Estgro

Unlock the benefits of estate planning and start offering this service to your clients today, with no training or expertise required, it’s as simple as sending them a link. The Estgro platform empowers advisors to make estate planning and inheritance part of vital financial planning conversations.

Visit Estgro

About this App

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.

Cost (from)

£29.00/month

Free Practice Subscription

Trial

90 day free trial

Partner Program

Support Channels

Email
Live Chat
Online Help
Phone
Web Form

Mobile Platforms

Android
iOS

Accounting Platforms

N/A

Integrations

N/A

Geographies Served

United Kingdom

Industries

App features per category

Accountant Tools, Financial Services, Personal Financial Planning

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