EstateWorks vs. TrustedHeir Comparison


EstateWorks EstateWorks Systems	TrustedHeir	+	+
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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 Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered.
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 Revenue-generating application for estate planners that automates the process of managing digital assets
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 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 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: 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 Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Company Information TrustedHeir United States trustedheir.webflow.io
Alternatives Probate Plus Law Systems	Alternatives Eternal Pro
AccountAbly	eState Planner
TotalTrust Exhibit One Software	Luminary
Eternal Pro	Bancroft Bancroft Sysyems
Case UI View All	Arken View All
Categories Legal Case Management Supported	Categories Digital Asset Management Supported Estate Planning Supported
	Show More Features Digital Asset Management Features Asset Categorization Supported Asset Library Supported Asset Sharing Supported Brand Control Not Supported Customizable Branding Supported File Conversion Not Supported Metadata Management Not Supported Mobile App Not Supported Reporting/Analytics Supported Search Within Document Not Supported Search/Filter Supported Version Control Not Supported Watermarking Not Supported Workflow Management 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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