Estgro, a revolutionary solution to support financial advisors in delivering expert estate planning

by | Aug 3, 2023

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Estgro Ltd, part of the Arken Group, today launches a revolutionary new product for financial advisors enabling them to deliver estate planning for their clients without any training or expertise.   

Estgro’s unique software – Estgro Pro – combines financial technology with legal technology, matching financial experts with legal experts.  Developed by a renowned team of estate planning and technology experts who have offered solutions to the estate planning and legal world for over 30 years, Estgro Pro is the first product of its type in the market to offer estate planning directly to financial advisors – bridging the gap between financial and legal services.   

The unique ecosystem enables estate planning and inheritance to be part of vital financial planning conversations for advisors.  It will redefine how advisors and clients interact around this subject and will empower advisors to unlock the benefits of estate planning for their clients, with extraordinary ease.   

 
 

In recent times, the need to understand better who clients will pass their wealth onto has become more important with the estimated £5.5trillion passing through generations over the next 30 years. Estgro Pro helps the advisor take advantage of engaging with the next generation by providing key data to facilitate conversations and relationship building prior to their current client passing on their wealth.   

Estate planning is in the headlines, with more estates coming into scope of Inheritance Tax, and assisting clients in efficiently passing on their wealth as they wish to should be a priority for financial advisors. Estgro aids advisors in maximising the benefit to clients’ families and loved ones and minimises their taxation exposure.    

Pippa Shepherd, COO of Estgro Ltd, comments:-  

 

“Estate planning can be complicated, and training is normally needed to provide complex advice – especially around taxation.  With the introduction of Estgro Pro, advisors can have the best of both worlds.  By offering estate planning through Estgro, they can provide the solution to their clients and assist in their consumer duty obligations, whilst at the same time, receive vital data back to protect their portfolio for the future. 

The advisor is in control at all times.  They choose their estate planning team, they see the progress of the work and can communicate directly with the provider in a secure, fully digital platform.   

David Newick, CEO and founder of Estgro explains the idea behind developing Estgro  

 

“Estgro’s journey began with a vision – we want to transform the way the world manages estate planning and inheritance.  Dying is a painful subject, but planning for it shouldn’t be.  I believe we will achieve this with Estgro.  We are wholly committed to understanding how technology can improve the inheritance landscape and all of the processes that come with estate planning.  ” 

Available now, advisors can begin a 90-day FREE trial to discover the benefits for themselves with prices after the trial starting from just £29 + VAT per month.   

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