Generational
Wealth Planning.
Simplified.

Estgro provides data-driven wealth transfer recommendations, connects you with trusted legal providers for seamless document delivery, and facilitates beneficiary engagement—helping you confidently navigate the Great Wealth Transfer.

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How it Works – Estate Planning, Simplified.

  • 1. Assess

    Using your existing client data, enriched via the Estgro Estate Health Check, a comprehensive evaluation of your client’s estate will take place.

  • 2. Inform

    View personalised recommendations, informing you of the best course of action required to maximise a client’s estate and ensure the efficient transfer of family wealth.

  • 3. Deliver

    Implement the recommended strategies by digitally referring, tracking, and delivering vital estate documents through your own trusted solicitor or Estgro’s accredited partners.

  • 4. Engage

    Engage with future beneficiaries to safeguard funds under management and position yourself as the trusted family adviser.

Effortlessly Generate Tax Reduction Strategies

Estgro helps you cut your clients’ tax liabilities and grow their wealth for future generations. Our tools analyse financial data to identify tax-saving opportunities and enhance asset growth. Focus on delivering exceptional client service while we handle the intricacies of tax and wealth planning.

Safeguard your Portfolio

Protect your portfolio by identifying and connecting with key beneficiaries through Estgro. Our platform facilitates engagement with future heirs, ensuring they are informed and involved in the generational wealth planning process. This approach helps secure assets and strengthens your role as the trusted family adviser.

Leverage Critical Data

Harness unique data within Estgro to refine financial planning and investment strategies that align with your client’s wealth transfer plans. Our platform provides insights that help you make informed decisions and tailor strategies to meet your clients’ goals.

Frequently Asked Questions

We have 2 plans available, our Connect plan is free to use with no limit on number of users or clients you can put through the system. You will be able to assess a clients estate planning needs, connect them with a trusted estate planner, and receive critical family and estate data. If you’re interested in earning commission on the legal services your clients take through Estgro then we also offer the Connect Plus plan, giving you 20% commission on legal services undertaken. This plan costs £99 + VAT per user, per month if paid yearly or £115 + VAT per user, per month if paid monthly. If you have more than 5 users or a specific requirement, then please contact us to discuss a bespoke plan.

Yes, the beauty of Estgro is that it enables you to offer comprehensive and complex estate planning services to your clients with no training or expertise required. The platform assesses your client’s estate and provides them with a personalised plan including recommendations of how they can best protect their wishes and maximise the value of the legacies they leave behind. Our team of accredited, trusted partners then work with your clients to put the necessary documents and plans in place with as much or as little involvement from you as you wish – and you can see the progress at every stage.

Absolutely. We understand the importance of your established, trusted relationships and you will have the ability to invite your existing partners to become part of your team to service your clients.

Looking for a New Revenue Stream?

Estgro can also act as a revenue stream for your business. By subscribing to the Estgro EARN plan you can earn 20% commission on any legal services your clients take.

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Why Estgro?

Over 30 years' experience of developing generational wealth solutions

Established network of trusted legal providers

Our team have over 50 years' experience in generational planning technology

Trusted by 2,000 advisers worldwide

Over 7 million Wills created using our software

About Us

Get in Touch

Discover how Estgro could enable you to offer enhanced generational wealth planning advice, allowing you to not only facilitate the efficient transfer of family wealth but establish yourself as the trusted family adviser, safeguarding assets under management. Get in touch today!

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