EstateWorks

EstateWorks

EstateWorks Systems
FASTER

FASTER

FASTER Systems
+
+

Related Products

  • 8am
    1,242 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Orca Security
    635 Ratings
    Visit Website
  • Filevine
    590 Ratings
    Visit Website
  • Buildium
    2,562 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • BoldTrail
    2,126 Ratings
    Visit Website
  • OfficeSpace Software
    189 Ratings
    Visit Website
  • Everstage
    3,823 Ratings
    Visit Website
  • Filejet
    54 Ratings
    Visit Website

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.

About

FASTER Systems provides Court Accounting, Estate Tax and Gift Tax Software and Preparation Services to help today’s trust and estate professionals meet their compliance requirements. FASTER ASP Software is our cloud-hosted, fully integrated software for court accounting, estate tax and gift tax return preparation. Designed and developed by industry professionals for industry professionals. FASTER Accounting Services provides court accounting preparation services and estate tax preparation services to law firms, accounting firms, trust companies and banks on a fee for service basis. FASTER Accounting Services provides the personnel and expertise to minimize the time and resources spent complying with local court rules. Using our state-of-the-art accounting system, FASTER, accountings are prepared in a timely manner with little effort on your part. You provide copies of the transaction history and other requested documents and FASTER Accounting Services takes care of the rest.

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

Platforms Supported

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

Audience

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

Audience

Professionals and companies interested in a court accounting, estate tax and gift tax software

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

No information available.
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

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

Review this Software

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com

Company Information

FASTER Systems
www.fastersystems.com

Alternatives

Probate Plus

Probate Plus

Law Systems

Alternatives

FuelForce

FuelForce

Multiforce Systems
TotalTrust

TotalTrust

Exhibit One Software
Troika Accounting

Troika Accounting

thewealthworks

Categories

Categories

Trust Accounting Supported

Trust Accounting Features

Accrual Accounting Supported
Activity Tracking Not Supported
Asset Gain & Loss Reporting Supported
Check Writing Not Supported
Compliance Management Not Supported
Cross Ledger Posting Not Supported
Customer Statements Not Supported
Fee Calculation & Posting Not Supported
Receipt Management Not Supported
Tax Management Supported

Integrations

CCH ProSystem fx Supported
DecisionVault Supported
Lacerte Supported
Thomson Reuters ONESOURCE Supported

Integrations

CCH ProSystem fx Not Supported
DecisionVault Not Supported
Lacerte Not Supported
Thomson Reuters ONESOURCE Not Supported
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information
Claim FASTER and update features and information
Claim FASTER and update features and information