Estate planning software for Financial Advisors

Little work, big impact

Estgro empowers Financial Advisors to deliver exceptional estate planning services to their clients as easily as sending them a link. From expert advice to the delivery of a Will, the software supports your clients as they navigate inheritance tax and build financial plans for their family. At the same time, it enables Financial Advisors to better understand their client’s family dynamic and help prepare and educate the next generation of investors.

How it works:

STEP 1

Understanding

Take clients through the estate planning health check either in person or by simply sending them a link to complete it in their own time.​

STEP 2

Advice

The system then produces an estate plan report, personalised to them with actions required to prepare their own estate plan in a clear and easy to understand way. 

STEP 3

Support

Once clients have a completed estate plan, there’s help with understanding the recommendations given through a series of explainer videos and commentary. This will mean that you and your clients are clear on all of the suggestions made. 

STEP 4

Delivery

Clients can then complete their estate plan with an accredited service provider who will help create their wills, lasting power of attorneys and any other required documents.  

We understand how important your clients are to you and we ensure that they are only referred to accredited, trusted and expert service providers.

Complete transparency and control

The Advisor dashboard

Advisors will have full transparency through their own dashboard to be able to track clients’ progress, be notified when key actions are complete and keep in touch with clients. 

Advisors can also see where recommendations have been made for further services such as mortgage or insurance advice which they can either deliver themselves or refer on. 

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