If you are a subscriber to EstateWorks’ Estate Settlement System, and the EstateVal/EstateWorks interface eliminates manual entry of asset data between the systems.
First, you’ll need to configure EstateVal to be able to export to EstateWorks. Select
Tools → Options → Export and set
Type to “EstateWorks” and
Path to the folder you’d like to write the file to.
Next, open EstateVal and enter the assets that you need values for, and then run a Date of Death evaluation. When the valuation completes, select
File → Export → From EstateVal → Date of Death…, enter the filename you’d like for the data export file, and click
Next, go to estateworks.com and open a case. Select
Interfaces → EstateVal Import, and select the file you just exported from EstateVal—it will have a .PRN extension. Finally, click
Next and complete the fields requested.
When the import is complete, the assets (with valuation details) will appear under the Asset Tab for the case.
If you need help, EstateWorks Support is available at (617) 600-6830.