Online Services to Help Your Clients Navigate the Estate Process
Digital Life and Estate Data Management Platform
Users can organize their entire estate in one place, making it easy to pass it on to their beneficiaries.
Inheritance Advance for Immediate Liquidity Needs
Have you had clients who were frustrated with how long probate takes? This service gets inheritance money to those who need it now, in as little as 24 hours.
Automated Deceased Account Notifications
This tool makes a large portion of the executor’s duties much easier through proprietary software.
Simply fill out the form and we will contact you to review our partner programs.
The Estate Registry is dedicated to making it easier for people to get through the estate process—everything from helping executors manage accounts more efficiently to helping beneficiaries get their inheritance funds faster. Streamline your processes and create new revenue streams for your business by partnering with The Estate Registry
Retirement and pension plans are essential for ensuring participants’ financial security later in life — but what happens beyond retirement, or after a participant passes away?
Too often, families are left unprepared to handle the estate, facing stress, confusion, and unnecessary delays. As a plan administrator, you have the opportunity to offer more than just financial stability. By introducing participants to The Estate Registry’s digital estate planning platform, you can help them protect their families, secure their legacy, and achieve true peace of mind.
Life insurance is a cornerstone of financial protection for families — but is it enough to safeguard a client’s entire legacy? Too often, families still face stress, confusion, and costly delays when it’s time to settle a loved one’s estate.
Insurance companies have a unique opportunity to go beyond the policy payout. By offering access to The Estate Registry (TER) — a digital estate planning platform and suite of solutions — you can help policyholders organize their estate plans, protect their legacy, and fully support their loved ones when it matters most.
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.
Partnering with The Estate Registry will help build long-term meaningful relationships with your clients, strengthening your reputation for service. Fill out the form to get started today.