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.
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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
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.
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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?
EstateWorks works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does EstateWorks support in their product?
EstateWorks supports these languages: English.
Q: What kind of support options does EstateWorks offer?
EstateWorks offers support via phone support and online.
Q: What other applications or services does EstateWorks integrate with?
EstateWorks integrates with: CCH ProSystem fx, DecisionVault, Lacerte, and Thomson Reuters ONESOURCE.
Q: What type of training does EstateWorks provide?
EstateWorks provides training in the form of documentation, live online, and videos.
Q: How much does EstateWorks cost?
Pricing for EstateWorks starts at $1,200/user/year.
