EstateWorks

EstateWorks

EstateWorks Systems
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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

Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.

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 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

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

Audience

401(k) advisor for small businesses

Support

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

Support

Phone Support Not Supported
24/7 Live Support Not 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:

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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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com

Company Information

ForUsAll
Founded: 2013
United States
www.forusall.com/solution-employer/

Alternatives

Probate Plus

Probate Plus

Law Systems

Alternatives

TotalTrust

TotalTrust

Exhibit One Software
AB401k

AB401k

Americas Best 401k

Categories

Categories

401(k) Supported

Integrations

CCH ProSystem fx Supported
Lacerte Supported
Thomson Reuters ONESOURCE Supported

Integrations

CCH ProSystem fx 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 ForUsAll and update features and information
Claim ForUsAll and update features and information