<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 active">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 active">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-couple2.png" alt="" /> </p> <div class="poster-content"> <h2 class="poster-title"> Manage Trust and Estate<br /> Cases More Effectively </h2> <p class="poster-message"> Experience the web-based system that defines workflow and monitors deadlines for optimum efficiency. </p> <a class="link register-trial-link" href="./contact.html">Schedule a Demo</a> </div> </div> </section> <main class="content-page"> <section class="challenges"> <h2 class="section-title">Make Your Trust and Estates Practice More Efficient</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-10.svg') no-repeat center"></i> Flexibility & Focus </h3> <p class="card-description"> You have your own approach to getting things done. Enjoy a highly configurable system that can accommodate your preferences. </p> </li> <li class="item-card"> <h3 class="card-title"> <i class="card-title-icon" style="background: url('./image/icons/icon-11.svg') no-repeat center"></i> Transparent Accountability </h3> <p class="card-description"> A common system driven by master checklists enables everyone to see who is responsible for what and when. </p> </li> <li class="item-card"> <h3 class="card-title"> <i class="card-title-icon" style="background: url('./image/icons/icon-12.svg') no-repeat center"></i> Communication & Reporting </h3> <p class="card-description"> Different ticklers and alerts help to keep individuals on top of their workload. Integrated reporting warns when things are heading off track. </p> </li> </ul> </div> </section> <section class="our-reviews"> <ul class="reviews-list"> <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"> <span class="user-name">Cynthia G</span> <span class="user-company">Practice Lead, Major North East Law Firm</span> </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"> <span class="user-name">Louise B</span> <span class="user-company">Trust Officer, Major National Bank</span> </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"> <span class="user-name">Jennifer F</span> <span class="user-company">Partner, Specialty T & E Law Firm</span> </div> </li> </ul> </section> <section class="features"> <h2 class="section-title">Features to Fuel Your Trust and Estates Software</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">Nudge team members about their impending tasks with weekly emails.</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> <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> Case Annotation </h3> <p class="features-description"> Capture team members' thoughts and observations on a case with electronic post-it notes and integrated summary sections. </p> </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> Customizable Alerts </h3> <p class="features-description">Set up user-defined notifications as future email reminders.</p> </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> Enterprise Security </h3> <p class="features-description">Configurable in accordance with your IT security rules. SSO and 2FA available.</p> </li> </ul> <a class="link register-trial-link-alt" href="./contact.html">Get Started</a> </div> </section> <section class="free-trial"> <h2 class="section-title">Our Unique Process for Going Live</h2> <div class="free-trial-content"> <p class="free-trial-message">Configure EstateWorks around how you want to do business.</p> <ul class="free-trial-list"> <li class="free-trial-item"> Setup & Configuration: Based on how you do business <ul class="sub-list"> <li class="sub-item">Customize master checklists</li> <li class="sub-item">IT security rules</li> <li class="sub-item">Users and roles</li> <li class="sub-item">Data upload (if required)</li> </ul> </li> <li class="free-trial-item"> Initial Training: Basic orientation and practical experience <ul class="sub-list"> <li class="sub-item">Creating cases</li> <li class="sub-item">Updating information</li> <li class="sub-item">Managing checklists</li> <li class="sub-item">Generating documents</li> <li class="sub-item">Individual calendars</li> <li class="sub-item">Weekly emails</li> <li class="sub-item">Firm-wide reporting</li> </ul> </li> <li class="free-trial-item"> Ongoing Support & Advanced Training: Access to our experts for help beyond the basics <ul class="sub-list"> <li class="sub-item">Managing master checklists</li> <li class="sub-item">Uploading document templates</li> <li class="sub-item">Importing security valuations</li> <li class="sub-item">Exporting to 706 software</li> <li class="sub-item">New user training</li> <li class="sub-item">Customized reporting</li> </ul> </li> </ul> <a class="link register-trial-link" href="./process.html">Learn More About Our Process</a> </div> </section> <section class="pricing"> <h2 class="section-title">Pricing</h2> <p class="pricing-message"> You'll pay a one-time fee for set-up and training as well as an ongoing commitment based on the number of users or new cases. </p> <a class="link register-trial-link" href="./pricing.html">See More Pricing Info</a> </section> <section class="faq"> <h2 class="section-title">FAQ</h2> <ul class="faq-list"> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">I'm just looking for state probate forms: am I in the wrong place?</span> <span class="close">I'm just looking for state probate forms: am I in the wrong place?</span> </p> <p class="message"> If your key priority is to find an efficient way of generating probate forms for FL, MA, CT or NY for estate settlement and you are not concerned about checklists, detailed financial tracking or estate planning, you may find ProbatePlus a better fit: <a href="https://www.probateplus.com">www.probateplus.com</a> </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Can I use EstateWorks with a Mac?</span> <span class="close">Can I use EstateWorks with a Mac?</span> </p> <p class="message"> Yes, you access EstateWorks through a browser (such as Safari, Chrome or Internet Explorer) on a Mac or PC. Some functionality such as generation of documents requires either the Mac or Windows version MS Word. