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.

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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

    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.

  • 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

Estgro helps you build lasting relationships across generations, ensuring a smooth transition of wealth. By guiding families through estate planning, you protect portfolios, retain assets under management, and position yourself as their trusted adviser for years to come.

Estate Planning Insights.

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Frequently Asked Questions

We have 3 plans available ranging from £29.95 - £49.95 + VAT per month. 10% discount is applied across all plans if paid annually. If you have more than 5 users or a specific requirement, then please contact us to discuss a bespoke plan. You can view our plans and prices here.

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; by choosing our ‘Flex’ plan 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?

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.

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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

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Unlock the potential of Estgro to simplify generational wealth planning, make the transfer of family wealth more efficient, and reduce tax liabilities where possible, helping you establish yourself as the trusted family adviser and protecting assets under management.

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