Estate Planning & Client Data Connectivity Software
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.
Harness the Power of Sales Enablement
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.
Benefits of Estate Studio for Professionals
Enhanced Client 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.
Streamlined Workflows
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.
Increased Referrals and Retention
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.
Get Started with Estate Studio
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.
Our Clients ❤️ Estate.Studio
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
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