Smarter Estate Planning.
For Financial Advisers.
Estgro makes estate planning simple, helping you integrate it into every client conversation. Develop personalised strategies to reduce IHT and pass on wealth efficiently, then seamlessly connect clients with a trusted legal partner to put plans in place. All in one streamlined solution.
How it Works – Estate Planning, Simplified.
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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.
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2. Inform
Get powerful, data-driven recommendations that identify the best IHT reduction strategies and ensure the efficient transfer of wealth, helping clients maximise their estate with confidence.
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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.

Effortless Tax Reduction Strategies
Estgro helps you reduce client tax liabilities and grow their wealth. Our tools analyse financial data to uncover tax-saving opportunities, so you can focus on delivering exceptional advice while we handle the intricacies of tax and generational wealth planning.

Seamless Referrals to Trusted Experts
Effortlessly connect clients with trusted legal professionals to put their estate plans in place. A simple, hassle-free process that ensures they’re in expert hands.

Strengthen Your Role as the Family Adviser
Estate Planning Insights.
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Frequently Asked Questions

Looking for a New Revenue Stream?
With Estgro’s EARN plan, you receive 20% commission on any estate planning referrals made to an Estgro-accredited partner.
And the best part? It requires minimal input from you. Whether you want to be hands-on or simply connect your client to an accredited partner, Estgro makes the process seamless.
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
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