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Can I use EstateWorks offline?</span> <span class="close">Can I use EstateWorks offline?</span> </p> <p class="message"> There is no software to install or maintain with EstateWorks, however you will need an internet connection to access the service. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Can I use EstateWorks with Estate Planning as well as Estate Settlement?</span> <span class="close">Can I use EstateWorks with Estate Planning as well as Estate Settlement?</span> </p> <p class="message"> Yes. EstateWorks has comprehensive systems for both Estate Planning and Settlement cases. Contacts and details from a Planning case can effortlessly be imported into a subsequent Settlement case. You can also create Master Checklists for different types of cases - guardianship, trust administration or entity creation for example. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Which Tax and Valuation programs do you work with?</span> <span class="close">Which Tax and Valuation programs do you work with?</span> </p> <p class="message"> You can import security valuation data from EstateVal and Appraise and you can export case information to the following 706 software products: GEMS, Thomson Fast-Tax FPS, Intuit Lacerte and CCH ProSystem FX. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Can I import my contacts from Outlook?</span> <span class="close">Can I import my contacts from Outlook?</span> </p> <p class="message"> Yes, you can upload contacts from Outlook - or from any other system that lets you produce a csv file. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">How long does it take to get up and running?</span> <span class="close">How long does it take to get up and running?</span> </p> <p class="message"> The rate-limiting step is typically completing the master checklist for Estate Settlement. Many firms like to use this as an opportunity for getting some consensus on how they want to formalize their working practices. Some firms have this done in a week or so, others take longer. The current 'records' are 24 hours and 9 months. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Can we customize EstateWorks?</span> <span class="close">Can we customize EstateWorks?</span> </p> <p class="message"> We do make customizations, although most of our users don't require it. EstateWorks is highly configurable, so many of the items that you might think would be customizations are just settings that can be adjusted. When we perform customizations we make sure that you are very clear about what is required and what it will cost before applying our engineering resources. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Do you offer 2FA and/or Single Sign On?</span> <span class="close">Do you offer 2FA and/or Single Sign On?</span> </p> <p class="message"> We use Duo Security for two factor authentication, and can work with your IT department to set it up on your account, or we can host it for a fee on our own Duo account. We can also set up Single Sign On, although there is a nominal charge for this. All accounts can also be configured to only allow login from specified IP addresses, and to use your firm's own password requirements. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">What else can you tell me - or our IT folk - about security?</span> <span class="close">What else can you tell me - or our IT folk - about security?</span> </p> <p class="message"> EstateWorks is a 'hosted application' - everything takes place on our servers, which reside in a specialist secure data center - as opposed to being 'in the cloud', running on some slice of a virtual machine. Our hosting provider provides SOC-2 audit documentation and we have our own SOC-2 Type II audit performed annually. We'll be happy to get into details with your specialists when the time comes. </p> </label> </li> </ul> </section> <section class="next-step"> <h2 class="section-title">Ready to Take the Next Step?</h2> <div class="next-step-content"> <p class="next-step-message">Fill out this form and one of our team will contact you within one business day.</p> <p class="next-step-message">We'll answer any questions and schedule a product demonstration if appropriate.</p> <form class="next-step-form" id="signupform" name="signupform" method="post"> <p class="field"> <input class="name" type="text" name="name" placeholder="Name*" /> <label>Name</label> </p> <p class="field"> <input class="firm-name" type="text" name="firm" placeholder="Firm*" /> <label>Firm</label> </p> <p class="field"> <input class="role" type="text" name="role" placeholder="Role*" /> <label>Your role</label> </p> <p class="field"> <input class="phone-number" type="text" name="phone" placeholder="Phone*" /> <label>Phone number</label> </p> <p class="field"> <input class="email" type="text" name="email" placeholder="Email*" /> <label>Email</label> </p> <p class="field"> <textarea class="questions" name="questions" placeholder="Message"></textarea> <label>Question</label> </p> <div> <input type="text" style="display:none;" name="email2" placeholder="" /></input> </div> <input type="hidden" name="valid" value=""/> <input type="hidden" name="subject" value="EstateWorks Information Request SOFT"/> <button class="btn send-form" onclick="preSubmit();">Send</button> </form> </div> </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 & Estates organizations, we understand the operational challenges you face. Learn more about how to achieve 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"><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">4 Basic Building Blocks For Effective Trust & Estate Checklists</h3> <p class="message">Creating 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"> <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> </ul> <a class="link register-trial-link" href="./learning-center.html">Browse All Resources</a> </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>