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Financial Advisors | Estate Guru

Estate Guru Professional for Financial Advisors

Modernize estate planning, empower your advice, be compliant with regulators

A Tech-Enabled Solution to Estate Planning for Financial Advisors

The financial asset management industry is built on trust, performance and deeply valued relationships. Managing the complexities of clients’ portfolios can require goal setting, careful planning, thoughtful strategies and a solid estate plan. But building a customized estate plan unique to the circumstances, assets and strategies of the client can be hard to navigate, especially when you have to bring all the other plan participants into the picture. We offer a tool that gives you better information on the components of your clients’ lives that will directly affect their financial state. With EG Pro, you get a single place where you can automate the estate planning collaboration that needs to take place between you and all the relevant parties – all while maintaining compliance and adherence to industry standards.

A Tech-Enabled Solution to Estate Planning for Financial Advisors

The financial asset management industry is built on trust, performance and deeply valued relationships. Managing the complexities of clients’ portfolios can require goal setting, careful planning, thoughtful strategies and a solid estate plan. But building a customized estate plan unique to the circumstances, assets and strategies of the client can be hard to navigate, especially when you have to bring all the other plan participants into the picture.

We offer a tool that gives you better information on the components of your clients’ lives that will directly affect their financial state. With EG Pro, you get a single place where you can automate the estate planning collaboration that needs to take place between you and all the relevant parties – all while maintaining compliance and adherence to industry standards.

Grow Your Practice with Estate Planning Data Insights

Financial advisors, financial planners, retirement planners and wealth managers can streamline, structure and simplify the estate planning process all while collaborating with real attorneys licensed in their clients’ state. Boost client engagement. Deepen client satisfaction. Grow your practice with estate planning data insights. With EG Pro, do all of this with one single platform.

Generate New Clients

Make it simple to generate new client leads from every client that interacts with the EG Pro platform. Empower your practice and employees to do the same.

Let EG Pro Do the Heavy Lifting

Using our calendar scheduling application, have your client’s schedule their appointment with us and we’ll be sure to include you in on the data while handling all the heavy lifting ourselves.

Improve Internal and External Collaboration

Work securely in the cloud with attorneys licensed in your clients’ state no matter how remote they are. Streamline communication with robust permissioned access that provides simplified compliance to everyone involved.

Track Your Clients with Data

Stay informed of changes that occur in your client’s life to ensure your role as their most trusted advisor. Guarantee that you are notified immediately upon the death of each and every client so you can assist with transfer of wealth from one generation to the next.

Generate More Value for Existing Clients

Allow your practice to add another fee for service that can provide peace of mind to your clients and more top line to your practice.

Bring the Lawyer’s Virtual Office into Your Office

Bring the attorney into your client’s world without losing control of the process. Seamlessly integrate an independent law firm into your financial planning practice.

Provide and Receive a Holistic View of Your Clients

View your clients’ estate plans holistically from all the assets they have to where those assets are going. Empower your financial practice with client data. Discover which assets they have that you don’t currently manage. Discover lazy or under performing assets currently owned by your clients.

Ensure Data Security and Document Storage

Make it simple to create, view, share, store and amend documents for clients, advisors and attorneys across organizational boundaries.

Enable Your Practice to Work From Your Client’s Home

Let your clients complete their estate planning essentials from home on any device using our intuitive platform interface. No need for you to be in the room if you can’t be there.

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