Adding EstateLogic to your practice is easy, fast, and effective.

Easy. No need to spend hours learning a new process.
EstateLogic is a relationship marketing approach that builds on your routine client interactions. Whether you collaborate with your client, or simply coach them, address your client’s estate and legacy organization needs in an efficient and effective way that will bring real business results.

Fast. Activation takes minutes. There’s minimal information needed to get started. Once received, we’ll send you credentials to access our stable of turn-key marketing tools and templates online.

Effective. Designed by professionals. Used by professionals just like you.
Influenced by a nationally known CFP®, EstateLogic drives meaningful results through the combination of your advice, your client’s input, and technology.

Are you ready to take your practice to a new level?

Contact us today at 866.645.6051, Ext. 4
or send us an email.