EstateWorks has been working with Trust and Estate professionals since 2005.
Our team — based in FL and MA — spends its time listening to and addressing the challenges
of practitioners focussed on making their estate settlement and planning organizations more efficient.
What we learn is incorporated into our flagship EstateWorks product, which provides checklists,
calendaring and financial functionality as well as advanced case management and document generation features.
Recognizing that for many practices in Florida the priority is to have an efficient way of producing FLSSI probate forms, we created ProbatePlus as a lightweight version of EstateWorks, with an
emphasis on generating pre-filled probate forms with some basic case management functionality.
In the spirit of keeping things streamlined, our on-line registration process enables you to try ProbatePlus quickly and easily.
Once you decide ProbatePlus is what you are looking for, you let us know and just continue using the system as a subscriber.