FAQ’s
Got a question? See if we’ve answered it below and if not, please get in touch. We’re here to help with any questions you have about how Estgro could work for you.
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.
We accept card and direct debit payments.
We’re confident that Estgro will provide significant benefit for both you and your clients. However, if you need to pause or cancel your subscription, we’ve made the process simple. Just send us an email at hello@estgro.com with a month's notice, and we’ll handle the rest. If there’s anything we can do to improve your experience before you make your decision, please don’t hesitate to let us know. Full terms and conditions can be viewed here
Subscription to the ‘Estgro Earn’ plan enables you to earn 20% commission on any legal services your clients take through accredited Estgro legal partners. The system will ask you to set up a stripe account and payments will be made to you via stripe within 2-5 working days from your client paying in full for their legal services. Payments will be made in adherence with Stripe’s terms and conditions.
‘Estgro Intel’ - Full Estgro functionality, with all legal services exclusively provided by one of our accredited legal partners.
‘Estgro Flex’ - Full Estgro functionality, with the flexibility to use a legal provider of your choice or select from any of our accredited legal partners.
‘Estgro Earn’ - Earn 20% commission on all legal services work completed by one of our accredited partners. You can also choose a provider from your own network; however, commission can only be paid when an accredited Estgro legal partner is selected.
Learn more here.
Yes, we will work with you to understand your requirements and provide a bespoke pricing plan.
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.
If you are a provider of legal services and would like to become an Estgro accredited partner, you can find more information and a link to apply here.
Not automatically, however your client may wish to share a copy of their Will with you which they can do easily and securely within the platform. You will, however, see the data your client inputs to their Estate Questionnaire which will enable the legal provider to build their Will and other documents. This will include data around relationships, beneficiaries (including contact information), assets, liabilities, executors and more.
We’ve built a robust network of trusted partners who are experts in their field, bringing together specialists in estate planning, mortgages, insurance and pensions. Partners will have been through the Estgro accreditation process meaning we have carefully vetted them to ensure their adherence to the highest standards of professionalism, ethical conduct, and regulatory compliance.
Yes, you can add your logo and brand colours to Estgro to ensure it’s in line with your branding for both your internal users and clients. You can also personalise all system emails.
Yes, within the platform you will be able to send messages via the chat to all advisers who are assisting your clients. Their full contact information will also be available if you wanted to call or email them.
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.
It should take no more than 10 minutes to set up your Estgro account, there are helpful prompts and videos to guide you when getting started. If accessing Estgro via intelliflo your client data will be seamlessly transferred into Estgro, enabling you to begin viewing wealth transfer recommendations right away.
Whilst you can access Estgro from anywhere in the world, unfortunately our partners only offer legal services within England and Wales at present. If you are interested in using Estgro in another jurisdiction, please let us know.
Subscriptions work on a per user basis and there is no limit to the number of users that can be added within an organisation.
Estgro provides support through its internal support team, who can be contacted via telephone, email or online chat. 9-5, Monday to Friday.
There’s no formal training required to use Estgro. The system does have several useful prompts, videos and FAQ’s to help you make the most of the platform and our support team are available if you need any further help.
Data is stored in the UK on Amazon’s Web Servers, one of the leading Cloud service providers on the market for data security, management, and monitoring. Data is encrypted both in transit and at rest.