Trust & Estate Software Implementation

A Proven Implementation Methodology

Every Trust & Estate organization has its own processes, responsibilities and ways of working. Rather than forcing your team to adapt to generic software, we configure EstateWorks to reflect the way you want to operate.

A. Reflect Your Operating Model

Working with your team, we configure master checklists, user roles, security settings, workflows and business rules so EstateWorks reflects the way your organization works—not the way generic software expects you to work.

B. Build User Confidence Through Practical Training

Training is focused on helping your team become confident using EstateWorks in day-to-day work. Users learn by managing real matters, generating documents, working with checklists and understanding reporting.

C. Continuously Improve

As your organization evolves, EstateWorks evolves with you. We continue to support new users, refine workflows, expand document automation, implement reporting improvements and help you gain increasing value from the platform over time.

We just want to say thank you again for the training session. We are very excited to begin working with your incredible software. Hopefully we will be able to ask you higher level questions soon.

Alice M

Paralegal, Major Law Firm
Thanks again for the training yesterday. Today I entered a new planning client and am so excited. All my notes are typed in, their financials are entered.

Bob G

Owner, Estate Planning Practice
Thank you for being so incredibly gracious and responsive to my quirkiness. When you have a few minutes, I would love to talk through the thought in how this could be leveraged across more matters.

Cynthia G

Partner, Large Estate Practice

Implementation FAQs

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

The implementation timetable is usually determined by how quickly your organization completes its master checklist configuration. Many firms use this as an opportunity to standardize their working practices. Some complete it within a few days, while others take considerably longer depending on how much process design they choose to undertake.
How configurable is EstateWorks? Can we customize it? How configurable is EstateWorks? Can we customize it?

EstateWorks is designed to reflect the way your organization works. Rather than trying to force you to adopt predefined workflows, the platform can be configured to reflect your operating model, including workflows, responsibilities, document templates, matter types, financial categories, user roles, reporting and many other aspects of the system.

Because this flexibility is built into the platform, most organizations achieve what they need through configuration rather than custom software development. This reduces implementation time, simplifies future upgrades and allows your system to evolve as your organization changes.

Where genuinely unique requirements exist, EstateWorks can also be customized. If custom development is appropriate, we'll agree the scope, approach and cost with you before any engineering work begins.

Our objective is not to change the way your organization works, but to help you execute it more consistently and manage it more effectively.
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 delivered as a managed hosted service from professionally managed US data centers. Access to our servers is restricted to our employees - all of whom are US citizens and based in the US. We provide SOC 2 audit reports and maintain our own annual SOC 2 Type II audit programme.

Customer data is never used to train AI models and customer data is never co-mingled.

We'll be happy to get into details with your specialists when the time comes.

Trust & Estate Operations Insights

Learn more about implementation, operational improvement and Trust & Estate workflow from our growing resource library.

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