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EstateWorks Platform from EstateWorks

A cloud-based estate and trust administration platform that helps financial advisors track and manage the estate settlement process. Includes task management, document storage, asset inventory, and fiduciary accounting tools.

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Product analysis by function

Estate Planning Tools for Financial Planning

Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
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Core Estate Planning Modeling
(1 Yes /2 Known /11 Possible features)

Trust & Entity Planning
(0 Yes /0 Known /10 Possible features)

Gifting, Philanthropy, and Charitable Planning
(0 Yes /0 Known /10 Possible features)

Intergenerational Wealth Transfer
(0 Yes /0 Known /9 Possible features)

Regulatory Compliance & Risk Management
(1 Yes /1 Known /9 Possible features)

Integration & Data Management
(3 Yes /3 Known /9 Possible features)

User Experience & Usability
(1 Yes /1 Known /9 Possible features)

Client Communication & Reporting
(4 Yes /5 Known /9 Possible features)

Security & Privacy
(3 Yes /3 Known /9 Possible features)

Scalability & Performance
(2 Yes /2 Known /8 Possible features)

Support, Training & Vendor Reliability
(4 Yes /4 Known /9 Possible features)

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Estate Tax Scenario Modeling Ability to model federal and state estate tax liabilities based on client information and changing legislation.		Not as far as we are aware.* EstateWorks focuses on estate settlement administration rather than proactive estate tax scenario modeling.
Multi-Year Projections Capacity to project estate, gift, and generation-skipping tax over multiple years.		No information available
Customizable Assumptions Allows users to set or override assumptions such as growth rates, inflation, mortality, and discount rates.		No information available
Scenario Comparison Compares multiple estate planning strategies side-by-side including impacts on taxes, distribution, and liquidity.		No information available
Beneficiary Modeling Supports flexible structuring and allocation among multiple beneficiaries or classes.		No information available
Probate Analysis Ability to estimate probate costs and duration for various estate plans.		EstateWorks includes tools to track and estimate probate-related costs as part of administration.
Digital Asset Inclusion Allows modeling and inclusion of digital assets (e.g., crypto, online accounts) in estate plans.		No information available
Asset Titling Analysis Analysis of optimal asset titling/ownership structures (JTWROS, Tenants-in-Common, Trust, etc.).		No information available
Integrated Liquidity Analysis Evaluates estate liquidity needs and gaps to pay tax and expense obligations.		No information available
Inheritance Equalization Tools Functions to model and help achieve equalized inheritances among children/beneficiaries.		No information available
Speed of Estate Plan Calculation The typical time required for the system to generate a comprehensive estate plan scenario.		No information available

Trust Type Support Supports modeling and analysis of major trust types: revocable, irrevocable, GRATs, CLATs, SLATs, etc.		No information available
Trust Distribution Analysis Simulates different trust payout/distribution options (unitrust, income-only, discretionary, etc.).		No information available
Entity Planning Support Capability to model family limited partnerships (FLPs), LLCs, S-corps, and related entity planning.		No information available
Trust Remainder Calculations Automatic calculation of remainder interests, including for charitable and split-interest trusts.		No information available
Trust Funding Recommendations Suggests optimal funding amounts/types for various trust structures.		No information available
Crummey Power Modeling Supports annual exclusion gifting via Crummey withdrawal power provisions.		No information available
Dynasty Trust Planning Models advantages and GST impact of long-term dynasty trusts.		No information available
Trust Asset Allocation Analysis Ability to recommend or analyze portfolio allocation within trust accounts.		No information available
Automated Trust Flowcharts Visualizes trust structures, beneficiaries, and flows over time.		No information available
Trust Income Tax Modeling Calculates the trust’s ongoing income and capital gains taxes.		No information available

Annual Exclusion Tracking Monitors client’s available annual gift exclusion for tax-free gifts.		No information available
Lifetime Gift Tracking Tracks use of federal/unified credit for lifetime gifts against estate tax exemption.		No information available
Present Value Gift Calculations Calculates present and future value of gifts, adjusted for growth and discount factors.		No information available
Charitable Remainder Trust Modeling Models CRTs and simulates benefits for income, remainder, and tax effects.		No information available
Charitable Lead Trust Modeling Models CLTs and forecasts benefits to charity and heirs.		No information available
Donor-Advised Fund Integration Allows planning for and tracking of DAF contributions, grants, and tax effects.		No information available
Qualified Charitable Distribution (QCD) Modeling Analyzes QCD strategy from IRAs and their tax benefits.		No information available
Philanthropy Scenario Comparison Compares alternative gifting methods and vehicles by net impact for client, heirs, and charities.		No information available
Charitable Deduction Calculator Estimates tax deduction available from cash or property donations.		No information available
Gift Tax Return Preparation Support Prepares or populates IRS Form 709 and records lifetime reporting history.		No information available

