Why should financial advisors offer an online estate planning suite to clients? Here are a few key reasons to consider offering this valuable tool from LifeLegacy:
Most Clients Still Need a Plan: Over 70% of your clients likely don’t have an estate plan in place. That’s a massive opportunity to add real value.
Elevate Your Role: Offer a white-labeled online estate planning suite and position yourself as a true, full-spectrum advisor—supporting your clients’ wealth and their legacy.
Simplify Your Workflow: Our turnkey, 50-state compliant platform minimizes administrative lift and gives you real-time visibility into client progress—so you can spend more time advising, not managing paperwork.
Strengthen Client Loyalty: Helping clients protect what matters most builds trust, deepens relationships, and keeps you top-of-mind for generations.
Future-Ready Tools: Stand out with modern, digital-first estate planning solutions that align with today’s client expectations and tomorrow’s tech standards.
Smart Economics: Our affordable subscription pricing is up to 25% less than other online estate planning tools—helping you expand your offering without breaking your budget.
Empowering Financial Advisors with Online Estate Planning: A Win-Win for Clients and Advisors
In today’s competitive financial landscape, the demand for digital solutions continues to grow—and estate planning is no exception. As a financial advisor, offering online estate planning can not only add value to your service portfolio but also enhance client engagement and retention, setting you apart from the competition. Advisors have a unique opportunity to take a more holistic approach to their advisory practice and help clients complement traditional financial products with a simple estate planning platform.
Streamlined Processes and Enhanced Client Experience
Online estate planning platforms have revolutionized how wills, trusts, and other legacy documents are created, reviewed, and updated. By integrating LifeLegacy’s digital solution into your advisory services, you eliminate the traditional bottlenecks associated with paper-based processes. Clients can easily access their documents from anywhere, make timely updates, and ensure their wishes are accurately reflected without the usual delays. And you have client activity information at your fingertips via our custom dashboard.
A seamless digital experience translates to fewer errors, quicker turnaround times, and ultimately, happier clients who feel more secure knowing that their legacy planning is in good hands.
Cost-Effective Added Value
One of the most significant advantages of adopting LifeLegacy’s online estate planning solution is the cost-effectiveness it brings to your practice. Our easy-to-use, step-by-step white-labeled platform enhances your personal brand while offering you either:
Platinum Plan: An annual private-labeled subscription is just $2,999/yr. Payable monthly at $250/mo (25% less than other estate planning subscriptions for advisors) for an unlimited number of complementary estate plans for clients.
Gold Plan: Offer clients your private-branded estate planning platform for a $119 one-time fee per estate plan.
Providing a value-added service that can differentiate your practice in a crowded marketplace can be affordable!
Strengthening Client Relationships and Expanding Your Advisory Role
Estate planning is inherently personal. Clients often appreciate a proactive approach when it comes to safeguarding their family’s future and ensuring their legacy endures. By offering online estate planning services, you open the door to deeper, more meaningful conversations with your clients about their long-term goals and aspirations.
When clients see the tangible benefits of a modern, user-friendly platform, they are more likely to involve you in other areas of their financial planning—ultimately expanding your role as their trusted advisor.
Staying Ahead in a Digital Age
The shift toward digital solutions in financial services is both inevitable and beneficial. Financial advisors who adopt online estate planning can stay ahead of the curve by offering innovative, tech-forward solutions that meet modern client expectations. In a market where legacy planning and digital convenience are becoming synonymous with quality service, integrating an online platform into your offerings is not just an upgrade—it’s a strategic move to future-proof your advisory practice.
Furthermore, LifeLegacy’s affordable, well-supported digital estate planning solution ensures you are not only keeping up with industry trends but also offering superior value to your clients.
Conclusion
The benefits of online estate planning for financial advisors are clear: streamlined processes, enhanced client experiences, cost savings, and strengthened relationships. By adopting LifeLegacy’s digital estate planning suite, you can provide clients with a secure, accessible, and efficient way to manage their legacy planning. Moreover, with competitive subscription costs and robust support, LifeLegacy empowers advisors to expand their service offerings while maintaining high standards of care.
As the industry continues to evolve, integrating online estate planning into your practice is an essential step toward a more innovative, client-centric future. Embrace the digital revolution in estate planning, and watch as your advisory services transform to meet the demands of your clients.
