<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" href="./estate-software.html">Our Software </a> </li> <li class="mob-nav-item"> <a class="mob-nav-link active">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 active">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> <main class="content-page"> <section class="articles-card"> <h2 class="section-title">Trust and Estates Workflow Resources</h2> <p class="articles-card-message"> Since 2005 hundreds of law firms and financial institutions have improved the efficiency of their Trust and Estate operations by using EstateWorks. Based on these experiences, we address some common themes. <br/><br/> </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="./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/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> <li class="article-card-item"><a class="link-read-more" href="./Pricing.html"> <figure class="article-card-img"> <img src="./image/Pricing.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">What is the Price of EstateWorks?</h3> <p class="message">Get an idea of the cost for your organization.</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">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. Read</p> </div> </li> <li class="article-card-item"><a class="link-read-more" href="./people-as-system.html"> <figure class="article-card-img"> <img src="./image/Implementation.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">When People Become the System, the Operating Model has Failed</h3> <p class="message">Your people should be running the system - not being the system.</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="./checklist-trust-estates.html"> <figure class="article-card-img"> <img src="./image/3glasses.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">The Three Degrees of Checklists</h3> <p class="message">Checklists can have varying layers of complexity.</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="./technology-for-trust-and-estates.html"> <figure class="article-card-img"> <img src="./image/3Keys.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">3 Key Factors for Successful Implementation</h3> <p class="message">Applying technology effectively within T&E organizations.</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="./trust-estate-problems.html"> <figure class="article-card-img"> <img src="./image/4Signs.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">4 Signs You're Not Ready for EstateWorks — Yet</h3> <p class="message">Things to address internally before taking the next step.</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-practice-management.html"> <figure class="article-card-img"> <img src="./image/3Elements.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">3 Essential Elements for Supporting T&E Growth</h3> <p class="message">As your needs evolve, so should your support systems.</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="./bequest-administration-nfp.html"> <figure class="article-card-img"> <img src="./image/string.jpg" alt="" /> </figure> <div class="article-card-content"> <p class="tag">article</p> <h3 class="title">Streamlining NFP Bequest Administration</h3> <p class="message">Ease the strain on your NFP's staff and workflow.</p> </div> <div class="article-card-footer"> Read More</a> <p class="last-reed">3 Min. 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