EstateWorks

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"950 S. Tamiami Trail, Suite 104 Sarasota, FL 34236", 34236 Sarasota

(617) 600-6830 (Telephone)

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"The original idea for EstateWorks back in the early 2000s was to provide settlement and planning facilities to individual consumers. Of course, the potential complexites of the estate field soon became apparent! The focus shifted to supporting professionals and the EstateWorks platform has been used by law firms and financial institutions since 2005. Over the next few years, the original creators found their focus shifting away from trust and estate workflow, resulting in sale of the EstateWorks platform to Paul Edwards and EstateWorks Systems in 2012. "

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Consulting

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"950 S. Tamiami Trail, Suite 104 Sarasota, FL 34236", 34236 Sarasota

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