Offering EstateLogic to your clients is easy, fast, and effective.

Easy. No need to spend hours learning a new process.
EstateLogic is a practice management approach that builds on your routine client interactions. Whether you collaborate with your client, or simply coach them, address your client’s unmet estate and legacy organization needs in an efficient and effective way. EstateLogic prompts you and your client through all the requisite areas, so you can feel confident without spending hours to learn a new process.

Fast. Partner activation takes as little as 1 day. There’s minimal information needed to get started. Once received, we’ll send you credentials for your advisor-only Partner Account. Login to access our templates to immediately begin speaking with clients about why it’s smart to use EstateLogic. By doing so, you’ll be on your way to securing both short and long-term benefits for your practice.

Effective. Designed by a financial advisor. Used by financial advisors 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. It solves for real-world situations that executors and estate holders face. Each day, more and more advisors and their clients are discovering why using EstateLogic is the smart way to organize an estate.

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

Contact us today at 866.645.6051, Ext. 5
or send us an email.