# Make Trust & Estates Manageable

## Built for the Operational Demands of Trust & Estate Organizations

- ** Reflect Your Operating Model Master checklists, workflows and business rules reflect the way your organization already works, helping teams execute consistently without sacrificing flexibility.
- ** Operational Visibility Give supervisors and managers immediate visibility into workload, progress, ownership and exceptions across every Trust & Estate matter.
- ** Management Confidence Integrated reporting and automated notifications help management identify issues early and maintain confidence that work is progressing as expected.

- 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
- 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 have come to love EstateWorks and totally rely on it now. Jennifer F Partner, Specialty T & E Law Firm

## Capabilities That Support Your Trust & Estate Operation

- ** Checklists Assign tasks to team members according to case-based rules for the specific type of case.
- ** Automatic Ticklers Nudge team members about their impending tasks with weekly emails.
- ** Matter Management Straightforward interface presents data relating to clients, decedents, contacts and financial components.
- ** Valuation and Tax Interface Interface with major valuation and Estate Tax preparation products to avoid repeat data entry.
- ** Document Automation Generate probate and tax forms and your other key documents pre-filed with case data.
- ** Calendaring and Reporting Access individual and firm level calendaring and caseload information on-demand.
- ** Case Annotation Capture team members' thoughts and observations on a case with electronic post-it notes and integrated summary sections.
- ** Customizable Alerts Set up user-defined notifications as future email reminders.
- ** Enterprise Security Configurable in accordance with your IT security rules. SSO and 2FA available.

EstateWorks combines configurable workflow, document automation, reporting, enterprise security and operational oversight within a single
Trust & Estate software solution. Every capability is designed to strengthen the way your organization operates—not simply automate individual tasks.

## A Proven Implementation Process

- 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.
- Setup & Configuration: Based on how you do business Customize master checklists IT security rules Users and roles Data upload (if required)
- Initial Training: Basic orientation and practical experience Creating cases Updating information Managing checklists Generating documents Individual calendars Weekly emails Firm-wide reporting
- Ongoing Support & Advanced Training: Access to our experts for help beyond the basics Managing master checklists Uploading document templates Importing security valuations Exporting to 706 software New user training Customized reporting

## Pricing

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.

## FAQ

- How is EstateWorks different from traditional case management software? How is EstateWorks different from traditional case management software? 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. 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. 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 practice, but by making the operation behind that work more consistent, visible and reliable. [Explore the purpose-built Trust & Estate approach](https://estateworks.com/public/estateworks-platform#how-is-estateworks-different-from-general-legal-practice-management-software)
- What size organizations is EstateWorks designed for? What size organizations is EstateWorks designed for? EstateWorks is designed for organizations that want to standardize the way Trust & Estate work is managed and gain greater visibility across their operation. 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. 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. 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. [Explore support for institutional Trust & Estate operations](https://estateworks.com/public/estateworks-platform#how-does-estateworks-support-institutional-trust-estate-operations)
- How configurable is EstateWorks? Can we customize it? How configurable is EstateWorks? Can we customize it? 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. 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. 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. Our objective is not to change the way your organization works, but to help you execute it more consistently and manage it more effectively. [Learn what business users can configure themselves](https://estateworks.com/public/estateworks-platform#can-business-users-change-estateworks-processes-without-relying-on-it-or-the-vendor)
- How long does it take to get up and running? How long does it take to get up and running? 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. [Learn how implementation establishes your operating model](https://estateworks.com/public/estateworks-platform#how-does-estateworks-support-implementation-without-forcing-an-organization-into-a-predefined-operating-model)
- What happens after implementation? What happens after implementation? 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. 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. 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. [Learn how processes can be reviewed and improved over time](https://estateworks.com/public/estateworks-platform#how-does-estateworks-help-organizations-review-and-improve-their-operating-processes-over-time)
- Do you offer 2FA and/or Single Sign On? Do you offer 2FA and/or Single Sign On? 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 may be 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. [Learn more about Single Sign-On](https://estateworks.com/public/estateworks-platform#does-estateworks-support-single-sign-on-sso)
- What else can you tell me - or our IT folk - about security? What else can you tell me - or our IT folk - about security? 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. Customer data is never used to train AI models and customer data is never co-mingled. We'll be happy to get into details with your specialists when the time comes. [Explore security and IT requirements](https://estateworks.com/public/estateworks-platform#how-does-estateworks-support-the-security-and-it-requirements-of-larger-trust-estate-organizations)
- Can I use EstateWorks with Estate Planning as well as Estate Settlement? Can I use EstateWorks with Estate Planning as well as Estate Settlement? 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. [Learn how EstateWorks supports settlement and planning](https://estateworks.com/public/estateworks-platform#can-estateworks-support-both-estate-settlement-and-estate-planning)
- Can I use EstateWorks to generate Estate Planning documents? Can I use EstateWorks to generate Estate Planning documents? 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. [Learn more about document assembly](https://estateworks.com/public/estateworks-platform#does-estateworks-support-document-assembly)
- Can I get state-specific probate documents with EstateWorks? Can I get state-specific probate documents with EstateWorks? 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.
- What are the accounting capabilities? What are the accounting capabilities? 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. The financial capabilities are designed to support estate administration and preparation of Federal Estate Tax returns rather than ongoing trust accounting. [Understand EstateWorks and fiduciary accounting](https://estateworks.com/public/estateworks-platform#how-is-estateworks-different-from-fiduciary-accounting-software)
- Which Tax and Valuation programs do you work with? Which Tax and Valuation programs do you work with? 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. [Learn more about financial information and valuation/tax data exchange](https://estateworks.com/public/estateworks-platform#what-financial-information-can-estateworks-manage)
- Can I import data from client questionnaires into EstateWorks? Can I import data from client questionnaires into EstateWorks? Yes. EstateWorks interfaces with DecisionVault so that you can create cases based on the information in your DecisionVault client questionnaires.
- Can I import my contacts from Outlook? Can I import my contacts from Outlook? Yes, you can upload contacts from Outlook - or from any other system that lets you produce a csv file.
- Can I use EstateWorks with a Mac? Can I use EstateWorks with a Mac? 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.
- Can I use EstateWorks offline? Can I use EstateWorks offline? There is no software to install or maintain with EstateWorks, however you will need an internet connection to access the service.
- I really just want my state probate forms: am I in the wrong place? I really just want my state probate forms: am I in the wrong place? 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: [www.probateplus.com](https://www.probateplus.com/)

## Ready to Build a More Visible & Consistent Trust & Estate Operation?

See how EstateWorks can help your organization improve operational visibility, standardize execution and build management confidence.

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