Generation-Skipping Transfer Tax Modeling Forecasts GST exposure and allocation of GST exemption to trusts and direct skips.		No information available
Heir Distribution Schedules Outlines schedules and amounts for transfer to children, grandchildren, or other generations.		No information available
Multi-Generational Scenario Planning Simulates the effect of various strategies across two or more generations.		No information available
529 and Education Trust Analysis Models education-focused wealth transfer using 529s and trusts.		No information available
Dynasty Trust Planning Projects the longevity and benefits of dynasty and perpetual trusts.		No information available
Intra-family Loan Modeling Simulates and tracks intra-family loans and their compliance with IRS requirements.		No information available
Equalization Algorithms Provides automation or recommendations for equalizing inheritance among heirs with different needs.		No information available
Annual Transfer Limit Calculations Calculates maximum yearly gifts to each beneficiary under current law.		No information available
Trust Decanting Scenario Analysis Models potential advantages and implications of trust decanting over generations.		No information available

Real-Time Regulatory Updates Automatically integrates updates to federal and state estate tax law and rates.		No information available
Audit Trails & Versioning Chains user actions and scenario changes for regulatory review or compliance audits.		No information available
Automated Compliance Checks Identifies missing or non-compliant documentation/data before plan finalization.		No information available
Document Storage & Retrieval Stores supporting documents/lawyer notes securely and links to client records.		Document storage and retrieval is one of EstateWorks's core functionalities—centralizing legal docs and related files securely.
E-signature Integration Supports secure e-signing for wills, trusts, and related documents where permitted.		No information available
Fiduciary Duty Monitoring Tracks recommendations for adherence to the advisor’s fiduciary duty.		No information available
Customizable Compliance Workflows Allows tailoring of review and approval flows to firm policy.		No information available
Red Flag/Alert Notification System Notifies advisors of urgent compliance or documentation gaps.		No information available
Integration with Attorney Portals Facilitates secure workflow and data sharing with external attorneys.		No information available

Financial Planning Software Integration Bidirectional integration with popular financial planning platforms (e.g., eMoney, MoneyGuidePro).		No information available
Custodian/Account Aggregation Imports account, asset, and beneficiary data directly from custodians and banks.		No information available
CRM Integration Seamless bi-directional sync with major CRM systems (Salesforce, Redtail, Wealthbox, etc.).		No information available
API Availability Offers public APIs for data extraction, import, and integration into custom workflows.		No information available
Bulk Data Import/Export Enables high-volume CSV/Excel/XBRL data transfer for migration or analysis.		EstateWorks promotes bulk import/export of data such as client records and assets for estate management.
Secure Client Portals Clients can upload, view, and approve documents and proposals via secure portals.		Secure client portals form a core component, allowing document uploads and review by clients and advisors.
Law Firm Integration Facilitates collaboration between advisory firms and law firms writing documents.		No information available
Version Control for Shared Plans Keeps a changelog for shared editing and scenario building between professionals.		EstateWorks tracks document changes and versions across collaborating professionals.
Automated Data Validation Runs checks on imported data for accuracy and consistency.		No information available

Drag-and-Drop Scenario Builders Intuitive, visual builders for estate plans and flowcharts.		No information available
Mobile and Tablet Compatibility Optimized user experience on mobile and tablet devices for on-the-go access.		No information available
White Labeling Enables branding of reports and portals with firm logos and colors.		No information available
Guided Workflows Step-by-step flows help less-specialized users conduct advanced planning.		EstateWorks uses task-driven, step-by-step workflows related to estate and trust settlement.
Integrated Help & Training Resources In-app help, FAQs, and tutorials tailored to common estate planning topics.		No information available
Customizable Dashboards Personalized dashboard views by advisor role or client needs.		No information available
Real-Time Collaboration Multiple advisors/stakeholders can edit and comment simultaneously.		No information available
Accessibility Features Supports screen readers, alternative data entry, and ADA compliance.		No information available
Onboarding Speed Average time required for a new user to be on-boarded and proficient.		No information available

