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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Estate Planning Made Simple

Estately Helps Financial Advisors

Offer estate planning in-house to every client

Deliver comprehensive estate planning solutions for clients of all asset levels and remain involved when an attorney is needed.

Unlock a new line of revenue

Charge your clients for estate planning or add value to your existing services with expanded offerings to ensure client retention.

Access a nationwide attorney network

Gain access to a network with established estate planning attorneys in all fifty states to make sure every client is covered.

Deepen client relationships

Strengthen your client relationships by managing their estate plan. Connect with the next generation to ensure their legacy is secure.

Take Estately’s AI for a test drive

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

See it in action

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."