Estate planning. Transformed.
Introducing Estgro, an unrivalled estate planning solution that is transforming the way the world manages estate planning and inheritance. Non-estate planning professionals can now offer this service simply by sending a link. Enhancing their offering, facilitating broader conversations and providing a holistic view of their client’s financial wellbeing.
Enhance your service offering
Demystifying the process of estate planning, Estgro will deliver a complete estate plan effortlessly irrespective of complexity with no training or expertise required.
Enrich your client relationships
Estgro will identify your client’s estate planning needs and seamlessly connect them with a network of accredited partners who are experts in their field, meaning you can be sure they’re in trusted hands.
In addition to estate planning recommendations, Estgro allows you to discuss your client’s broader financial wellbeing and identify insurance, mortgage or pension needs they may have too. You can either deliver these services yourself or refer them on to an Estgro accredited provider who can assist them.
Generate leads and future proof your business
You can apply to become an Estgro accredited provider too, meaning that you’re not only using Estgro to support clients with their estate planning needs but you’re also generating new business referrals from the system too.
The wealth of valuable data generated through the Estgro process will enable you to make data driven, fully informed, client centric decisions. Estgro will provide exclusive access to data surrounding client’s families, assets and beneficiaries allowing you to identify your customers of tomorrow and retain funds under management.