---
description: Discover the benefits and disadvantages of EstateWorks.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: EstateWorks Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Legal Case Management Software](/directory/20040/legal-case-management/software) > [EstateWorks](/software/1243089/EstateWorks)

# EstateWorks

Canonical: https://www.capterra.co.uk/software/1243089/EstateWorks

> EstateWorks is a case management and workflow platform purpose-built for Trust \& Estate organizations.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses EstateWorks?

Law firms, banks, trust companies and fiduciary organizations managing significant estate planning, estate settlement and trust administration operations.

## About the vendor

- **Company**: EstateWorks
- **Location**: Longboat Key, US
- **Founded**: 2005

## Commercial Context

- **Pricing Details**: EstateWorks pricing includes a one-time setup, configuration and training fee, plus annual user fees. Setup starts at $3,000 for 1–5 users. Standard users are $1,200–$1,600 per year, depending on the number of users. State probate forms, data uploads, additional state settlement checklists and custom work are available for an additional charge.
- **Target Audience**: 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Calendar Management
- Case Notes
- Document Management
- Task Management
- Workflow Management

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Legal Case Management Software](https://www.capterra.co.uk/directory/20040/legal-case-management/software)

## Alternatives

1. [Clio](https://www.capterra.co.uk/software/105428/clio) — 4.7/5 (1750 reviews)
2. [Osprey Approach](https://www.capterra.co.uk/software/172620/osprey-approach) — 3.9/5 (30 reviews)
3. [monday AI Work Platform](https://www.capterra.co.uk/software/147657/monday-com) — 4.6/5 (6123 reviews)
4. [ClickUp](https://www.capterra.co.uk/software/158833/clickup) — 4.6/5 (4639 reviews)
5. [Wrike](https://www.capterra.co.uk/software/76113/wrike) — 4.4/5 (3044 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1243089/EstateWorks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10187665/EstateWorks/> |
| en-AE | <https://www.capterra.ae/software/1243089/EstateWorks> |
| en-AU | <https://www.capterra.com.au/software/1243089/EstateWorks> |
| en-CA | <https://www.capterra.ca/software/1243089/EstateWorks> |
| en-GB | <https://www.capterra.co.uk/software/1243089/EstateWorks> |
| en-IE | <https://www.capterra.ie/software/1243089/EstateWorks> |
| en-IL | <https://www.capterra.co.il/software/1243089/EstateWorks> |
| en-IN | <https://www.capterra.in/software/1243089/EstateWorks> |
| en-NZ | <https://www.capterra.co.nz/software/1243089/EstateWorks> |
| en-SG | <https://www.capterra.com.sg/software/1243089/EstateWorks> |
| en-ZA | <https://www.capterra.co.za/software/1243089/EstateWorks> |

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