Wealth & Private Banking › Trust & Estate › Estate Planning

EstateWorks

Estate settlement and planning case-management software for trust and estate professionals.

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Overview

EstateWorks provides estate settlement and planning case-management software for trust and estate professionals, supporting the administration of estate matters alongside document production. It helps practitioners organize cases, tasks and documents through the estate process.

The platform combines case management with document automation, helping estate-planning and settlement professionals track matters and generate the documents required for their clients.

Key Features

+ Estate settlement case management
+ Estate-planning document automation
+ Matter and task tracking
+ Document generation and templates
+ Workflow for estate professionals
+ Case organization through the estate process

Integrations

Open API

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