In the competitive world of estate planning, standing out and capturing new business is crucial. Estate Studio is here to revolutionize your approach, providing the tools to attract, engage, and retain clients like never before.
Estate Studio isn’t just about streamlining your workflow; it’s about supercharging your sales strategy. Our platform offers a powerful lead magnet that helps prospective clients assess their estate planning risk. This initial engagement opens the door to deeper conversations and long-term relationships.
By offering continuous access to their digital estate, you maintain an ongoing relationship with your clients, positioning yourself as a trusted advisor who is always there to support them.
Estate Studio automates client risk assessments and simplifies data management, saving you time and reducing the risk of errors. This efficiency allows you to focus on providing personalized, high-value services.
Happy, well-informed clients are more likely to refer friends and family to your practice. Plus, the ongoing engagement through the client portal ensures that you remain top-of-mind for their estate planning needs.
Transform your estate planning practice today. Experience the power of sales enablement with Estate Studio. Sign up now for a free trial and see how our platform can help you attract new leads, re-engage former clients, and provide exceptional value to your clients.
For those who were lucky enough to participate in our beta testing over the past few months – they had a few kind words to say
Owner
The AI insights has been a game changer. Having this information before I prepare for a discovery call has meant I'm far more efficient and can have a more meaningful conversation with potential clients
Attorney
The whole team are using Estate.Studio and it's proving to be a valuable asset. The ability to collaborate with clients and their professional contacts has been extremely refreshing.
Founder
Hunter & Tom had explained how Estate.Studio would be able to improve conversions within the practice, initially I was skeptical but they've proven to be right. It's been extremely benefical to our existing campaigns.
Marketing Manager
Initially I was sceptical and refused to take a demo but one of our team had a demo with Tom and it's now critical to how we onboard new clients. Highly recommended
Founder
I met the founder of Estate.Studio at Heckerling - once he showed me the platform he asked me to give it a go in our estate planning practice for a few months. It's been fantastic - our clients have loved using it.
Attorney
Their RateMyEstate assessment is wonderful - to have insights delivered like this is so valuable. I can't recommend it enough
Attorney
We're saving at least 12 hours a month using Estate.Studio. I'm spending more time with my family which I really value
Attorney
Our clients love the instant report they receive. It makes them feel valued but also provides a real sense of understanding their situation
Founder
Very impressive! We've been using Estate.Studio for the past 2 months and the team are constantly looking for feedback to produce a better product.
Founder
Estate.Studio is a comprehensive estate planning software tailored for professionals in the industry, such as estate planning attorneys, financial advisors, and other related experts. It streamlines the process of collecting and organizing client information, reducing manual tasks and improving efficiency. The platform enables professionals to collaborate seamlessly with clients, providing secure, digital storage for essential documents, detailed assessments, and real-time access to vital estate planning data.
The RateMyEstate Assessment is a tool offered by Estate.Studio to evaluate your estate planning needs.
It provides a comprehensive report that highlights areas for improvement and offers actionable steps to enhance your estate's health.
As an estate planner you’ll get insights into 150 data points before a discovery call takes place.
You can find an example of the RateMyEstate Assessment here
With access to clients documents 24/7 - you’ll be able to collaborate with them and other professionals seamlessly - Watch our video guide here.
Estate.Studio is perfect for estate planning professionals across various industries:
Estate Planning Attorneys: Streamline the client discovery process, gather comprehensive estate data efficiently, and ensure seamless document collaboration for more precise recommendations.
Financial Advisors: Access a holistic view of client estates to provide more tailored investment strategies and align them with the client's financial goals.
Tax Professionals: Understand client estates in detail to deliver accurate tax planning advice and minimize tax liabilities.
Insurance Specialists: Easily identify gaps in coverage and offer insurance solutions that align with each client’s estate planning needs.
Estate.Studio simplifies workflows, enhances communication, and strengthens client relationships, enabling each professional to deliver exceptional, comprehensive estate services while minimizing administrative burdens.
Hub by Estate.Studio is an exclusive directory for estate planning professionals.
It's been eye-opening - initially we thought we weren't wasting a great deal of time. Yet after a few weeks we're now saving anywhere between 1-2 hours per day per attorney