EstateWorksEstateWorks Systems
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Related Products
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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.
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Eternal Pro:
About
Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error.
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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
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Eternal Pro:
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
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EstateWorks:
Audience
Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.
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Eternal Pro:
Audience
Estate-planning attorneys and law firms searching for a tool to intake clients, manage traditional and digital assets, and streamline workflows across their practice
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EstateWorks:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Eternal Pro:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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EstateWorks:
API
Offers API
Not Supported
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Eternal Pro:
API
Offers API
Supported
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EstateWorks:
Screenshots and Videos |
Eternal Pro:
Screenshots and Videos |
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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
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Eternal Pro:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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EstateWorks:
Reviews/
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Eternal Pro:
Reviews/
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EstateWorks:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Eternal Pro:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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EstateWorks:
Company InformationEstateWorks Systems
Founded: 2012
United States
EstateWorks.com
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Eternal Pro:
Company InformationEternal Pro
Founded: 2023
United States
eternal.me/
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EstateWorks:
Alternatives |
Eternal Pro:
Alternatives |
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EstateWorks:
Categories |
Eternal Pro:
Categories |
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EstateWorks:
Integrations
1Password
Not Supported
CCH ProSystem fx
Supported
Clio
Not Supported
DecisionVault
Supported
Google Chrome
Not Supported
Lacerte
Supported
Lawmatics
Not Supported
MyCaseRecords
Not Supported
Safari
Not Supported
Thomson Reuters ONESOURCE
Supported
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Eternal Pro:
Integrations
1Password
Supported
CCH ProSystem fx
Not Supported
Clio
Supported
DecisionVault
Not Supported
Google Chrome
Supported
Lacerte
Not Supported
Lawmatics
Supported
MyCaseRecords
Supported
Safari
Supported
Thomson Reuters ONESOURCE
Not Supported
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EstateWorks:
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Eternal Pro:
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