FAQ

• I'm just looking for state probate forms: am I in the wrong place? I'm just looking for state probate forms: am I in the wrong place?

  If your key priority is to find an efficient way of generating probate forms for FL, MA, CT or NY for estate settlement and you are not concerned about checklists, detailed financial tracking or estate planning, you may find ProbatePlus a better fit: www.probateplus.com

• Can I use EstateWorks with a Mac? Can I use EstateWorks with a Mac?

  Yes, you access EstateWorks through a browser (such as Safari, Chrome or Internet Explorer) on a Mac or PC. Some functionality such as generation of documents requires either the Mac or Windows version MS Word.

• Can I use EstateWorks offline? Can I use EstateWorks offline?

  There is no software to install or maintain with EstateWorks, however you will need an internet connection to access the service.

• Can I use EstateWorks with Estate Planning as well as Estate Settlement? Can I use EstateWorks with Estate Planning as well as Estate Settlement?

  Yes. EstateWorks has comprehensive systems for both Estate Planning and Settlement cases. Contacts and details from a Planning case can effortlessly be imported into a subsequent Settlement case. You can also create Master Checklists for different types of cases - guardianship, trust administration or entity creation for example.

• Which Tax and Valuation programs do you work with? Which Tax and Valuation programs do you work with?

  You can import security valuation data from EstateVal and Appraise and you can export case information to the following 706 software products: GEMS, Thomson Fast-Tax FPS, Intuit Lacerte, FASTER Systems, CCH ProSystem FX and Lackner 6-in-1.

• Can I import my contacts from Outlook? Can I import my contacts from Outlook?

  Yes, you can upload contacts from Outlook - or from any other system that lets you produce a csv file.

• How long does it take to get up and running? How long does it take to get up and running?

  The rate-limiting step is typically completing the master checklist for Estate Settlement. Many firms like to use this as an opportunity for getting some consensus on how they want to formalize their working practices. Some firms have this done in a week or so, others take longer. The current 'records' are 24 hours and 9 months.

• Can we customize EstateWorks? Can we customize EstateWorks?

  We do make customizations, although most of our users don't require it. EstateWorks is highly configurable, so many of the items that you might think would be customizations are just settings that can be adjusted. When we perform customizations we make sure that you are very clear about what is required and what it will cost before applying our engineering resources.

• Do you offer 2FA and/or Single Sign On? Do you offer 2FA and/or Single Sign On?

  We use Duo Security for two factor authentication, and can work with your IT department to set it up on your account, or we can host it for a fee on our own Duo account. We can also set up Single Sign On, although there is a nominal charge for this. All accounts can also be configured to only allow login from specified IP addresses, and to use your firm's own password requirements.

• What else can you tell me - or our IT folk - about security? What else can you tell me - or our IT folk - about security?

  EstateWorks is a 'hosted application' - everything takes place on our servers, which reside in a specialist secure data center - as opposed to being 'in the cloud', running on some slice of a virtual machine. Our hosting provider has SSAE-16/SOC-2 audit documentation and we maintain our own additional security and disaster recovery policies. We'll be happy to get into details with your specialists when the time comes.