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

With LegalTrek you can easily manage the processes in your office from the time entries through the matters, and invoicing. Put an end to the numerous applications. With our product, you can easily track all the work done by your colleagues for each matter and their workload for the week or month. Over time, our system managed to impose as a leading legal software on three continents and over 15 countries. LegalTrek is the solution for small boutique law firms as well as firms with over 100 people. LegalTrek - Certified Microsoft Partner You can find our application in Microsoft's AppSource In Oct. 2019 LegalTrek became an Official Microsoft Partner. The end-to-end solution to all IT needs of the modern law firm is now available via the AppSource portal at preferential prices.

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

Audience

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

Audience

Firms seeking a software solution designed to optimize their law firm

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

$245 per month
Free Version Not 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

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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

LegalTrek
Founded: 2013
Germany
legaltrek.com

Alternatives

Probate Plus

Probate Plus

Law Systems

Alternatives

TotalTrust

TotalTrust

Exhibit One Software

Categories

Categories

Legal Case Management Features

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

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Not Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Supported
Calendar Management Supported
Case Management Supported
Client Portal Supported
Document Management Supported
Expense Tracking Supported
Time Tracking Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Not Supported
Billing & Invoicing Not Supported
Employee Database Not Supported
Expense Tracking Not Supported
Mobile Time Tracking Not Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Not Supported
Overtime Calculation Not Supported
Time per Project Reporting Not Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Integrations

CCH ProSystem fx Supported
Lacerte Supported
Legistify Not Supported
Thomson Reuters ONESOURCE Supported

Integrations

CCH ProSystem fx Not Supported
Lacerte Not Supported
Legistify Supported
Thomson Reuters ONESOURCE Not Supported
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information
Claim LegalTrek and update features and information
Claim LegalTrek and update features and information