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Employer Groups | Estate Guru

Estate Guru Professional for Employer Groups

Integrate true customized, tailor fit estate planning into benefits that last

Delivering Exceptional Value to Your Most Important Asset:
Your People

Employers know that their most valuable asset is their employees. Providing value that increases productivity, boosts happiness, cuts down attrition and differentiates you from your competitors is crucial. That’s where Estate Guru Professional comes in. With EG Pro you can provide a key estate planning benefit without the need for navigating compliance complexities, complicated fee schedules and employee experience headaches. Offer your employees seamless tech-enabled estate planning services with front-end collaboration to secure your employees most important wishes and assets. Give employees peace of mind with ease of access all in one. Let EG Pro be the turn-key estate planning solution you offer to your clients. Partner with Estate Guru Professional.

Delivering Exceptional Value to Your Most Important Asset:
Your People

Employers know that their most valuable asset is their employees. Providing value that increases productivity, boosts happiness, cuts down attrition and differentiates you from your competitors is crucial. That’s where Estate Guru Professional comes in. With EG Pro you can provide a key estate planning benefit without the need for navigating compliance complexities, complicated fee schedules and employee experience headaches.

Offer your employees seamless tech-enabled estate planning services with front-end collaboration to secure your employees most important wishes and assets. Give employees peace of mind with ease of access all in one. Let EG Pro be the turn-key estate planning solution you offer to your clients. Partner with Estate Guru Professional.

Give Your Employees Peace of Mind

A voluntary estate planning benefits program through Estate Guru Professional provides your employees access to high quality estate planning documents and services at an extraordinary value. Many documents are included free of charge and others are significantly discounted from normal attorney’s fees. Often employees go without the needed planning due to prohibitive costs and legal complexities – we take care of that and offer a simple and affordable solution.

Lower Rates

We have competitive and affordable rates that are consistently lower than our competitors.

Digitize Key Paperwork

With EG Pro keep the estate planning paper stack where it belongs – in the file cabinet. Use our platform to manage all essential employee estate planning documents online in the cloud.

Learn More About Your Employees

Learn employee marital status and detailed demographics on all their dependents.

Easy Access and Administration

Our estate planning solution is easy to access and administer, giving you a no-cost enhancement to your company’s benefits package while giving your employees an affordable way to take care of their estate plan legal needs.

Download The Starter Kit

A one-pager that walks you through how to start incorporating estate planning services into your practice

Get a Demo

Contact us to get a demo or schedule a demo with us today to learn how EG Pro can bring solutions to practice