The end of the year can feel like the slowest season for business and the most difficult time to capture your clients' attention. Offering estate planning can help fix that! Download our free guide to learn more. #estateplanning #financialadvisor
Estate Guru
金融服务
Provo，Utah 643 位关注者
Attorney-embedded estate planning software made for advisors, lawyers, and institutions
关于我们
Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys. Our network of attorneys across the nation create, review, and approve documents for every estate plan. Join the thousands of advisors leveraging Estate Guru to provide tailored estate plans, capture more AUM, connect with the next generation of clients, and streamline their estate planning process with one legally sound solution.
- 网站
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https://estateguru.com
Estate Guru 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Provo，Utah
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Estate Planning、Wills、Revocable Living Trusts、Powers of Attorney、Estate Settlement、Estate Planning Software、Automation、Document Creation、Living Wills、Healthcare Powers of Attorney、Financial Powers of Attorney和Asset Funding
地点
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主要
获取路线
400 S University Ave
US，Utah，Provo，84601
Estate Guru 员工
动态
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Looking for a tech solution to streamline estate planning and add more value to your advisory practice? Join us today for a demo at AdviceTechLive: https://rb.gy/xyhrw0 Asset-Map #fintech #financialadvisor
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Advisors, today is the day! Don’t miss out on the latest tech innovations in the advisory space.
Advisors, are you looking for the latest tech to help elevate your practice? Join us and other FinTech innovators at one of the largest virtual financial advisor tech events hosted by Asset-Map. Register for free: https://rb.gy/xyhrw0 #Fintech #FinancialAdvisor
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Advisors, are you looking for the latest tech to help elevate your practice? Join us and other FinTech innovators at one of the largest virtual financial advisor tech events hosted by Asset-Map. Register for free: https://rb.gy/xyhrw0 #Fintech #FinancialAdvisor
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Navigating estate planning can be quite an undertaking for financial advisors. In such a competitive market, what really sets you apart isn't just the ability to provide financial guidance—it's your knack for engaging new clients and creating valuable, long-lasting relationships that span generations. Here’s how #estateplanning can help you do it.
How to Engage New Clients with Estate Planning
estateguru.com
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Advisors, are you looking to stand out in a crowded market and secure new clients that actually stick around? Download the free guide to learn 4 ways to do it with estate planning. #estateplanning #advisors
The Guide to Growing your Client Base with Estate Planning
estateguru.com
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Most estate planning software solutions don't offer an A/B Trust, but we do! Here's what you need to know about it:
What are A/B Trusts and do you need one? Here's what you need to know. #estateplanning #trusts
A/B Trusts: What You Need to Know
estateguru.com
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Estate Guru 转发了
Advisors, are you trying to engage new clients and connect with the next generation? #estateplanning can help you do it.
How to Engage New Clients with Estate Planning
estateguru.com
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Sensitive topics like disinheriting a child are why it's important to have a real attorney involved in your estate plan—and also why our platform is 100% attorney-connected. #estateplanning #estateguru
Disinheriting a Child in Your Estate Plan
estateguru.com
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Most married folks believe in three things: love, shared Spotify playlists, and joint bank accounts—but what about a Married Separate Trust? #estateplanning
6 Reasons You Need a Married Separate Trust
estateguru.com