---
description: Review of EstateWorks Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: EstateWorks | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Legal Case Management Software](/directory/4516/legal/software) > [EstateWorks](/software/695266/EstateWorks)

# EstateWorks

Canonical: https://www.softwareadvice.co.nz/software/695266/EstateWorks

> EstateWorks is a case management and workflow platform purpose-built for Trust \& Estate organizations, including law firms, banks and trust companies. It supports estate settlement, estate planning and trust administration by bringing matter information, configurable processes and checklists, tasks, deadlines, contacts, financial data, documents, forms and reporting into one system.

Organizations use EstateWorks to standardize how work is performed while accommodating the requirements of individual matters. Tasks can be assigned by role, due dates calculated automatically, documents generated from matter data and progress viewed across matters, teams and offices.

Because operational information is captured through the work itself, EstateWorks provides real-time matter transparency and management visibility without requiring separate status reporting—helping Trust \& Estate operations become more consistent, visible and reliable.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: EstateWorks
- **Location**: Longboat Key, US
- **Founded**: 2005

## Commercial Context

- **Pricing Details**: EstateWorks pricing includes a one-time setup, configuration and training fee, plus annual user fees. Setup starts at $3,000 for 1–5 users. Standard users are $1,200–$1,600 per year, depending on the number of users. State probate forms, data uploads, additional state settlement checklists and custom work are available for an additional charge.
- **Target Audience**: 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Automatic Backup
- Calendar Integration
- Calendar Management
- Case Management
- Case Notes
- Cloud
- Compliance Management
- Contact Database
- Customisable Forms
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Visualisation

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Legal Case Management Software](https://www.softwareadvice.co.nz/directory/4516/legal/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/695266/EstateWorks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/695266-EstateWorks/> |
| en-AU | <https://www.softwareadvice.com.au/software/695266/EstateWorks> |
| en-GB | <https://www.softwareadvice.co.uk/software/695266/EstateWorks> |
| en-IE | <https://www.softwareadvice.ie/software/695266/EstateWorks> |
| en-NZ | <https://www.softwareadvice.co.nz/software/695266/EstateWorks> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"EstateWorks","description":"EstateWorks is a case management and workflow platform purpose-built for Trust &amp; Estate organizations, including law firms, banks and trust companies. It supports estate settlement, estate planning and trust administration by bringing matter information, configurable processes and checklists, tasks, deadlines, contacts, financial data, documents, forms and reporting into one system.\n\nOrganizations use EstateWorks to standardize how work is performed while accommodating the requirements of individual matters. Tasks can be assigned by role, due dates calculated automatically, documents generated from matter data and progress viewed across matters, teams and offices.\n\nBecause operational information is captured through the work itself, EstateWorks provides real-time matter transparency and management visibility without requiring separate status reporting—helping Trust &amp; Estate operations become more consistent, visible and reliable.","image":"https://s3.amazonaws.com/images.g2crowd.com/expirable-direct-uploads%2Fde5d62fe-ef86-4bd0-b9a3-8f2e78a8f01e%2FHome.png","url":"https://www.softwareadvice.co.nz/software/695266/EstateWorks","@id":"https://www.softwareadvice.co.nz/software/695266/EstateWorks#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.nz/software/695266/EstateWorks#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Legal Case Management Software","position":2,"item":"/directory/4516/legal/software","@type":"ListItem"},{"name":"EstateWorks","position":3,"item":"/software/695266/EstateWorks","@type":"ListItem"}]}]}
</script>