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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

EstateWorks offers comprehensive case management and operational workflow software tailored for Trust & Estate law firms, banks, trust companies, and various fiduciary organizations. This platform enhances the estate settlement, administration, and planning processes by consolidating matter information, contact details, roles, workflows, tasks, deadlines, and financial documentation into a unified system. Users have the flexibility to create reusable checklist templates, delegate responsibilities by role, establish task dependencies, and customize tasks for specific cases. Additionally, the software features dashboards, calendars, alerts, and reporting tools that enable teams to monitor progress, manage deadlines, and assess workloads throughout the organization. EstateWorks also facilitates the generation of documents and forms, provides curated state probate forms, and enables data sharing with valuation and tax-preparation software. Designed to work in harmony with existing practice-management, billing, and fiduciary-accounting systems, it enhances overall operational efficiency in managing trust and estate matters. By streamlining these processes, EstateWorks helps users focus more on delivering value to their clients.

Description

Our innovative technology, coupled with extensive experience in ERISA plans, culminates in a 401(k) solution that alleviates both workload and liability for you. This is certainly a significant advantage. We streamline various manual processes such as managing contributions, handling 401(k) loans, tracking eligibility, assessing hardships, and sending notifications, allowing your team to concentrate on core business functions. Dealing with payroll issues can be quite challenging. To mitigate this, we meticulously analyze payroll for every employee using 44 distinct diagnostic checks to identify and rectify potential problems before they escalate. You can monitor the overall wellness of your plan, including its readiness for audits, through a detailed dashboard that encompasses all essential plan documents. To ensure you remain free from compliance risks, we offer comprehensive administrative and investment fiduciary protections, identified as 3(16) and 3(38) fiduciary services. Our dedicated plan administrator is responsible for reviewing, signing, and submitting your Form 5500. Additionally, we maintain a robust $5 million professional liability insurance policy to safeguard our ERISA fiduciary services and give you added peace of mind. With our comprehensive support, you can focus on growing your business while we handle the complexities of your retirement plan.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx Yes 
DecisionVault Yes 
Lacerte Yes 
Thomson Reuters ONESOURCE Yes 

Integrations

CCH ProSystem fx No 
DecisionVault No 
Lacerte No 
Thomson Reuters ONESOURCE No 

Pricing Details

$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EstateWorks Systems

Founded

2012

Country

United States

Website

EstateWorks.com

Vendor Details

Company Name

ForUsAll

Founded

2013

Country

United States

Website

www.forusall.com/solution-employer/

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

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