Trust and Estates Workflow Resources

Since 2005 hundreds of law firms and financial institutions have improved the efficiency of their Trust and Estate teams by using EstateWorks. Based on these experiences, we address some common themes.

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  What Makes Trust & Estates Workflow Different?

  The unique challenges of estate settlement and adminsitration.

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  3 Min. Read

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  Video Tour of EstateWorks

  See the key features that can fuel your efficiency.

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  7 Min. Watch

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  What is the Price of EstateWorks?

  Get an idea of the cost for your organization.

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  3 Min. Read

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  4 Basic Building Blocks for Effective Trust & Estate Checklists

  Creating effective estate planning and settlement checklists.

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  3 Min. Read

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  When People Are the System, the System is in Trouble

  Having a system that your people can run addresses several problems.

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  3 Min. Read

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  3 Essential Elements for Supporting T&E Growth

  As your needs evolve, so should your support systems.

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  3 Min. Read

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  3 Key Factors for Successful Implementation

  Applying technology effectively within T&E organizations.

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  3 Min. Read

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  4 Signs You're Not Ready for EstateWorks — Yet

  Things to address internally before taking the next step.

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  3 Min. Read