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Professional and Alumni Associations | Estate Guru

Estate Guru Professional for Professionals and Alumni Associations

Higher quality, more affordable estate plans that reach all of your constituents

Higher Quality, More Affordable Estate Plans That Reach All of Your Constituents

Providing lasting benefits to your association members can be difficult when they span multiple states, family needs, professional goals and personal preferences. More difficult still is offering benefits that provide lasting and meaningful value that endures for generations. With Estate Guru Professional you can now scale the benefits of comprehensive and customized estate planning across all of your constituents through our vast attorney network and technology-enabled platform. Partner with us and see why it’s the easiest benefit you’ve ever added to your offering.

Higher Quality, More Affordable Estate Plans That Reach All of Your Constituents

Providing lasting benefits to your association members can be difficult when they span multiple states, family needs, professional goals and personal preferences. More difficult still is offering benefits that provide lasting and meaningful value that endures for generations.

With Estate Guru Professional you can now scale the benefits of comprehensive and customized estate planning across all of your constituents through our vast attorney network and technology-enabled platform. Partner with us and see why it’s the easiest benefit you’ve ever added to your offering.

Provide Your Members
with Generational Benefits

 

Gain data driven insights into your members. Understand their unique demographics. Provide lasting benefits that go far beyond the scope of a basic will or trust that legal groups usually provide. Usher in a new era of offering scalable yet customized benefits that can be an anchor to your constituents lives and the lives of those that matter most to them. We’re open to bespoke partnerships, too. Check out a couple of the benefits your members will get with us.

Access to First-Class Attorneys in All 50 States

You and your members can rest easy knowing that we have attorneys that span all 50 states. Even you, Alaska.

Secure Document Storage in the Cloud

Your members will be able to access their documents in the cloud anytime, anywhere. They can also share their documents with key stakeholders who can view and print off their documents anytime, anywhere. Your members will also be able to amend their documents in the cloud anytime, anywhere. With Estate Guru Professional, anytime and anywhere are not just themes, they’re promises.

Keeping Up to Date

We’ll send your members notifications letting them know of regulatory changes that affect their estate plans. We’ll also reach out to make sure that any significant changes that have happened in their life are reflected in their documents.

Comprehensive Documents

Your members will receive customized documents specific and unique to their assets and their circumstances ranging from trusts to powers of attorney. If their situation is especially complex, then we connect them with an attorney in their state that can handle their situation with great care and expertise.

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