Become an Estgro partner and receive leads from your connections.
You have been invited to become an Estgro partner, enabling you to receive qualified referrals for estate planning services via the Estgro platform.
What is Estgro?
Bridging the gap between financial and legal services, Estgro seamlessly connects financial services clients with a network of specialists to assist them in ensuring they have a comprehensive estate plan in place to protect and maximise the value of the legacies they leave behind. Referred clients will have completed an online assessment of their estate and received specific recommendations via an Estate Report as to the best way to protect their assets, wishes and loved ones for the future.
Via Estgro you will be able to view that report and connect with clients to begin supporting them in putting the necessary plans and documents in place.
An end-to-end digital solution
As an Estgro partner, you will have access to the Member Hub, powered by Arken. The Member Hub is your online portal to receive referrals, gather instructions, produce quotes and communicate with clients and their referring advisers.
Via the hub, you can then produce a quote, obtain agreement from the client and then once drafted, securely share documents to be approved.
Trusted solutions
To receive referrals from the adviser who has invited you to join Estgro you must subscribe to the Member Hub. Our sister company Arken also offers a range of trusted estate planning and Will writing solutions that help increase efficiency, productivity and consistency which work seamlessly with Estgro. For example, the Estate Questionnaire flows automatically into Arken Professional for even quicker drafting. Find out more about the wider Arken product suite.
Scale with us as Estgro grows
In addition to servicing the clients of the adviser who invited you to join Estgro, you could also offer your services to the wider Estgro community. We’re creating an ecosystem of the very best estate planners to scale with us as Estgro grows. We have ambitious growth plans and are looking for partners who are embracing technology, offering industry-leading services and looking for innovative ways to grow their businesses. If you’re interested in becoming a partner to the wider Estgro community please get in touch today.
Why become a partner?
Receive regular qualified referrals from the wider network
Engage with the client and their referring adviser via the Estgro platform
Position yourself alongside the very best mortgage, insurance, legal and pension providers
