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EstateVal/EstateWorks Interface Tutorial

If you are a subscriber to the EstateWorks Estate Settlement System, and use EstateVal as your source for security valuations, the EstateVal/EstateWorks interface eliminates unnecessary manual entry of asset data between the software systems.

The EstateVal/EstateWorks interface is a short process which allows you to request valuations for a list of assets in EstateVal, then upload those assets and values directly into an EstateWorks case. You do not need to create the assets in EstateWorks, the interface will do this for you.

First you create a new case in EstateWorks. (If you need help on this, please call EstateWorks Support at (978) 461-1215.) When the assets have been identified, you open EstateVal to enter the assets for which a Date of Death valuation is desired. When the valuation is complete, print the report, and select Export on the File menu to create the asset file. (Note: EstateWorks must be selected as the Export type on the Options menu under Tools.) Save the file on your local computer. Then go to www.estateworks.com and open the case. Select EstateVal Import under Interfaces to upload the saved file to EstateWorks. When the import is complete, the assets with appropriate valuation details will appear under the Asset Tab for the case. Now you're ready to prepare an inventory or Form 706. It's that simple!