Grow your business with estate planning
Offer your clients a seamless estate planning experience while growing your revenue. Estately enables financial advisors to integrate estate planning into their practice, deepening client relationships and unlocking new business opportunities.
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Make Estate Planning Your Most Profitable Channel
Charge clients for estate planning
Expand your advisory services by offering estate planning as a billable service. Whether through flat fees or subscription-based models, estate planning can be a valuable revenue stream while reinforcing your role as a trusted financial partner.
Grow your client base
Attract high-net-worth individuals and families by offering a comprehensive suite of services, including estate planning. Differentiate your practice from competitors and position yourself as a full-service wealth advisor.
Secure estates across generations
Ensure that client wealth is protected and passed down according to their wishes. With estate planning integrated into your advisory services, you can help clients create lasting legacies while maintaining continuity in financial management.
Don’t leave money on the table—be a part of the Great Wealth Transfer!
Over the next few decades, trillions of dollars will transition to younger generations. Advisors who actively engage in estate planning can secure these assets and maintain long-term client relationships, ensuring financial stability for generations to come.
Take Estately’s AI for a test drive
Import an existing estate plan and generate a visual summary in seconds.
Manage client estates to capture additional revenue
Capture key prospects from estate planning documents
Help your clients organize and manage their estates efficiently while positioning yourself as their go-to advisor for all wealth-related matters. By offering estate planning, you can increase assets under management and capture additional revenue.
Identify gaps in assets under management
Estate planning documents provide crucial insights into your clients' financial situation and future needs. Identify new investment opportunities, ensure proper asset allocation, and strengthen client relationships by proactively addressing their estate planning concerns.
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Establish relationships with heirs to avoid lost revenue
Gain visibility into assets that may be held outside of your advisory firm. By reviewing estate planning documents, you can identify unmanaged accounts, consolidate assets, and ensure your clients’ portfolios are structured for long-term success.