Customizable Reports Produces branded, client-friendly reports summarizing estate plans and outcomes.		EstateWorks provides customizable reporting for estates and tasks, including document and progress summaries.
Interactive Visualizations Dynamic estate flowcharts, distribution visualizations, and tax analysis outputs.		Not as far as we are aware.* While reports are available, there is no specific mention of interactive visualizations or dynamic estate flowcharts.
Secure Document Delivery Sends final documents with multi-factor authentication and tracking.		Secure document delivery is featured, with secure download links and audit trails for delivered files.
Email/Message Integration Built-in capability for secure client communication and notification.		No information available
Versioned Document History Maintains a full record of document versions and delivery/approval logs.		EstateWorks tracks and stores versions of all uploaded and generated documents.
Client Feedback Collection Clients can directly review, comment, or give digital approval of plans.		No information available
Presentation Mode Dedicated tools for presenting estate plans in client meetings.		Dedicated client presentation mode is available to advisors for showcasing documents and task progress.
Translation/Localization Reports and interfaces available in multiple languages.		No information available
Batch Reporting Speed Time required to generate a set of reports for multiple clients.		No information available

Multi-Factor Authentication (MFA) Requires MFA for all advisor, staff, and client logins.		EstateWorks utilizes multi-factor authentication for secure platform access.
Data Encryption In-Transit and At-Rest All estate planning data are encrypted using industry best practices.		Standard security; EstateWorks encrypts sensitive estate data in transit and at rest.
Role-Based Access Control Enforces least-privilege access to sensitive data based on user role.		No information available
Comprehensive Audit Logs Tracks every login, document access, and transaction performed in the system.		EstateWorks tracks account and document access logs for auditing and compliance.
Regular Security Audits Product and infrastructure are tested on a set frequency for vulnerabilities.		No information available
Granular Sharing Permissions Allows sharing of select portions with clients, co-advisors, or attorneys.		No information available
Data Residency/Retention Controls Lets users select region for data storage and implements custom retention policies.		No information available
Privacy Compliance Monitoring Features to track compliance with relevant data privacy regulations (GDPR, CCPA, etc.).		No information available
Encryption Key Management Secure lifecycle management for all encryption/decryption keys.		No information available

Concurrent User Support Maximum recommended number of users working simultaneously without slowdown.		No information available
Load Testing Certification Tested/guaranteed performance under specified high-volume transaction loads.		No information available
Uptime Guarantee Service level commitment to system uptime.		No information available
Multi-Office/Multi-Tenancy Support Supports separate environments for different offices, advisors, or sub-firms.		EstateWorks is a multi-tenant, cloud platform, allowing firm-, office-, or advisor-level separation.
Latency Average system latency under typical advisor use.		No information available
Cloud-Based Scalability System is cloud-native and can autoscale as user base or data grows.		EstateWorks is natively cloud-based, supporting growth in user load and complexity.
Batch Processing Capability Processes large datasets (e.g., client imports, scenario creation) in batches.		No information available
Mobile Sync Speed Synchronization delay between devices and main platform.		No information available

24/7 Customer Support Live, round-the-clock support by email, chat, or phone.		No information available
Onboarding & Implementation Support Dedicated specialists guiding initial setup, training, and best practices ramp-up.		EstateWorks offers onboarding support, including setup and training sessions for new organizations.
Comprehensive User Documentation In-depth guides and written/video tutorials explaining all features.		Extensive user documentation is provided via online help center and PDF manuals.
Continuing Education Resources Regular workshops, webinars, or CE-eligible courses for estate planning.		No information available
Community/User Forum Online forum for peer discussion, tip sharing, and best-practice exchange.		No information available
Vendor Longevity & Financial Stability Track record of financial health and ongoing product development.		EstateWorks has been a stable vendor for over a decade with continued product updates.
Disaster Recovery Guarantee Commitment and systems to restore operations in the event of major outage.		Disaster recovery and business continuity statements are part of EstateWorks's service offering.
Service Level Agreement (SLA) Clearly documented SLAs including support response timelines and remedies.		No information available
User Satisfaction Metrics System for collecting, tracking, and improving user satisfaction (e.g., NPS, CSAT).		No information available

EstateWorks Platform from EstateWorks

Product analysis by function

Estate Planning Tools for Financial Planning

Core Estate Planning Modeling (1 Yes /2 Known /11 Possible features)

Trust & Entity Planning (0 Yes /0 Known /10 Possible features)

Gifting, Philanthropy, and Charitable Planning (0 Yes /0 Known /10 Possible features)

Intergenerational Wealth Transfer (0 Yes /0 Known /9 Possible features)

Regulatory Compliance & Risk Management (1 Yes /1 Known /9 Possible features)

Integration & Data Management (3 Yes /3 Known /9 Possible features)

User Experience & Usability (1 Yes /1 Known /9 Possible features)

Client Communication & Reporting (4 Yes /5 Known /9 Possible features)

Security & Privacy (3 Yes /3 Known /9 Possible features)

Scalability & Performance (2 Yes /2 Known /8 Possible features)

Support, Training & Vendor Reliability (4 Yes /4 Known /9 Possible features)