EstateWorks - 2026 Pricing, Features, Reviews & Alternatives

EstateWorks is an operational platform built for Trust & Estate organizations, including law firms, banks, trust companies and other fiduciary organizations.

EstateWorks helps teams manage estate planning, estate settlement and trust administration while giving managers visibility across the operation.

EstateWorks brings matter information, contacts, financial details, tasks, documents and reporting into one system. Organizations can configure Master Checklist Templates to reflect their own processes, responsibilities and jurisdictions. Tasks can be assigned by role, deadlines calculated from matter dates, and workflows adjusted when an individual matter requires a different approach.

Team members can see their assigned work and upcoming deadlines. At the matter level, they can review progress, key information and outstanding tasks without assembling updates from separate files or email threads. Managers can use calendars, case status information and reports to understand work across matters and teams.

EstateWorks also supports document generation, state-specific probate forms, financial information used in estate administration and interfaces with selected valuation and estate tax software. Its configuration options allow organizations to standardize how work is performed while retaining the flexibility to handle exceptions and refine their processes over time.

The result is a more consistent, visible and reliable way to run Trust & Estate operations.