<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 & Estate Operations Insights</h2> <p class="articles-card-message"> For more than twenty years we've worked alongside Trust & Estate organizations as they improve operational visibility, standardize execution and build stronger operating models. This Learning Center shares practical ideas drawn from those experiences. <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/lahfxc9v2s.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script> <div class="wistia_embed wistia_async_lahfxc9v2s 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/lahfxc9v2s/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">Take a Guided Tour ...</h3> <p class="message">... of the operational platform that helps Trust & Estate organizations coordinate work, apply their operational model consistently and gain operational visibility across the practice.</p> </div> <div class="article-card-footer"> Watch Now</a> <p class="last-reed">12 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. Read</p> </div> </li> </ul> </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 />950 S. 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