EstateWorks

EstateWorks provides specialized software for estate administration and trust management for financial advisors, trust officers, and estate attorneys.

Is this your company?

Email: sales@estateworks.com

Phone: +1 415-397-6001

Web: https://www.estateworks.com/

products

• EstateWorks Platform
  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.