EstateWorks

What is EstateWorks?

EstateWorks is a web-based estate planning software system that defines workflow and monitors deadlines for optimum efficiency.

EstateWorks' features are:

Checklists - Assign task to team members according to case-based rules for the specific type of case.
Automatic Ticklers - Nudge team members about their impending tasks with weekly emails.
Case Presentation - Straightforward interface presents data relating to clients, decedents, contacts and financial components.
Valuation and Tax Interface - Interface with major valuation and Estate Tax preparation products to avoid repeat data entry.
Document Automation - Generate probate and tax forms and your other key documents pre-filed with case data.
Calendaring and Reporting - Access individual and firm level calendaring and caseload information on-demand.
Case Annotation - Capture team members' thoughts and observations on a case with electronic post-it notes and integrated summary sections.
Customizable Alerts - Set up user-defined notifications as future email reminders.
Enterprise Security - Configurable in accordance with your IT security rules. SSO and 2FA available.