EstateWorks is the only estate planning and settlement software that empowers legal and financial professionals to manage their Trust and Estate business by replacing paper-based methods and fragmented systems.
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EstateWorks | Plan Tracking | Settlement Solutions | passingdata.com Reviews
https://passingdata.com
EstateWorks is the only estate planning and settlement software that empowers legal and financial professionals to manage their Trust and Estate business by replacing paper-based methods and fragmented systems.
passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/about-overview.html
EstateWorks is the industry leader in enterprise-wide management solutions for estate planning and estate administration, providing comprehensive case management, task tracking, team collaboration, management reporting and document, form and letter drafting. Since 2005, EstateWorks has been serving the Trusts and Estates departments of banks and law firms, ranging from solo practitioners to some of the largest and best-known institutions in the business. Lincoln, MA 01773. 145 Lincoln Rd, Suite 101B.
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/partners-overview.html
Customers Succeed with EstateWorks Partners. It is impossible to do everything well. That's why we work with a network of best-of-breed partner companies to enhance what we do and to help you maximize your settlement and planning investments. Become an EstateWorks Partner. If you are a potential partner - or know of a company whose products would enhance your EstateWorks solution - we would like to hear from you. Or call (617) 600-6830. 145 Lincoln Rd, Suite 101B. Lincoln, MA 01773. Video and Case Studies.
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/estateworks-enterprise.html
Video and Case Studies. Your business is complex,. We’ll work with you. EstateWorks can be the key to enhancing communication, collaboration and transparency across significant estate administration organizations. Sometimes especially for our larger customers this requires some adjustments or enhancements to the standard platform to make sure that EstateWorks is fully supporting you in the way that you want your trusts and estates business to be conducted. Interfacing with other pre-existing systems.
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/support-overview.html
Life is complicated and busy. When a problem arises,. You want someone to own. It and fix it. quickly. It's all about Workflow . At its core EstateWorks is a workflow product, and so our support philosophy is focused on getting - and keeping - our clients working as efficiently as possible. Initial Set-up and Training. We will configure your implementation of EstateWorks so that you don't have to change your processes - we will help you formalize them to maximize your efficiency. As you get used to the c...
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/request-free-trial.html
Video and Case Studies. ProbatePlus is available as a subscription service and comes with a free 14-day trial. After your trial period expires, you may purchase a subscription and continue uninterrupted use of ProbatePlus. A single advance payment is required for a full-year subscription. To order by phone or to speak with a sales representative, please call 617-600-6834. Your own, private, secure ProbatePlus database. Licenses and login credentials for up to 5 users. Free automatic updates to legal forms.
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EstateWorks | Plan Tracking | Settlement Solutions
Enables you to manage. Your practice in Florida or Massachusetts handles many matters and Estate Settlement is just a part of what you do. You want to enter case information once and then have it available to you anywhere, anytime. Immediate access to pre-filled state probate forms will save time, reduce errors and boost productivity. 145 Lincoln Rd, Suite 101B. Lincoln, MA 01773. Video and Case Studies.
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