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EstateWorks

Last Updated: October 20th, 2022


EstateWorks Overview

Description

With EstateWorks, professionals are able to streamline estate planning and settlement work, eliminating redundant, inefficient and manual processes. Law firms and financial institutions are able to realize a significant return on investment as a result of increased employee efficiency, improved client service, auditable compliance to regulations and best practices, and extensive management reporting and controls. EstateWorks is the only on-demand, economical workflow solution custom-tailored for the Trust and Estate business.

Product Snapshot

Parent Company
EstateWorks Systems
Year Founded
2005
Social Media

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
Show more

Product Snapshot

Parent Company
EstateWorks Systems
Year Founded
2005
Social Media

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