As a wealth manager, your role goes beyond growing and preserving assets — it’s about ensuring your clients’ hard-earned wealth supports their loved ones even after they’re gone. Unfortunately, without proper estate planning, even the best financial strategies can be undermined by family disputes, probate delays, and unnecessary costs.
That’s where The Estate Registry (TER) comes in. By introducing clients to TER, you help ensure their wishes are honored, their legacy is protected, and their loved ones are spared unnecessary stress.
What Is The Estate Registry?
The Estate Registry is a secure, digital estate planning platform that provides a suite of solutions designed to simplify and modernize estate management. Its three integrated products work together to help families organize, protect, and transfer wealth efficiently:
- LegacyNOW: A digital vault for securely storing and organizing wills, deeds, insurance policies, account details, and final wishes — accessible when needed.
- NotifyNOW: An automated notification system that alerts creditors, utilities, and service providers of a client’s passing, minimizing delays, costs, and confusion.
- InheritNOW: A compassionate advance option that provides beneficiaries with early access to part of their inheritance while the estate is in probate.
Together, this digital platform ensures the estate settlement process is clear, efficient, and aligned with your client’s intentions — making it a natural complement to the financial plan you’ve created with them.
How The Estate Registry Protects Client Wealth
Even with careful planning, disorganized records or unclear instructions can result in unnecessary taxes, fees, and legal disputes. The Estate Registry helps clients avoid these pitfalls by:
- Centralizing estate information in one secure, accessible platform.
- Minimizing confusion among heirs, reducing potential conflicts.
- Preserving more wealth by preventing costly administrative delays and missteps.
By streamlining settlement, The Estate Registry ensures that assets reach the intended beneficiaries without avoidable losses.
Why Recommend Digital Estate Planning to Your Clients?
Recommending digital estate planning solutions shows clients you care about more than portfolio performance — you care about the entire legacy they’re leaving behind.
By introducing The Estate Registry, you can:
- Build trust by addressing a sensitive but crucial aspect of planning.
- Strengthen ties with the next generation, who see you as their ally in protecting what’s theirs.
- Differentiate your practice by offering a modern, value-added estate planning solution.
These benefits deepen your client relationships and reinforce your role as a forward-thinking advisor.
How to Introduce The Estate Registry in Your Practice
Legacy planning conversations can feel challenging, but The Estate Registry makes them easier. Incorporate it into annual reviews or estate planning discussions as a straightforward, digital solution that safeguards the plans you’ve created together.
The Estate Registry also provides advisor resources and client-friendly materials to help start the conversation.
Protect What You’ve Built Together
Your clients trust you to secure their future. That responsibility doesn’t end with investment performance — it includes ensuring their wealth benefits the people they care about most.
Partner with The Estate Registry to help your clients protect their legacy.
Email us today at Info@estate-registry.com to learn how TER’s digital platform can support your practice and your clients.