EstateWorks vs. Probate Plus Comparison


EstateWorks EstateWorks Systems	Probate Plus Law Systems
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EstateWorks	Probate Plus
		Related Products 8am 8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. 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NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website for NaviPlan Filevine Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes. 4.5 out of 5 stars 608 Ratings Visit Website for Filevine Buildium Buildium is all-in-one property management software trusted by thousands of property managers to take control of their business and drive more revenue per door. It’s the #1 most recommended for a reason. From accounting and communications to leasing, top-rated mobile apps and more—there’s everything you need to thrive. You’ll be able to find new revenue streams from resident services, count on award-winning support, and tap into an ecosystem of proven integrations with Buildium Marketplace. No matter the portfolio, Buildium is purpose-built for your job. With packages starting at just $62 a month, and zero hidden fees, it’s no wonder Buildium is ranked by Forbes to be the “Best Real Estate Accounting Software for Property Managers.” 4.5 out of 5 stars 2,563 Ratings Visit Website for Buildium LegalEdge LegalEdge is a comprehensive case management software platform designed specifically for government legal organizations. It offers dedicated solutions for prosecutors, public defenders, and agency or municipal attorneys. The platform supports the full lifecycle of legal cases, helping teams manage case data, documents, people, and workflows efficiently. LegalEdge is built as a fully server-side application, allowing secure access from any device without client-side installations. Mobile access enables attorneys and investigators to work seamlessly from courtrooms, offices, or remote locations. Integrated data capabilities reduce duplicate data entry across criminal justice systems. LegalEdge focuses on delivering robust functionality while helping agencies control costs. 4.6 out of 5 stars 17 Ratings Visit Website for LegalEdge BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. 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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.	Probate Plus: About Probate Plus is a powerful and flexible probate software accounts and management system designed by fee earners, for fee earners, since 1992. It has been specifically developed to support probate practitioners during the day to day administration of estates to ensure every probate case is managed accurately and profitably. Probate Plus provides a constant up to date auto-balancing overview of the estate with the production of accounts and cash balancing throughout the administration. This comprehensive tool is designed to manage, file, allocate and report on all data added by the user. Probate Plus proves time and again to save hours in unbillable effort sorting out the tangled web of many probate matters. Balances are always up to date and reconciliation with your firm’s accounts system is quick and easy. Use of the software is charged on a per-probate basis. No large upfront costs or ongoing annual fees.
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	Probate Plus: 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
EstateWorks: Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.	Probate Plus: Audience Professionals seeking a solution to probate software accounts and management systems
EstateWorks: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Probate Plus: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
EstateWorks: API Offers API Not Supported	Probate Plus: API Offers API Not Supported
EstateWorks: Screenshots and Videos View more images or videos	Probate Plus: Screenshots and Videos View more images or 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	Probate Plus: Pricing No information available. Free Version Not Supported Free Trial Supported
EstateWorks: 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	Probate Plus: 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	Probate Plus: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported
EstateWorks: Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Probate Plus: Company Information Law Systems Founded: 1992 United Kingdom lawsystems.co.uk/pp_wp/products/
EstateWorks: Alternatives Probate Plus Law Systems	Probate Plus: Alternatives Probate Finder OnDemand
EstateWorks: AccountAbly	Probate Plus: Probation Tracking System General Computer Services
EstateWorks: TotalTrust Exhibit One Software	Probate Plus: Tyler Supervision Tyler Technologies
EstateWorks: Prolegis Prolegis Solutions	Probate Plus: iCourt
EstateWorks: Prolegis Estate Plan Prolegis Solutions View All	Probate Plus: EstateWorks EstateWorks Systems View All
EstateWorks: Categories Legal Case Management Supported	Probate Plus: Categories Legal Case Management Supported
	Probate Plus: Legal Case Management Features Billing Management Not Supported Calendar Management Not Supported Case Notes Supported Client Management Not Supported Communication Tracking Not Supported Conflict Management Not Supported Corporations Supported Court Management Not Supported Discovery Management Not Supported Docket Management Not Supported Document Management Supported Expense Tracking Supported Government Not Supported Law Firms Supported Records Management Supported Task Management Supported Time Tracking Not Supported Trust Accounting Supported
EstateWorks: Integrations CCH ProSystem fx Supported DecisionVault Supported Lacerte Supported Thomson Reuters ONESOURCE Supported View All 4 Integrations	Probate Plus: Integrations CCH ProSystem fx Not Supported DecisionVault Not Supported Lacerte Not Supported Thomson Reuters ONESOURCE Not Supported
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