Master checklists, workflows and business rules reflect the way your organization already works, helping teams execute consistently without sacrificing flexibility.
Give supervisors and managers immediate visibility into workload, progress, ownership and exceptions across every Trust & Estate matter.
Integrated reporting and automated notifications help management identify issues early and maintain confidence that work is progressing as expected.
By transitioning our checklists from paper documents to a robust practice management system we can do a better job for our clients and have peace of mind because we are providing better and more consistent service
I am part of the bank's team that recently started working with EstateWorks. It is a wonderful tool, and I am so glad to have it.
I have come to love EstateWorks and totally rely on it now.
Assign tasks to team members according to case-based rules for the specific type of case.
Nudge team members about their impending tasks with weekly emails.
Straightforward interface presents data relating to clients, decedents, contacts and financial components.
Interface with major valuation and Estate Tax preparation products to avoid repeat data entry.
Generate probate and tax forms and your other key documents pre-filed with case data.
Access individual and firm level calendaring and caseload information on-demand.
Capture team members' thoughts and observations on a case with electronic post-it notes and integrated summary sections.
Set up user-defined notifications as future email reminders.
Configurable in accordance with your IT security rules. SSO and 2FA available.
EstateWorks combines configurable workflow, document automation, reporting,
enterprise security and operational oversight within a single
Trust & Estate software solution. Every capability is designed to
strengthen the way your organization operates—not simply automate
individual tasks.
For organizations managing probate matters, explore our
probate case management software.
