Estately

Keep Estate Planning In-House. Keep Your Clients Close. Every time you refer a client to an outside attorney, you're handing over control—and potentially your client relationship. Those referrals mean lost revenue, weaker client bonds, and zero visibility into critical planning decisions. With Estately, you can: ✅ Handle estate planning directly without the law degree ✅ Stop losing $3-5K per client in planning fees to outside attorneys ✅ Maintain control of the client relationship from start to finish ✅ Access attorney support when you need it—not as your only option ✅ Complete simple estate plans in hours, not weeks Your clients trust you with their financial future. Why send them elsewhere for estate planning? Estately empowers financial professionals to deliver complete wealth management under one roof. 👉 Book a demo today

Turn Estate Planning Into Your Next Revenue Stream. You're already managing wealth. You're already planning futures. But you're leaving serious money on the table by not offering estate planning. The average estate plan generates $3,000-$5,000 in immediate revenue—multiply that by your client base. With Estately, you can: ✅ Add a new profitable service line with zero overhead ✅ Generate immediate revenue from your existing book ✅ Increase client lifetime value by 20-30% ✅ Create recurring revenue through plan updates and maintenance ✅ Bundle estate planning to justify higher AUM fees Estate planning isn't just good for clients—it's great for business. Join the financial and insurance professionals who are turning a compliance checkbox into a profit center. 👉 Book a demo today

In-house estate planning for financial professionals.

$1.5 Million in 12 Months. That’s the ROI Retirement Fundamentals generated after adding estate planning as a core service using Estately. How? By turning estate planning seminars into a scalable lead engine — and using Estately’s user-friendly platform to deliver attorney-grade plans clients can update for life. ➜ 60–80 estate plans per month ➜ 80% close rate ➜ Massive downstream revenue from AUM, annuities, life insurance, and more Estate planning isn't just a value-add anymore. For top firms, it’s a growth channel. Download the case study.

$1.5 Million in 12 Months. That’s the ROI Retirement Fundamentals generated after adding estate planning as a core service using Estately. How? By turning estate planning seminars into a scalable lead engine — and using Estately’s user-friendly platform to deliver attorney-grade plans clients can update for life. ➜ 60–80 estate plans per month ➜ 80% close rate ➜ Massive downstream revenue from AUM, annuities, life insurance, and more Estate planning isn't just a value-add anymore. For top firms, it’s a growth channel. Download the case study.

Want more productive estate planning meetings — and fewer follow-up emails? Give your clients our Estate Planning Checklist, designed to help them walk into the conversation fully prepared. It includes everything they need to: 📄 Organize essential documents 👨👩👧 Identify key decision-makers 🏠 Clarify assets 💬 Think through wishes before meeting with you Advisors using Estately are sharing this with clients to streamline the planning process and deliver a smoother, more professional experience. Get your checklist now.