Generational
Wealth Planning.
Simplified.

intelliflo users can now seamlessly integrate estate planning into their services.

Through Estgro’s integration, advisers can effortlessly generate personalised, data-driven wealth transfer recommendations, connect clients with trusted legal experts, and engage with future beneficiaries.

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Partnering with:

Estate Planning Insights.

Powered by intelliflo Data.

How it Works…

  • 1. Assess

    Critical client data will be seamlessly transferred from intelliflo, enabling a comprehensive evaluation of your client’s estate.

    Data can be enriched via the Estgro Estate Health Check to provide a more detailed view of your clients’ family and estate.

  • 2. Inform

    Personalised recommendations are generated to identify the most effective strategies for maximising your client’s estate while minimising tax liabilities.

    This ensures a smooth, efficient transfer of family wealth aligned with their goals.

  • 3. Deliver

    Implement recommended strategies seamlessly by digitally referring, tracking, and delivering essential estate documents.

    With full flexibility to work with your trusted solicitor or one of Estgro’s accredited partners.

  • 4. Engage

    Connect and engage with future beneficiaries,  to protect your portfolio and safeguard funds under management.

    This approach helps secure assets and strengthens your role as the trusted family adviser.

Effortlessly Generate Tax Reduction Strategies

Estgro helps you cut your clients’ tax liabilities and grow their wealth for future generations. Our tools analyse financial data to identify tax-saving opportunities and enhance asset growth. Focus on delivering exceptional client service while we handle the intricacies of tax and wealth planning.

Safeguard your Portfolio

Protect your portfolio by identifying and connecting with key beneficiaries through Estgro. Our platform facilitates engagement with future heirs, ensuring they are informed and involved in the generational wealth planning process and strengthening your role as the trusted family adviser.

Access Trusted Experts

We understand the importance of placing your clients’ financial well-being in trusted, expert hands. Estgro empowers you to connect clients with a dedicated network of accredited estate planning specialists committed to creating efficient, personalised estate plans which safeguard your clients’ assets and fulfil their wishes.

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.

5 or more users?

Get in touch today to discuss a bespoke plan and pricing to suit your business needs.

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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

Book a Call

Book a call with our team to discover how Estgro can enable you to offer enhanced generational wealth planning and immediate value to clients.

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