Benefits to Financial Advisors

You don’t have to become an estate planning expert to use EstateLogic with clients. With our customizable relationship marketing templates, you can focus on broadening your trusted advisory and planning role, expanding your practice, and solidifying your value to clients and prospects.

Partnering with Executor’s Resource brings both short and long-term benefits:

• Grow and secure current assets under management
• Build a bridge to next generation customers
• Identify cross-sales opportunities
• Acquire new customers
• Diversify your service offering

We deliver all of the information needed for you and your clients to use EstateLogic.

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

• Discounted EstateLogic subscription rates,
• Co-branding opportunities,
• A full compliment of client-ready relationship marketing and educational templates,
• 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.