Welcome to the dawn of a new era in digital estate planning! We’re excited to announce the official launch of our revolutionary new product, Estgro! Using the latest innovations in estate planning technology, it bridges the gap between financial and legal services.

Estgro is poised to make estate planning and inheritance part of vital financial planning conversations and will redefine how advisors and clients interact around this subject. Empowering advisors to unlock the benefits of estate planning for their clients and offer holistic financial wellbeing advice.

The Genesis of Estgro

Estgro’s journey began with a vision – to transform the way the world manages estate planning and inheritance.

Dying is a painful subject, but planning for it shouldn’t be… More and more people are hitting inheritance tax thresholds, and over the next 30 years a sizeable generation will die and £5.5 TRILLION is set to be inherited by their loved ones in the UK alone… it’s such a record-breaking event that journalists have coined it as ‘The Great Wealth Transfer.’ But often, estate planning is left out of vital financial wellbeing conversations.

We want that to change. We want to help protect the financial wellbeing of generations to come.

In this blog, we’ll take you through the key benefits of this brand new, unrivalled software:

It’s an Intuitive Solution – Estate planning is a complicated, legal subject but technology is purposely built to empower its users. Estgro is a tool that enables advisors to provide expert advice and support, whilst also providing the ability to monitor their clients journey and gain insight about the estate plans formulated – as easily as sending a link. There’s no training or expertise required and with access to a network of trusted accredited partners, advisors can have peace of mind that their clients are in the very best hands.

Easily Identify Tomorrow’s Clients and Retain Funds Under Management – Estgro’s users will have the unique ability to better identify their clients of tomorrow, retain funds under management and facilitate and support beneficiaries, their wider family and beyond.

Client Retention and Satisfaction – Estgro provides the opportunity to broaden client conversations and enrich relationships by bringing estate planning into discussions and helping clients to maximise the value of the legacies they leave behind.

Growing Your Business Through the Inheritance Economy – The population is ageing, and levels of wealth are on the rise. The number of financial gifts, Trusts, Wills and more will grow substantially each year. Offering estate planning services to clients creates a new revenue stream for businesses.

Conclusion

We’re delighted to share the launch of Estgro with you and we’re excited to see what impact this solution will have on the world. A big thank you and well done goes out to the Estgro team and everyone who has supported us on this journey.

To follow us on our adventure or become an early adopter, find out more today!