Paul Edwards
Paul Edwards writes about how Trust & Estate organizations can make their operations more consistent, visible and reliable.
His writing focuses on the operating models behind the work: how professional knowledge, established procedures and organizational requirements translate into everyday execution, management oversight and operational confidence.
Topics include:
- Moving from reliance on individual effort toward operational confidence.
- Making management visibility a natural result of doing the work.
- Building compliance requirements and evidence into everyday operations.
- Evaluating checklist and workflow software.
- Implementing technology around an organization’s way of working.
These themes underpin the Operational Evolution Model, which describes five stages of organizational development—from Heroic through Defined, Naturally Visible, Leveraged and Improving—and the transitions between them.
Paul is CEO of EstateWorks Systems LLC, the company behind EstateWorks and ProbatePlus. Since 2005, EstateWorks has been used by over 400 Trust & Estate organizations, including law firms, banks and trust companies.