<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 and Improve Your <br/>Trust & Estate Operation <br/>with Confidence </h2> <p class="poster-message"> EstateWorks helps Trust & Estate organizations make <br/> work visible, standardize execution and improve <br/> operational confidence. <br/><br/>Configure EstateWorks to reflect the way your <br/> organization works with the visibility needed to <br/> continually improve performance. </p> <a class="link register-trial-link" href="./contact.html">Request a Demonstration</a> </div> </div> </section> <main class="content-page"> <section class="challenges"> <h2 class="section-title">Built for the Operational Demands of Trust & Estate Organizations</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> Reflect Your Operating Model </h3> <p class="card-description"> Master checklists, workflows and business rules reflect the way your organization already works, helping teams execute consistently without sacrificing flexibility. </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> Operational Visibility </h3> <p class="card-description"> Give supervisors and managers immediate visibility into workload, progress, ownership and exceptions across every Trust & Estate matter. </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> Management Confidence </h3> <p class="card-description"> Integrated reporting and automated notifications help management identify issues early and maintain confidence that work is progressing as expected. </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">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 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> 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> <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> <p class="features-description">EstateWorks combines configurable workflow, document automation, reporting, enterprise security and operational oversight within a single </br>Trust & Estate software solution. Every capability is designed to strengthen the way your organization operates—not simply automate individual tasks.</br></br></br></p> <a class="link register-trial-link-alt" href="./contact.html">Get Started</a> </div> </section> <section class="free-trial"> <h2 class="section-title">A Proven Implementation Process</h2> <div class="free-trial-content"> <ul class="free-trial-list"> <li class="free-trial-item"> Every Trust & Estate organization works differently. Our implementation process configures EstateWorks around your operating model, helping your team become productive quickly while creating the foundation for continuous operational improvement. </li> <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">How is EstateWorks different from traditional case management software?</span> <span class="close">How is EstateWorks different from traditional case management software?</span> </p> <p class="message"> EstateWorks wasn't built by adapting a generic case management system. It was designed specifically around the operational requirements of Estate Settlement and Estate Planning. <br/><br /> Many Trust & Estate systems are designed around a predefined way of working. EstateWorks takes a different approach. It is designed to reflect your organization's processes, responsibilities and working practices, while helping you standardize execution and improve operational visibility. <br/><br /> EstateWorks is particularly well suited to organizations that already understand Trust & Estate work and want to build on that expertise—not by changing the way they practise, but by making the operation behind that work more visible, consistent and resilient. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">What size organizations is EstateWorks designed for?</span> <span class="close">What size organizations is EstateWorks designed for?</span> </p> <p class="message"> EstateWorks is designed for organizations that want to standardize the way Trust & Estate work is managed and gain greater visibility across their operation. <br/><br /> It is particularly well suited to larger law firms, banks, trust companies and fiduciary organizations, where coordinating work across multiple professionals, offices and teams requires greater operational visibility and consistency. <br/><br /> Because EstateWorks is highly configurable, it can also be successfully implemented by smaller organizations that want to build a scalable operating model from the outset. <br/><br /> The organizations that gain the greatest value from EstateWorks are those looking beyond individual matter management and seeking to continually improve the performance of their Trust & Estate operation. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">How configurable is EstateWorks? Can we customize it?</span> <span class="close">How configurable is EstateWorks? Can we customize it?</span> </p> <p class="message"> EstateWorks is designed to reflect the way your organization works. Rather than trying to force you to adopt predefined workflows, the platform can be configured to reflect your operating model, including workflows, responsibilities, document templates, matter types, financial categories, user roles, reporting and many other aspects of the system. <br/><br/> Because this flexibility is built into the platform, most organizations achieve what they need through configuration rather than custom software development. This reduces implementation time, simplifies future upgrades and allows your system to evolve as your organization changes. <br/><br/> Where genuinely unique requirements exist, EstateWorks can also be customized. If custom development is appropriate, we'll agree the scope, approach and cost with you before any engineering work begins. <br/><br/> Our objective is not to change the way your organization works, but to help you execute it more consistently and manage it more effectively. </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 implementation timetable is usually determined by how quickly your organization completes its master checklist configuration. Many firms use this as an opportunity to standardize their working practices. Some complete it within a few days, while others take considerably longer depending on how much process design they choose to undertake. