EstateWorks

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EstateWorks is a case management and workflow platform purpose-built for Trust & Estate organizations, including law firms, banks and trust companies. It 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 reporting—helping Trust & Estate operations become more consistent, visible and reliable.

ProbatePlus

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ProbatePlus is probate forms and estate settlement software for Trust & Estate professionals. It helps firms prepare and manage probate forms efficiently using maintained state-specific forms, matter information and automated document preparation. ProbatePlus supports estate settlement work in Florida, Massachusetts, Connecticut and New York and is a product of EstateWorks Systems.