You have your own approach to getting things done. Enjoy a highly configurable system that can accommodate your preferences.
A common system driven by master checklists enables everyone to see who is responsible for what and when.
Different ticklers and alerts help to keep individuals on top of their workload. Integrated reporting warns when things are heading off track.
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 task 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.