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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The unique challenges of estate settlement and adminsitration.
See the key features that can fuel your efficiency.
Get an idea of the cost for your organization.
Creating effective estate planning and settlement checklists.
Checklists can have varying layers of complexity.
As your needs evolve, so should your support systems.
Applying technology effectively within T&E organizations.
Having a system that your people can run addresses several problems.
Things to address internally before taking the next step.
Ease the strain on your NFP's staff and workflow.