Helping Trust & Estate
Professionals Improve
Efficiency Since 2005

EstateWorks has been working with Trust and Estate professionals since 2005.

Headquartered in Florida, our US-based team 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.

ProbatePlus also provides probate forms for Massachusetts, Connecticut and New York. Browse the forms available in all four states.

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.