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description=Estately helps financial advisors grow their business, secure their client’s legacies, and uncover new assets.;

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deliver estate planning to every client in house estately solutions estate planning documents business growth platform estately estately counsel blog client login advisor login book a demo secure their legacy grow your business generate a new line of revenue with estately the most trusted provider of online estate planning documents book a demo trusted by manage client estates to capture additional revenue capture key prospects from estate planning documents help your clients organize and manage their estates efficiently while positioning yourself as their go to advisor for all wealth related matters by offering estate planning you can increase assets under management and capture additional revenue identify gaps in assets under management estate planning documents provide crucial insights into your clients financial situation and future needs identify new investment opportunities ensure proper asset allocation and strengthen client relationships by proactively addressing their estate planning concerns establish relationships with heirs to avoid lost revenue gain visibility into assets that may be held outside of your advisory firm by reviewing estate planning documents you can identify unmanaged accounts consolidate assets and ensure your clients portfolios are structured for long term success leading provider of estate planning documents 1 4 m wills created 4 8 5 on trustpilot 50 states washington d c coverage how estately works the financial advisor s estate planning platform create or import an estate plan draft new estate plans for your clients or import existing documents that need to be updated or revised visualize your client s estate with ai draft new estate plans for your clients or import existing documents that need to be updated or revised uncover new assets estately suggests common assets missing from an estate plan to help advisors identify additional opportunities generate warm referrals contacts named in estate planning documents are flagged by estately so advisors can ensure their client s estate is taken care of through the next generation help with deed transfers contacts named in estate planning documents are flagged by estately so advisors can ensure their client s estate is taken care of through the next generation estately is one of those tools that feels almost too good to be true it strengthens client relationships brings in new business and sets you apart as someone who really cares marcus williams financial advisor oneamerica satisfying to feel like all of the boxes are being taken care of for our clients ryan benson financial planner independent financial planning we ve received amazing client feedback this is a great value add for us matt mulcock ceo dentist advisors book a demo learn how estately enables you to help any client create an estate plan easily and cost effectively platform estately estately counsel resources blog ai summary 2026 estately by freewill all rights reserved estately by freewill all rights reserved estately by freewill is a brand name of freewill co copyright freewill co a delaware public benefit corporation all rights reserved freewill offers online self help solutions for common estate planning needs and related educational content estate planning may implicate both state and federal laws and estate planning needs will differ based on personal circumstance and applicable law freewill is not a law firm and its services are not substitutes for an attorney s advice the information here is provided for educational purposes only and is not intended to provide and should not be construed as providing legal or tax advice this information is general in nature and is not intended to serve as the primary or sole basis for investment or tax planning decisions use of freewill s services is subject to the terms of service privacy notice