EstateWorks is an operational platform built specifically for law firms, banks and trust companies to make Trust & Estate work consistent, visible and easier to manage. We help these organizations apply their operational model consistently and reduce dependence on individual knowledge and manual coordination. By bringing together the information, processes and people needed to support Trust & Estate work, EstateWorks provides the operational visibility needed to understand both individual matters and the operation as a whole.
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The EstateWorks annual revenue was $15 million in 2026.
Paul Edwards is the CEO of EstateWorks.
6 people are employed at EstateWorks.
EstateWorks is based in Sarasota, Florida.
The NAICS codes for EstateWorks are [54, 541511, 5415, 541, 54151].
The SIC codes for EstateWorks are [73, 737].