-time visibility into workload, progress, deadlines and exceptions, helping identify issues before they become operational problems. </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/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">Capabilities That Support Your Trust & Estate Operation</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 tasks 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> Matter Management </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> <p class="features-description">EstateWorks combines configurable workflow, document management, reporting, automation and enterprise security within a single </br>Trust & Estate software solution, enabling organizations to standardize execution, improve visibility and continuously improve the way they operate.</br></br></br></p> <a class="link register-trial-link" href="./estate-software.html">Discover More Features</a> </div> </section> <section class = "article-content"> <br/> <br/> <h1 class="section-title" align = 'center'>A Proven Implementation Process</h1> <p> <br/> <br/> <img src='./image/implem2.jpg' alt=''> <br/> </p> <h3 class="article-message"> Successful implementation starts with understanding how your organization works. We configure EstateWorks to reflect your operating model, helping your team become productive quickly while creating a foundation for continuous operational improvement. </h3> <a class="link register-trial-link" href="./process.html">Learn More</a> </section> <!-- <section class="free-trial"> <h2 class="section-title">A Proven Implementation Process</h2> <div class="free-trial-content"> <p class="free-trial-message">Successful implementation starts with understanding how your organization works. We configure EstateWorks to reflect your operating model, helping your team become productive quickly while creating a foundation for continuous operational improvement.</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> Your EstateWorks <a href="./software/index.html">trust and estate software</a> 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 for our <a href="./software/estate-settlement-software.html">estate settlement software</a> 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 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"> [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"> 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"> We 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="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">Why Trust & Estates Operations are Different</h3> <p class="message">The unique challenges of estate settlement and administration.</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/lahfxc9v2s.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script> <div class="wistia_embed wistia_async_lahfxc9v2s 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/lahfxc9v2s/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">See EstateWorks in Action</h3> <p class="message">Impacting every stage of a Trust & Estate Matter—from the initial record through operational execution, reporting and workload management.</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="./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> </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">Ready to Improve Your Trust & Estate Operation?</h2> <p class="register-trial-message">See how EstateWorks can help your organization improve visibility, standardize workflows and build operational confidence.</p> <a class="link register-trial-link" href="./contact.html">Request 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>