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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

For real estate professionals such as brokers, agents, teams, and property managers, there are unique needs essential for operating effectively: a striking online presence, a user-friendly CRM, accessible marketing tools, and a robust listing management system complete with IDX and marketplace syndication—all conveniently integrated in one platform. Introducing Yardpost, which offers a clear subscription model without any design, development, or maintenance fees, providing everything you need to scale your business seamlessly. You can select from a variety of real estate-focused designs that enable swift setup, all hosted on your domain and reflecting your brand identity. With the ability to update information in real-time, you can also create landing pages, page modules, and custom forms tailored specifically for real estate on demand. Elevate your status as a real estate professional, team, office, or property, setting yourself apart from the competition with an attractive and always-current website that adapts and evolves alongside your business needs. This comprehensive solution ensures you remain at the forefront of the industry while effortlessly managing your online presence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx Yes 
Lacerte Yes 
Thomson Reuters ONESOURCE Yes 

Integrations

CCH ProSystem fx 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

$10 per month
Free Trial Yes 
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 Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

EstateWorks Systems

Founded

2012

Country

United States

Website

EstateWorks.com

Vendor Details

Company Name

Yardpost

Founded

1991

Country

United States

Website

yardpost.com

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

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Real Estate Marketing

Advertising Management No 
CMA No 
CRM No 
Contact Management No 
Email Marketing No 
Lead Generation No 
Listing Management / IDX No 
Presentation No 
Reporting / Analytics No 
SEO No 
SMS Marketing No 
Social Media Marketing No 
Virtual Tour No 
Website Builder No 

Website Builder

Auto Update No 
Content Import / Export No 
Drag & Drop No 
Invoices No 
Landing Pages / Web Forms No 
Newsletter Management No 
Online Booking No 
Online Store Builder No 
Pre-built Templates No 
Real Time Editing No 
SEO No 
Survey Builder No 
White Label No 

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