Technology Relationships

InterActive Legal

InterActive Legal has long been recognized as a premier provider of estate planning and elder law document drafting solutions. Its sophisticated drafting system helps practitioners develop comprehensive, individually tailored estate plans, supported by extensive continuing education, professional resources, and expert training and support.

The integration with EstateWorks enables client and matter information to flow directly into InterActive Legal's drafting system, reducing duplicate data entry and connecting operational matter management with sophisticated document preparation.

Clio

Coming Soon

Clio is a leading cloud-based legal practice management platform, helping law firms manage clients, matters, documents, billing, and day-to-day operations. Its extensive ecosystem of integrations enables firms to connect specialized applications with their broader practice management environment.

The integration with EstateWorks enables client and matter information to flow directly from Clio Manage into EstateWorks, reducing duplicate data entry and connecting firm-wide practice management with the specialized workflows of Trust & Estate administration and settlement.

DecisionVault

DecisionVault is a secure client-intake portal designed for estate-planning professionals. It gives clients a convenient way to provide information online and gives attorneys structured information they can review and use in their legal technology.

EstateWorks works with DecisionVault to reduce repeated data entry by importing client and contact information from DecisionVault into EstateWorks.

EstateVal

EstateVal provides securities valuation and financial-reporting software for estate and trust professionals. Its tools help practitioners value portfolios and prepare supporting reports for estate administration and tax work.

EstateWorks can import securities valuation data from EstateVal, bringing values and related financial information into the EstateWorks matter record without repeated entry.

Appraise

Appraise provides date-of-death and alternate-valuation-date securities valuations for estate professionals, together with reports that support estate administration and tax preparation.

EstateWorks can import valuation data supplied by Appraise, allowing financial information to move directly into the appropriate EstateWorks matter.

GEMS

Gillett Estate Management Suite (GEMS) prepares estate and gift tax returns and fiduciary accountings. GEM706 is used by estate professionals to complete federal and state estate tax returns.

EstateWorks exports estate and financial information to GEM706 eliminating duplicate data entry during the return preparation process.

ONESOURCE 706 Estate Tax

Thomson Reuters provides professional tax and compliance software, including ONESOURCE 706 Estate Tax, which helps estate professionals prepare federal and state estate-tax returns, with supporting schedules and automated tax calculations.

EstateWorks supports the export of estate and financial information for use with ONESOURCE 706 Estate Tax, helping reduce duplicate data entry during Form 706 preparation.

CCH

CCH, part of Wolters Kluwer, provides professional tax and accounting software used by firms to prepare, manage and review complex tax returns.

EstateWorks supports the export of estate and financial information for use with CCH ProSystem fx, helping reduce duplicate entry during Form 706 preparation.