passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/probateplus-FL-MA.html
Video and Case Studies. Is a major bottleneck. Save time, reduce errors and boost productivity. ProbatePlus enables probate professionals to save time and earn more by automating probate form drafting and providing case management reporting. The Massachusetts state-specific version of ProbatePlus includes the key probate forms needed for probate proceedings, including the new UPC forms issued in 2012. The MUPC forms are generated as pdf files, with added functionality to simplify usability. No software t...
passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/estateworks.html
Video and Case Studies. You want to formalize best. Add powerful workflow management to your Settlement and Administration organization. EstateWorks is the only cost-effective, on-demand workflow solution custom-tailored for the Trusts and Estates business. EstateWorks is highly configurable to match the way that you want to conduct your business - using technology does not mean that you have to change the way that you do things, but it should make life easier and more efficient. Key documents can be upl...
estateworks.net
EstateWorks | Plan Tracking | Settlement Solutions
http://www.estateworks.net/home/marketingsite/probateplus-FL-MA.html
Video and Case Studies. Is a major bottleneck. Save time, reduce errors and boost productivity. ProbatePlus enables probate professionals to save time and earn more by automating probate form drafting and providing case management reporting. The Massachusetts state-specific version of ProbatePlus includes the key probate forms needed for probate proceedings, including the new UPC forms issued in 2012. The MUPC forms are generated as pdf files, with added functionality to simplify usability. No software t...
passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/request-free-trial.html
Video and Case Studies. ProbatePlus is available as a subscription service and comes with a free 14-day trial. After your trial period expires, you may purchase a subscription and continue uninterrupted use of ProbatePlus. A single advance payment is required for a full-year subscription. To order by phone or to speak with a sales representative, please call 617-600-6834. Your own, private, secure ProbatePlus database. Licenses and login credentials for up to 5 users. Free automatic updates to legal forms.
passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/support-overview.html
Life is complicated and busy. When a problem arises,. You want someone to own. It and fix it. quickly. It's all about Workflow . At its core EstateWorks is a workflow product, and so our support philosophy is focused on getting - and keeping - our clients working as efficiently as possible. Initial Set-up and Training. We will configure your implementation of EstateWorks so that you don't have to change your processes - we will help you formalize them to maximize your efficiency. As you get used to the c...
passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/estateworks-enterprise.html
Video and Case Studies. Your business is complex,. We’ll work with you. EstateWorks can be the key to enhancing communication, collaboration and transparency across significant estate administration organizations. Sometimes especially for our larger customers this requires some adjustments or enhancements to the standard platform to make sure that EstateWorks is fully supporting you in the way that you want your trusts and estates business to be conducted. Interfacing with other pre-existing systems.
passingdata.com
EstateWorks | Plan Tracking | Settlement Solutions
http://www.passingdata.com/home/marketingsite/case_studies.html
Video and Case Studies. Leverage your current processes, improve communications and boost productivity. EstateWorks customers derive multiple benefits within their Trusts and Estates businesses. Read some of their stories below and contact us to find out how we can help your organization. Used EstateWorks to turn their growing, predominantly paper-based operation into a more efficient system. Download. Lewis, Rice and Fingersh. Tarlow, Breed, Hart and Rodgers. All case study downloads require PDF Reader.
