EstateWorks is purpose-built case management and workflow software for Trust & Estate organizations, including law firms, banks, and trust companies. It supports both estate settlement and estate planning operations, helping organizations manage matters, coordinate work, monitor deadlines, and maintain consistent processes across teams and offices.EstateWorks provides a shared system for the information and activity associated with each matter. Client, decedent and matter information, contacts, financial information, documents, dates, tasks and responsibilities are maintained in an accessible matter record rather than distributed across spreadsheets, individual files and separate tracking systems.
- Workflow and Process Management
EstateWorks uses configurable checklist templates to define repeatable processes for different matter types and jurisdictions. Tasks can be assigned by role, calculated from case-specific dates and events, linked through dependencies, and adjusted for the requirements of an individual matter. Automated reminders help teams identify upcoming and overdue work.
- Matter and Management Visibility
Information captured while the work is performed provides real-time visibility into individual matters and across the organization. Teams can see what has been completed, what remains outstanding, who is responsible and when work is due. Organization-level reporting provides management visibility across matters, teams and workloads without requiring separate status-reporting processes.
- Trust & Estate-Specific Capabilities
EstateWorks includes functionality designed specifically for Trust & Estate work, including asset, liability and expense tracking; estate tax information and reporting; document and form generation; matter calendars; contact and role management; and integrations with selected valuation and estate tax preparation systems.
- Designed for Organizational Consistency
EstateWorks is configurable around an organization's own processes rather than requiring every organization to operate in the same way. Reusable templates, role-based responsibilities and shared information help organizations apply their preferred processes consistently while allowing processes to evolve over time and individual matters to accommodate exceptions.
