EstateWorks

EstateWorks

EstateWorks Systems
Elayne EstateWorks

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Elayne:

About

Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.
EstateWorks:

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.
Elayne:

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
EstateWorks:

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
Elayne:

Audience

Elayne is designed for individuals, families, and caregivers who want a secure, guided solution for estate planning, legacy organization, and post-loss settlement
EstateWorks:

Audience

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

Support

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

Support

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

API

Offers API Not Supported
EstateWorks:

API

Offers API Not Supported
Elayne:

Screenshots and Videos

No images available
EstateWorks:

Screenshots and Videos

Elayne:

Pricing

$24/month
Free Version Supported
Free Trial Not Supported
EstateWorks:

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
Elayne:

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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EstateWorks:

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
Elayne:

Training

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

Training

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

Company Information

Elayne
Founded: 2024
United States
www.elayne.com
EstateWorks:

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com
Elayne:

Alternatives

EstateWorks:

Alternatives

Probate Plus

Probate Plus

Law Systems
Elayne:
EstateWorks:
Elayne:
EstateWorks:
TotalTrust

TotalTrust

Exhibit One Software
Elayne:
EstateWorks:
Prolegis

Prolegis

Prolegis Solutions
Elayne:
EstateWorks:
Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
Elayne:

Categories

Estate Planning Supported
EstateWorks:

Categories

Elayne:

Integrations

CCH ProSystem fx Not Supported
DecisionVault Not Supported
Lacerte Not Supported
Thomson Reuters ONESOURCE Not Supported
EstateWorks:

Integrations

CCH ProSystem fx Supported
DecisionVault Supported
Lacerte Supported
Thomson Reuters ONESOURCE Supported
Elayne:
Claim Elayne and update features and information
Claim Elayne and update features and information
EstateWorks:
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information