EstateWorks vs. Probate Plus Comparison


EstateWorks EstateWorks Systems	Probate Plus Law 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 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.
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 seeking a solution to probate software accounts and management systems
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or 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 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 Supported In Person Supported
Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Company Information Law Systems Founded: 1992 United Kingdom lawsystems.co.uk/pp_wp/products/
Alternatives Probate Plus Law Systems	Alternatives Probate Finder OnDemand
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TotalTrust Exhibit One Software	Tyler Supervision Tyler Technologies
Eternal Pro	iCourt
Case UI View All	EstateWorks EstateWorks Systems View All
Categories Legal Case Management Supported	Categories Legal Case Management Supported
	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
Integrations CCH ProSystem fx Supported Lacerte Supported Thomson Reuters ONESOURCE Supported View All 3 Integrations	Integrations CCH ProSystem fx Not Supported Lacerte Not Supported Thomson Reuters ONESOURCE Not Supported
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