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">What happens after implementation?</span> <span class="close">What happens after implementation?</span> </p> <p class="message"> Following implementation, your team continues to receive support from people who understand both EstateWorks and Trust & Estate operations. Additional training can be provided for new staff, new functionality or changes to your organization's working practices. <br/><br /> As your team gains experience with EstateWorks, we'll continue working with you to identify opportunities to refine workflows, improve reporting and take advantage of new capabilities. Many organizations also use this ongoing collaboration to further standardize working practices and strengthen operational consistency. <br/><br /> Because EstateWorks is designed to reflect your operating model, the platform can continue to evolve as your organization changes. Whether you're expanding your team, introducing new services or refining internal processes, EstateWorks can be configured to support those changes. </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. <br/><br/>We can also set up Single Sign On, although there may be a nominal charge for this. <br/><br/>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 delivered as a managed hosted service from professionally managed US data centers. Access to our servers is restricted to our employees - all of whom are US citizens and based in the US. We provide SOC 2 audit reports and maintain our own annual SOC 2 Type II audit programme. <br><br>Customer data is never used to train AI models and customer data is never co-mingled. <br><br>We'll be happy to get into details with your specialists when the time comes. </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">Can I use EstateWorks to generate Estate Planning documents?</span> <span class="close">Can I use EstateWorks to generate Estate Planning documents?</span> </p> <p class="message"> Yes. EstateWorks integrates with HotDocs Advance for document automation. So you can create and mount your templates for key documents so that they generate pre-filled with case data. If you already have your own HotDocs Advance account, EstateWorks can transfer case data to it when you want to generate documents. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">Can I get state-specific probate documents with EstateWorks?</span> <span class="close">Can I get state-specific probate documents with EstateWorks?</span> </p> <p class="message"> Yes: we maintain up-to-date probate forms for FL, MA, CT and NY, so that they can be generated pre-filled with case data from EstateWorks. For other states, fillable versions of key forms can be generated using the best-in-class Document Assembly functionality built in to EstateWorks. </p> </label> </li> <li class="faq-item"> <label> <input type="checkbox" /> <p class="faq-btn"> <span class="open">What are the accounting capabilities?</span> <span class="close">What are the accounting capabilities?</span> </p> <p class="message"> The financial components within EstateWorks are designed to facilitate collection of all Estate and Trust asset and liability information, as well as tracking the income and expenses of the estate.<br/><br /> The financial capabilities are designed to support estate administration and preparation of Federal Estate Tax returns rather than ongoing trust accounting. </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 data from client questionnaires into EstateWorks?</span> <span class="close">Can I import data from client questionnaires into EstateWorks?</span> </p> <p class="message"> Yes. EstateWorks interfaces with DecisionVault so that you can create cases based on the information in your DecisionVault client questionnaires. </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">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 Edge) 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">I really just want my state probate forms: am I in the wrong place?</span> <span class="close">I really just want my 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> </ul> </section> <section class="next-step"> <h2 class="section-title">Ready to Build a More Visible & Consistent Trust & Estate Operation?</h2> <div class="next-step-content"> <p class="next-step-message">See how EstateWorks can help your organization improve operational visibility, standardize execution and build management confidence.</p> <p class="next-step-message">No public domain email addresses please. </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="Business 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();">Request a Demonstration</button> </form> </div> </section> <section class="articles-card"> <h2 class="section-title">Trust & Estate Operations Insights</h2> <p class="articles-card-message"> Explore practical guidance drawn from years of working with Trust & Estate organizations to improve workflow, consistency and operational performance. </p> <ul class="articles-card-list"> <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> <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">A Checklist is not an Operating Model</h3> <p class="message">Components & characteristics of effective estate planning and settlement checklists.</p> </div> <div class="article-card-footer"> Read More</a> <p class="last-reed">3 Min. 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