Estate Planning. Simplified.
Enhance your offering, access valuable estate data and enrich your client relationships with Estgro, your trusted estate planning partner. Unlock the benefits of estate planning and start offering this service to your clients today, with no training or expertise required, it’s as simple as sending them a link.
The Estgro platform empowers advisors to make estate planning and inheritance part of vital financial planning conversations.
Enrich your Client Relationships
Estgro will enable you to broaden your client conversations and offer holistic financial wellbeing advice, providing you with a wider view of your client and a greater understanding of their needs.
Through our network of estate planning partners, you can ensure that your clients have an estate plan in place that protects their loved ones for the future and maximises the value of the legacies they leave behind.
Build your Future Client List
You’ll have access to key estate and family data giving you visibility of how your client plans to pass on their assets and transfer their wealth between generations. This data will enable you to identify and connect with future estate beneficiaries and build important relationships with the next generation, mitigating the risk posed by the ‘Great Wealth Transfer’.
Control your Client's Journey
You can rest assured that your clients are being taken care of by trusted, accredited, estate planning partners who have been carefully selected to be part of the Estgro ecosystem. You will have the ability to select the team of partners you wish to work with your clients, with full visibility of their journey and the opportunity to communicate with partners and clients via the platform.
Looking for a New Revenue Stream?
In addition to enhancing your service offering and enriching client relationships, Estgro can act as a significant new revenue stream for your business. By subscribing to the Estgro Advance plan you can earn 20% commission on any legal services your clients take.
Over 30 years' experience of developing estate planning technology solutions
Established network of trusted estate planners
Our team have over 50 years' experience in estate planning
Trusted by 2,000 advisors worldwide
Over 7 million Wills created using our software
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