✔ Customizable master checklists
✔ Transparent case data
✔ On-demand reports

Estate Plan Software

EstateWorks helps Trust & Estate professionals organize and manage estate planning work, from gathering information and coordinating responsibilities to preparing documents and tracking progress.

Our estate plan software combines customizable master checklists, document automation, secure case information and reporting in a configurable operational platform. Teams can follow consistent processes while adapting tasks and documentation to individual clients and matters.

For firms managing a significant volume of estate planning work, EstateWorks provides a clearer view of what needs to happen, who is responsible and where each matter stands.

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Address Key Operational Challenges of Trusts and Estates Across the Firm

  • Capture the Way You Do Business

    Customizable Master Checklists for different case types reflect the way that you want work to be done.

  • Minimize the Risk of Missing Deadlines

    Tasks are assigned to team members with specific due dates. Reminders and reporting help prevent things from falling through the cracks.

  • See Where Things are On-Track….Or Not

    Transparent case data, on-demand reports and scheduled email alerts provide a status overview at the Case, Individual, Team and Firm levels.

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How EstateWorks Supports Estate Planning Workflows

Estate planning involves more than drafting documents. Professionals need to collect and organize client information, coordinate work across the team, track outstanding items and manage changing instructions. EstateWorks brings those activities together so the process is easier to follow and supervise.

Configurable checklists help teams apply a consistent approach, while document templates and automation make it easier to generate planning materials using existing matter information. Secure records, deadlines and reporting keep work accessible and visible as clients' needs change.

EstateWorks also supports the transition from planning to settlement, allowing relevant information from a planning matter to be carried into subsequent estate administration work.

Explore the EstateWorks operational platform

Estate Planning Software Capabilities

  • Checklists

    Assign tasks to team members according to case-based rules for the specific type of case.

  • Automatic Ticklers

    Weekly emails nudge team members about impending tasks assigned to them.

  • Case Presentation

    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.

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See EstateWorks in Action

Whether your team is creating plans, reviewing existing arrangements or coordinating document preparation, EstateWorks helps establish a consistent process without imposing a single way of working.

Schedule a demonstration to see how estate planning checklists, document automation and operational reporting can work together for your organization.

Schedule a Demo