Secure their legacy.
Grow your business.

Be the one-stop-shop for your clients and generate a new line revenue with Estately, the financial advisor’s estate planning platform.

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Manage client estates to capture additional revenue

Capture key prospects from estate planning documents

Help your clients organize and manage their estates efficiently while positioning yourself as their go-to advisor for all wealth-related matters. By offering estate planning, you can increase assets under management and capture additional revenue.

Identify gaps in assets under management

Estate planning documents provide crucial insights into your clients' financial situation and future needs. Identify new investment opportunities, ensure proper asset allocation, and strengthen client relationships by proactively addressing their estate planning concerns.

Establish relationships with heirs to avoid lost revenue

Gain visibility into assets that may be held outside of your advisory firm. By reviewing estate planning documents, you can identify unmanaged accounts, consolidate assets, and ensure your clients’ portfolios are structured for long-term success.

Take Estately’s AI for a test drive

Import an existing estate plan and generate a visual summary in seconds.

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How Estately Works

The financial advisor’s  estate planning platform

Create or import an estate plan

Draft new estate plans for your clients or import existing documents that need to be updated or revised.

Visualize your client’s estate with AI

Draft new estate plans for your clients or import existing documents that need to be updated or revised.

Uncover new assets

Estately suggests common assets missing from an estate plan to help advisors identify additional opportunities.

Generate warm referrals

Contacts named in estate planning documents are flagged by Estately so advisors can ensure their client’s estate is taken care of through the next generation.

Help with deed transfers

Contacts named in estate planning documents are flagged by Estately so advisors can ensure their client’s estate is taken care of through the next generation.

"Estately is one of those tools that feels almost too good to be true. It strengthens client relationships, brings in new business, and sets you apart as someone who really cares."