Benefits to Financial Advisors

You don’t have to become an estate planning expert to use EstateLogic with clients. Its efficiency and flexibility make it a tool that can be used with the majority of your client base. With built in prompts to cover all the right areas, you can focus on broadening your trusted advisory and planning role, expanding your practice, and solidifying your value as their beyond-the-finances family wealth coach.

Financial Advisors can partner with Executor’s Resource to use EstateLogic with clients. Doing so brings both short and long-term benefits:

• Reinforce your position as the go-to resource for your clients and their families
• Grow and secure current assets under management
• Create a new “touch point” with next generation customers
• Acquire new customers
• Diversify your service offering

Executor’s Resource delivers all of the information needed for you and your clients to use EstateLogic. Our separate, advisor only Partner Account provides actionable, easy to implement ways to use EstateLogic to drive high impact results for your practice.

As a Partner, you’ll receive the following benefits, among others:

• Discounted subscription rates to purchase EstateLogic for or offer to clients and prospects,
• Opportunity to co-brand EstateLogic with your photo, logo, and personal message,
• Online, personalized Partner Account to access practice management tools and reporting to make the most of your EstateLogic offering,
• Customer Service support for yourself and your clients, and
• Referrals to prospects who are interested in using EstateLogic with a financial professional.

Whether you are an independent practitioner or are part of a larger financial services institution, EstateLogic is the smart way to take your offering to the next level.

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