EstateWorks

EstateWorks

EstateWorks Systems
EstateWorks Eternal Pro

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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.
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.
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
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
EstateWorks:

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Eternal Pro:

Support

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

API

Offers API Not Supported
Eternal Pro:

API

Offers API Supported
EstateWorks:

Screenshots and Videos

Eternal Pro:

Screenshots and Videos

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
Eternal Pro:

Pricing

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

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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Review this Software
Eternal Pro:

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
EstateWorks:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Eternal Pro:

Training

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

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com
Eternal Pro:

Company Information

Eternal Pro
Founded: 2023
United States
eternal.me/
EstateWorks:

Alternatives

Probate Plus

Probate Plus

Law Systems
Eternal Pro:

Alternatives

EstateWorks:
Eternal Pro:
Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
EstateWorks:
TotalTrust

TotalTrust

Exhibit One Software
Eternal Pro:
EstateWorks:
Prolegis

Prolegis

Prolegis Solutions
Eternal Pro:
EstateWorks:
Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
Eternal Pro:
EstateWorks:

Categories

Eternal Pro:

Categories

Estate Planning Supported
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
Zapier Not Supported
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
Zapier Supported
EstateWorks:
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Claim EstateWorks and update features and information
Eternal Pro:
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Claim Eternal Pro and update features and information