Audience

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

About EstateWorks

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.

Pricing

Starting Price:
$1,200/user/year
Pricing Details:
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.

Integrations

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Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com

Videos and Screen Captures

Four colored puzzle-piece blocks labeled Matter A through Matter D, each with task, due-date, responsibility, and document icons around a central “Management Visibility” eye icon.

Four colored puzzle-piece blocks labeled Matter A through Matter D, each with task, due-date, responsibility, and document icons around a central “Management Visibility” eye icon.

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

EstateWorks Frequently Asked Questions

Q: What kinds of users and organization types does EstateWorks work with?
Q: What languages does EstateWorks support in their product?
Q: What kind of support options does EstateWorks offer?
Q: What other applications or services does EstateWorks integrate with?
Q: What type of training does EstateWorks provide?
Q: How much does EstateWorks cost?

EstateWorks Product Features

Legal Case Management

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