Estate Planning.
Simplified.
Estgro empowers you to provide comprehensive generational wealth planning without needing any specialist estate planning training or expertise. Let Estgro handle the complex data analysis and deliver personalised recommendations to maximise your clients’ wealth for future generations, allowing you to focus on what truly matters—delivering exceptional service to your clients.
How it works…
STEP 1
Assess
Start securing your client’s estate by pulling in data from intelliflo and enriching it with the Estgro Estate Health Check—a comprehensive assessment that captures detailed family and estate information. For non-intelliflo users, the health check also serves as a powerful standalone tool.
STEP 2
Inform
Analysing the wealth of data generated is where Estgro comes into its own. Personalised alerts and recommendations inform the adviser of the best course of action required to maximise a client’s estate, ensuring the efficient transfer of family wealth.
Recommendations include inheritance tax mitigation, Trust guidance, property protection considerations and adequate provisioning for dependants.
STEP 3
Deliver
Now it’s time to implement the recommended strategies to secure your client’s estate
Use the portal to engage with your own trusted solicitor or choose one of Estgro’s accredited partners to digitally refer, transparently track, and securely deliver all vital estate planning documentation—ensuring the on-going protection of funds under management.
STEP 4
Engage
Estgro enables advisers to connect and engage with future beneficiaries – helping to protect portfolios and safeguard funds under management.
Get in Touch
Book a demo today to discover how Estgro could work within your business, empowering you to provide comprehensive estate planning with no training or expertise required.