Manage Your Estate
Settlement & Planning
Cases More Effectively

Get the web-based system that defines
workflow and monitors deadlines,
enabling effective practice management
without diverting high producers.

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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Firms We Work With

Trust and Estate Software Features

  • Checklists

    Assign task 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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Our Unique Process

We work with you to configure EstateWorks around how you want to do business.

  • Initial Setup

    We help you to develop the processes, tasks, due date rules and case team allocations for your master checklists. We also gather information about security rules, specific users, and other configuration options.

  • Training

    EstateWorks is then configured in accordance with the information from the previous step and is ready for use. Virtual hands-on training focused on orientation and confidence-building follows.

  • Ongoing Support

    Further specialized training is provided on an as-needed basis. Support is provided on an ongoing basis, as required, along with training for new users.

Learn More About Our Process

Trust & Estates Workflow Resources

After working with hundreds of Trust and Estates organizations, we understand the operational challenges you face. Learn more about how to improve efficiency through our resource library.

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Get Started Today

See how EstateWorks can help your team get organized and practice more efficiently.

Schedule a Demo