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

Run a growing law firm without losing control. Hivelight is a next-generation legal matter management and operations platform designed to give your firm one clear, centralized view across every task, matter, and team member. Built for modern legal practices, Hivelight eliminates the need for manual spreadsheet tracking and endless status updates. Whether you are a Partner monitoring firm-wide capacity or a Legal Operations Manager streamlining processes, Hivelight provides the live data you need. Our flexible workflow templates automatically load defined task sets, dependencies, and deadlines directly onto matters. Through seamless integration, these tasks land directly in your lawyers' existing Outlook environment. Hivelight goes beyond basic task management by acting as an embedded training system. Because tasks contain step-by-step instructions on how to do the work, new-hire ramp time drops from 3-6 months down to just 4-8 weeks.

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

Small to mid-sized law firms, Practice Managers, COO

Support

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

Support

Phone Support Not 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

$199
A simple, consumption-based model that scales exactly as your law firm grows. No per-seat penalties.
Free Version Supported
Free Trial 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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com

Company Information

Hivelight
Founded: 2021
Australia
hivelight.com

Alternatives

Probate Plus

Probate Plus

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MatterSuite

CaseFox
TotalTrust

TotalTrust

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Legal Workspace

Legal Workspace

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Xakia

Xakia

Xakia Technologies

Categories

Categories

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Supported
Discovery Management Not Supported
Docket Management Supported
Document Management Not Supported
Expense Tracking Not Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Not Supported

Integrations

Actionstep Not Supported
CCH ProSystem fx Supported
Clio Not Supported
Lacerte Supported
Microsoft Outlook Not Supported
Microsoft Power Automate Not Supported
Smokeball Not Supported
Thomson Reuters ONESOURCE Supported
Zapier Not Supported

Integrations

Actionstep Supported
CCH ProSystem fx Not Supported
Clio Supported
Lacerte Not Supported
Microsoft Outlook Supported
Microsoft Power Automate Supported
Smokeball Supported
Thomson Reuters ONESOURCE Not Supported
Zapier Supported
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information
Claim Hivelight and update features and information
Claim Hivelight and update features and information