Helping Trust & Estate
Professionals Improve
Efficiency Since 2005

Apply a focused version of our flagship product
to your estate settlement practice, to generate
probate forms quickly, efficiently and accurately.

About Us

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.

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.

Firms We Work With

We Help You Address These Challenges

Save Time, Reduce Errors

Generate Florida probate forms quickly and easily in MS Word.
Avoid Repeated Data Entry

Enter key case data once to generate documents and track case progress.
Merge Your Own Documents

Adapt our templates to have your documents generate with case data.

Learn More About Our Product

Thanks for the forms, they look great and it's nice to have everything in one place. We appreciate what you’re doing. You’re the best.

Betty S

FL Paralegal
Thank you so much for all your help! I really appreciate it! Have a great day!

Michelle T

FL Paralegal
We originally bought ProbatePlus for the forms, but the impact has been much more profound.

Jeff A

FL Attorney