Estgro enables you to offer estate planning services to your client’s with no training or expertise required.
The platform provides your clients with a comprehensive assessment of their estate. It produces a personalised report recommending actions they should take to maximise the value of the legacies they leave behind.
Estgro digitally connects your clients with a network of trusted estate planning experts, chosen by you, to complete their estate plan. You can access valuable estate and family data collected through this process enabling you to understand how your client’s wealth willtransfer between generations and connect with future clients.
Free Practice Subscription
90 day free trial
Estate planning platform
Access to a network of trusted estate planners
Valuable data around your client's family and estate
Provide clients with an estate health check which generates a comprehensive estate report with personalised recommendations on how to best protect their estate
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