Choose a Plan
Connect
Free to use. Effortlessly offer estate planning services to your clients and access critical family and estate data.
Connect Plus
Effortlessly offer estate planning services to your clients and access critical family and estate data. Plus, earn 20% commission on any legal services taken.
*Prices exclusive of VAT, paid yearly
Enterprise
Effortlessly offer estate planning services to your clients and access critical family and estate data. Plus advisors can earn 20% commission on any legal services taken.
Connect
Free to use. Effortlessly offer estate planning services to your clients and access critical family and estate data.
Connect Plus
Effortlessly offer estate planning services to your clients and access critical family and estate data. Plus, earn 20% commission on any legal services taken.
*Prices exclusive of VAT, paid monthly
Enterprise
Effortlessly offer estate planning services to your clients and access critical family and estate data. Plus advisors can earn 20% commission on any legal services taken.
Feature comparison
| Features |
Connect
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Connect Plus
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Enterprise
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Estate Health Check Questionnaire. |
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Personalised Estate Report – per client. |
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Access to premium network of estate planners. |
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Access to exclusive estate plan data. |
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Professional portal including analytics. |
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Client portal. |
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Opportunity to become an Estgro member and begin receiving leads for mortgage, insurance or pension services. |
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20% commission on legal services taken (optional). |
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