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EstateWorks
EstateWorks provides specialized software for estate administration and trust management for financial advisors, trust officers, and estate attorneys.
Email: sales@estateworks.com
Phone: +1 415-397-6001
Web: https://www.estateworks.com/
products
EstateWorks Platform
Category: Estate Planning Tools
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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