Manage Trust and Estate
Cases More Effectively

Experience the web-based system that defines workflow and monitors deadlines for optimum efficiency.

Schedule a Demo

Make Your Trust and Estates Practice More Efficient

  • Flexibility & Focus

    You have your own approach to getting things done. Enjoy a highly configurable system that can accommodate your preferences.

  • Transparent Accountability

    A common system driven by master checklists enables everyone to see who is responsible for what and when.

  • Communication & Reporting

    Different ticklers and alerts help to keep individuals on top of their workload. Integrated reporting warns when things are heading off track.

Features to Fuel Your Trust and Estates Software

  • Checklists

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

  • Automatic Ticklers

    Nudge team members about their impending tasks with weekly emails.

  • 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.

  • Case Annotation

    Capture team members' thoughts and observations on a case with electronic post-it notes and integrated summary sections.

  • Customizable Alerts

    Set up user-defined notifications as future email reminders.

  • Enterprise Security

    Configurable in accordance with your IT security rules. SSO and 2FA available.

Get Started

Our Unique Process for Going Live

Configure EstateWorks around how you want to do business.

  • Setup & Configuration: Based on how you do business
    • Customize master checklists
    • IT security rules
    • Users and roles
    • Data upload (if required)
  • Initial Training: Basic orientation and practical experience
    • Creating cases
    • Updating information
    • Managing checklists
    • Generating documents
    • Individual calendars
    • Weekly emails
    • Firm-wide reporting
  • Ongoing Support & Advanced Training: Access to our experts for help beyond the basics
    • Managing master checklists
    • Uploading document templates
    • Importing security valuations
    • Exporting to 706 software
    • New user training
    • Customized reporting
Learn More About Our Process


You'll pay a one-time fee for set-up and training as well as an ongoing commitment based on the number of users or new cases.

See More Pricing Info


Ready to Take the Next Step?

Fill out this form and one of our team will contact you within one business day.

We'll answer any questions and schedule a product demonstration if appropriate.

Trust & Estates Workflow Resources

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

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