EstateWorks

EstateWorks

EstateWorks Systems
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About

Alix is an online estate settlement service that helps individuals and families navigate the complex process after the loss of a loved one. It combines expert guidance, administrative support, and intuitive tools to simplify probate, paperwork, asset transfers, debt resolution, and all other tasks involved in settling an estate—reducing stress and saving time while keeping families informed every step of the way.

About

EstateWorks is case management, workflow and operational management software for Trust & Estate law firms, banks, trust companies and other fiduciary organizations. It supports estate settlement, estate administration and estate planning by bringing matter information, contacts, responsibilities, processes, tasks, dates and financial records into a shared system. Users can configure reusable checklist templates, assign work by role, set task dependencies and due dates, and adapt tasks for individual matters. Dashboards, calendars, alerts and reports help teams track matter progress, deadlines and workload across an organization. EstateWorks also supports document and form generation, curated state probate forms, and data exchange with valuation and tax-preparation products. It is designed to complement, rather than replace, broader practice-management, billing and fiduciary-accounting systems.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Families without a will or legal guidance High-net-worth individuals planning ahead

Audience

Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Alix
Founded: 2022
United States
www.meetalix.com

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com

Alternatives

Alternatives

Probate Plus

Probate Plus

Law Systems
TotalTrust

TotalTrust

Exhibit One Software

Categories

AI Real Estate Supported

Categories

Integrations

CCH ProSystem fx Not Supported
Lacerte Not Supported
Thomson Reuters ONESOURCE Not Supported

Integrations

CCH ProSystem fx Supported
Lacerte Supported
Thomson Reuters ONESOURCE Supported
Claim Alix and update features and information
Claim Alix and update features and information
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Claim EstateWorks and update features and information