EstateWorks is committed
to having satisfied customers who are able to comply
with state & federal rules and regulations; who are able to
better serve their clients; who are able to decrease their cost
of business operations; who are able to increase employee productivity.
EstateWorks' mission for excellent customer
service is simple: shorten the time from solution acquisition
to implementation, empowering our customers with rapid time-to-benefit
and maximum return-on-investment. EstateWorks understands
that compliance of estate administration and management of
estate planning are already complex enough; that is why we
work in lock-step with each of our customers – customizing
EstateWorks’ best-practice approach to each of our customer’s
unique needs – to simplify the process of probating estates
and developing effective estate plans, while reducing regulatory
and liability risk.
EstateWorks has built a world-class Services organization centered on three critical areas:
Professional Services.
EstateWorks works with each customer to identify project scope
and works in concert to facilitate implementation and systems
integration. A customer care specialist serves as the key
liaison for all customer queries and follows up with customers
to alert them of new product features. Professional consulting
services are available for customization requests. Professional
services offerings include:
Training Services. EstateWorks’
solutions provide the latest technology for managing the work-flow
of estate administration and planning. To optimize use of
EstateWorks’ services across a client’s organization, EstateWorks
provides training for end-users in a variety of formats from
web-based to instructor-led.
Client Support Services.
Business-level support is available from 8:30 am to 5:00 pm
(Eastern), Monday through Friday.
EstateWorks’ “end-to-end” service approach
lets our clients concentrate on their core strategic initiatives,
confident in the knowledge that the EstateWorks Services team
will decrease the time, cost, and complexity of implementing
– and reaping the benefits of – EstateWorks’ best-in-class
estate plan tracking and settlement solutions.
