Increasing complexities and
risks in your trusts and estates
activities require a
proven, specialized solution

Product Overview

EstateWorks Settlement and Planning Solutions

Estate professionals in law firms, banks and trust companies have been using EstateWorks to manage their estate cases more effectively since 2005.

Attorneys and Paralegals can stay on top of instrument drafting and execution, as well as key filing and notification deadlines. Being able to find and use the right information quickly, easily and when it is needed significantly reduces malpractice risk and saves everyone lots of time. (According to Ames & Gough's Liability Trends Report Trusts & Estates ranks second in terms of the practice area most likely to generate a malpractice claim.)

Financial institutions use EstateWorks as a team management and communication portal for their trust administration and relationship management activities. Deadline monitoring and audit trail capabilities provide internal process controls that assist with compliance. Coupled with extensive reporting capabilities that enhance the manageability of the business, trust officers are able to handle significantly higher caseloads.

The EstateWorks architecture provides remarkable functionality on-demand, without requiring significant IT investment or resources. Built on a world-class infrastructure and delivered over the Internet, the components of EstateWorks work together seamlessly to enable secure and straightforward management and sharing of information.

EstateWorks is all about saving time and reducing errors.




EstateWorks Enterprise


Secure Browser: access case data from anywhere, anytime

Single-entry system: enter case data just once

Electronic case notes: make communication seamless

Reminder emails: stay on top of key dates

Centralized updates to key State and Federal forms: stay current and in compliance

Reports: generate firm-wide status and tracking information on demand

Smart marketing: target clients based on plan and estate characteristics


Customizable checklists reflect exactly how you want the work done


Recurring tasks: generate automatic reminders and alerts


Triggered notifications: keep key events, dates and notes top-of-mind


Monitor deadlines and workload across all cases, sub-groups and organization


Calendar view: manage at case, team and individual level


Central repository: store case files and documents for all users to access


Manage comprehensive financial data: Assets, Liabilities, Expenses and Disbursements


Import asset valuations from EstateVal and Appraise


Export financial and contact data to 706 preparation software


Complex organizations can structure workflow and reporting by Regions or Offices


Modified data fields and screens capture information specific to your Team's workflow


Customized on-demand reporting supports internal case and management review processes


Enhanced fee tracking enables custom financial reporting and forecasting


Interface EstateWorks with your existing systems


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