EstateWorks
is the industry leader in estate planning and settlement solutions
for the legal and financial industries. Our on-demand solutions
enable comprehensive data management, team collaboration, task
management, event tracking and alerting, and report, letter,
document & form generation.
EstateWorks offers three products:
PROBATEPLUS ProbatePlus automates probate form
drafting by allowing users to enter case details, contacts,
and case roles one-time into the ProbatePlus database. Probate
forms, letters, documents and reports are automatically drafted
using ProbatePlus case information and any additional information
acquired during online Interviews.
TRUEPLAN TruePlan enables estate planning professionals
to capture & organize plan details and contact information,
manage document creation from draft through execution, receive
ongoing activity reminders and notifications, and search client
plans to ensure currency and completeness.
TRUESETTLEMENT TrueSettlement enables estate administration
professionals to manage the entire estate administration process
including data-capture, task assignment and completion, probate
form
filing, tax filing, and asset distribution to ensure compliance and timeliness of estate settlements.
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