Estate planning made simple.
With Estgro, effortlessly connect your clients with a trusted solicitor and ensure their estate planning is handled professionally and without delay. No chasing, no uncertainty, just a smooth process that protects their assets, secures their wishes, and safeguards their wealth for generations.
Plus, by leveraging your existing client data within intelliflo, you can make referrals with ease while ensuring your adviser-client relationship remains protected through structured terms.
In partnership with:
Simple, Secure Referrals
With Estgro, financial advisers can easily connect clients to trusted legal experts, ensuring smooth and secure estate planning. Our simple, structured process protects your relationships while giving clients the tailored legal support they need. No more uncertainty, just clear, trusted connections to protect both your clients and your business.
More Than Just a Connection. Smart Estate Planning Tools
Beyond solicitor connections, Estgro provides powerful tools to support advisers in estate planning conversations:
- Estate Planning Recommendations: Assess a client’s estate in minutes and receive tailored wealth transfer recommendations.
- IHT Calculator: Quickly estimate inheritance tax liabilities and identify planning opportunities.
Future-Proofing Family Wealth
By actively guiding your clients through estate planning, you position yourself as their trusted family adviser, engaging future beneficiaries early, facilitating meaningful family conversations, and ensuring assets remain protected for generations to come.
Pricing
Choose the plan that best aligns with your goals and start delivering comprehensive estate planning solutions today.
With Estgro’s free plan, you can make seamless, risk-free referrals to trusted legal partners.
Plus, leverage your existing intelliflo data to access powerful generational planning tools, including recommendations and IHT calculations.
With Estgro Earn, you can earn 20% commission with Estgro accredited providers while delivering expert wealth transfer advice.
Our Partners
Estgro connects advisers with a network of trusted legal professionals, ensuring clients receive excellent service while protecting advisers’ relationships. Our structured terms safeguard your interests, providing tailored solutions and peace of mind for both you and your clients.
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
Get in Touch
Get in touch or book a call to discover how Estgro can streamline your estate planning process and protect your client relationships.