EstateWorks Overview
Description
EstateWorks is a case management and workflow platform purpose-built for Trust & Estate organizations, including law firms, banks and trust companies. EstateWorks supports estate settlement, estate planning and trust administration by bringing matter information, configurable processes and checklists, tasks, deadlines, contacts, financial data, documents, forms and reporting into one system. Organizations use EstateWorks to standardize how work is performed while accommodating the requirements of individual matters. Tasks can be assigned by role, due dates calculated automatically, documents generated from matter data and progress viewed across matters, teams and offices. Because operational information is captured through the work itself, EstateWorks provides real-time matter transparency and management visibility without requiring separate status gathering—helping Trust & Estate operations become more consistent, visible and reliable.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Expert Systems and Decision Automation
Templates
Interviews
Conditional Logic Support
Branching
Matter Management
Contract Management
Transaction Management
timelines
Matter budgeting
Audit Trail Logging
Task Management
Litigation Management
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Learning Resources
Videos
See EstateWorks in Action
Screenshots
User Home Page: See active matters, upcoming work and priorities in one place.
Configurable Checklists: Coordinate workflows, responsibilities and matter-specific deadlines based on standard checklist templates.
Matter Summary: Review key matter information, tasks due and the case team in one view.
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