Choose a Plan

Connect

£29
per user, per month*

Comprehensive estate planning solution - enhance your service offering and access exclusive estate plan data.

*Prices exclusive of VAT, paid yearly

Connect Plus

£99
per user, per month*

Comprehensive estate planning solution - enhance your service offering and access exclusive estate plan data, plus establish a new revenue stream with 20% commission on services taken.

*Prices exclusive of VAT, paid yearly

Enterprise

If you have more than 5 users, talk to us today about a bespoke plan

Comprehensive estate planning solution - enhance your service offering and access exclusive estate plan data.

Connect

£35
per user, per month*

Comprehensive estate planning solution - enhance your service offering and access exclusive estate plan data.

**Prices exclusive of VAT, paid monthly

Connect Plus

£115
per user, per month*

Comprehensive estate planning solution - enhance your service offering and access exclusive estate plan data, plus establish a new revenue stream with 20% commission on services taken.

*Prices exclusive of VAT, paid monthly

Enterprise

If you have more than 5 users, talk to us today about a bespoke plan

Comprehensive estate planning solution - enhance your service offering and access exclusive estate plan data.

Feature comparison

Features
Connect
Connect Plus
Enterprise

Estate Health Check Questionnaire.

Personalised Estate Report – per client.

Access to premium network of estate planners.

Access to exclusive estate plan data.

Professional portal including analytics.

Client portal.

Opportunity to become an Estgro member and begin receiving leads for mortgage, insurance or pension services.

20% commission on legal services taken (optional).


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