Estate Mentors
For Professional Advisor Partners
Estate Mentors platform informs financial professionals and partners on marketing. All to close more business and provide
great estate planning documents that save time, money, and complexity for your clients.
As financial advisors, the state of your client’s estate plan is critical to your job. We offer a tool that gives you better
information on the components of your client’s lives that will directly affect their financial state. Our quarterly check-ups and
analytics will keep you informed on your client’s current situation and needs. Better manage your customer relations with
Estate Mentors. We provide an easier way for financial advisors to:
Prospects Generated
Discover how we can fill your calendar with prospects ready to discuss estate planning through our partnership with UpCounsel.
Collaboration with Hundreds of Attorneys
Attorneys provide expert legal insights and guidance, enhancing the planning process. We have access to hundreds of attorneys.
Protected Territories
Building Relationships with the Next Generation
Attorneys provide expert legal insights and guidance, enhancing the planning process. We have access to hundreds of attorneys.
Turnkey Appointments
Maintaining Control of Client's Experience
Attorneys provide expert legal insights and guidance, enhancing the planning process. We have access to hundreds of attorneys.
Instant Infrastructure
Enjoy a 100% done-for-you solution; no need to invest in technology or hire new.
- Seamlessly integrate an independent law firm into your financial planning practice.
- Complete and sign attorney-approved estate planning documents for clients in your office, in just 30 minutes.
- Discover lazy or underperforming assets currently owned by your client.
- Stay informed of changes that occur in your client’s life to ensure your role as their most trusted advisor.
- Identify and have a reason to reach out to key stakeholders in your client’s estate plan – the individuals that make up your client’s most trusted inner circle.
- Guarantee that you are notified immediately upon the death of each and every client so you can assist with the transfer of wealth from one generation to the next.
