The only estate planning tool for Financial Advisors with a nationwide network of attorneys built-in, for ~ $1/day:
Risk-free
estate planning
Help your clients protect their
wealth and their legacy, without
ever worrying about legal troubles.
A simple tool that helps you organize your clients’ financial life, while getting to know the next generation, and netting advisors an average of $400k in new AUM per estate plan.
You take control. They’ll take the risk.
Estate Guru uses a network of licensed attorneys practicing law right within the software.
So you don’t even give the appearance of practicing law.
And you want to know what’s even better?
Each lawyer is state-specific
Estate Guru automatically passes special cases off to them based on your client’s answers
You and your clients get to choose which lawyer handles their estate plan
So you can be paid for a non-legal role in estate planning - free of liability. In fact, most of their advisors charge a $500-1,000 fee for each plan.
That means…
You’re paid up-front
You avoid legal risk
You add an average of $400k in AUM
10 Reasons to Choose Estate Guru
“Our Financial Advisors average $400k in new AUM per estate plan”
That’s a quote from Chris.
He’s a big-wig at Estate Guru.
And he dropped that bomb off-handedly in a conversation we were having the other day.
We knew Estate Guru was a good prospecting tool when we started partnership talks -- but that fact really put us over the edge.
So we started digging…
And found our three favorite prospecting strategies using their software.
We hope you like ‘em:
Unlimited Powers of Attorney
This is, hands-down, our favorite prospecting strategy.
Something you (and almost all of your prospects) might not have known:
If your adult child heads off to college and finds themself in the hospital - their doctor is unable to share their health information with you unless you have Power of Attorney.
Worse yet?
If your kid is unable to make their own medical decisions, you’ll have to go to court and petition for Guardianship or Temporary Power of Attorney.
An emotionally- and financially-taxing process to go through, while all you want to do is be there for your child.
That’s why Estate Guru offers its users unlimited Powers of Attorney.
Enabling you to reach out to prospects with a small but powerful offer that gives them peace of mind - at no cost to you.
Uncover Held-Away Assets
You wanna know how their advisors hit that $400k in new AUM?
By uncovering a host of hidden assets.
This works wonderfully for new clients and existing ones (who doesn’t love a two-fer?)
Conversations around legacy and inheritance push clients and prospects to consider all their assets holistically - who gets the beach house? the Banksy they forgot they purchased? the family pet?
They go beyond simply telling you about investments and income.
But why does this happen?
By offering such a high-value, low-resistance solution (super simple estate planning) to your prospects, you quickly graduate from “just another salesman” to “trusted advisor” status.
They see that your priority is to protect their wealth, not just to manage it.
And that gives them confidence in you as an advisor.
But here’s the catch.
You NEED to genuinely care.
Estate Guru only wants to work with Financial Advisors who see themselves as stewards of their clients’ financial wellbeing and legacy.
Does that sound like you?
Protect Generational Wealth
No family is perfect.
But most folks don’t understand how that may impact their wealth after they’re gone.
For some, their kid’s spouse has a gambling problem.
Or they have a child that struggles with addiction.
Or their wife’s name isn’t on the house (and maybe they like it that way) but it’ll cause havoc if they pass unexpectedly.
These are the important conversations to have around your client’s financial plan.
They help you create a deeper connection with them, protect the wealth that they’ve built, and even build stronger relationships with their entire family.
Estate Guru helps you have these conversations, while ensuring every asset is protected, and removing you from any potential legal trouble.
“
I have been using Estate Guru for a few months now. I believe that by helping my clients finally get their plans in place, I am creating a relationship with my clients that will last a lifetime. I am a raving fan!
Darin B.
Financial Advisor
”
Clients will pass down $84 TRILLION in wealth to their kids between now and 2045*
And 80% of those kids will fire their parents Financial Advisor…**
Your heart jumps into your throat.
You can’t breathe.
What started as a regular scroll through Facebook turned sour.
The post…
Joe Beckett:
It took a while to build up the strength to share this, and I do so with a heavy heart, but my father Joe passed away a couple weeks ago.
- Carrie Beckett
Your mind races.
Joe passed away? A couple weeks ago? He was my favorite client. Why am I just learning about this now? And from Facebook!?
It’s because you aren’t part of the Beckett’s plan anymore.
Joe’s kids don’t know you.
They don’t trust you.
They’re moving on.
And this is happening to 80% of Financial Advisors across America.
That’s why we partnered with Estate Guru. To bring you an in-house Estate Planning tool that not only protects your clients’ hard-earned wealth, but helps you develop a deeper connection with their entire family.
(Oh yah, and it’s one hell of a prospecting tool)
* National Association of Plan Advisors
** WealthManagement.com
Their Process
Create
Maintain
Share
Settle
Their Solutions
✓ Last Will & Testaments
✓ Healthcare Directives
✓ Powers of Attorney
✓ Funding Guide
✓ Living Trusts
✓ Special Needs Trusts
✓ Blended Families
✓ Settlement Services
This sounds amazing, but how much does it cost?
Solo / Small Team
$39 / mo
or
$375 / year*
✓ User Portal
✓ Advisory Account
✓ Smart Start Program
✓ Phone/Email Support
✓ Attorney Network Access
✓ Advisory Resource Center
✓ Unlimited Powers of Attorney
✓ Simple, step-by-step Estate Planning
✓ Easily maintain & update Estate Plans
✓ Documents tailored to your clients’ needs
* Sample Documents available at additional charge.
Enterprise
Unlimited
Potential
Everything in the Team plan +
✓ Unlimited Users
✓ Volume Discounts
✓ User/Seat Management
✓ White-label Solutions**
** Additional fees may apply