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

Trust Compliance Software

EstateWorks helps Trust & Estate organizations manage the operational work behind compliance: consistent processes, monitored deadlines, reliable records and clear accountability across matters.

Our trust compliance software capabilities combine configurable master checklists, automated reminders, secure case information and management reporting. Teams can follow established procedures while supervisors gain visibility into responsibilities, progress and exceptions.

With centralized information, automated checks and traceable activity, EstateWorks supports oversight and helps organizations demonstrate how required work is being managed.

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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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Supporting Compliance Through Consistent Trust & Estate Operations

Regulatory and internal requirements are easier to manage when they are embedded in day-to-day work. EstateWorks uses configurable workflows and checklists to help teams follow required steps, monitor critical deadlines and maintain documentation throughout each matter.

Automated checks and alerts highlight outstanding tasks, missing information or incomplete steps. Centralized case records, reporting and audit trails help managers review activity, identify exceptions and respond to internal or external reviews.

Because the platform reflects each organization's operating model, firms, banks and trust companies can standardize their compliance-related processes while retaining the flexibility needed for different types of matters and jurisdictions.

Explore compliance as part of Trust & Estate operations

Trust Compliance and Operational Oversight 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

EstateWorks makes compliance-related work part of a visible, repeatable operation rather than a separate exercise in chasing records and checking deadlines.

Schedule a demonstration to see how configurable processes, automated reminders, audit trails and management reporting support compliance oversight across your Trust & Estate organization.

Schedule a Demo