GIVE YOUR CLIENTS A
BETTER PLAN

Go beyond the traditional service offering.
Fill the gaps in your clients’ life, disability, and end-of-life plans.

Innovate

Giving you solutions to meet today’s challenges

Our lives have changed. Items once kept in boxes are now stored online, often behind secure login names and passwords. We have more information, in more places, than ever before. Planning providers haven’t kept up, putting clients’ assets at extraordinary risk after disability or death. Achieve a new level of best practices. Become an Estate Map Partner.

Offer

Clients benefit. You benefit. Simple.

With a simple referral, you become an indispensible planning resource to your clients.We start by offering all Estate Map Partners 20% off first-year subscription prices – but it doesn’t stop there. The more you share Estate Map, the higher the discount:

  • 1+ new users per month gets you 20% off
  • 5+ new users per month and we’ll increase it to 30%
  • 10+ new users per month, and we’ll increase it to 40%

We even offer you opportunities to keep in touch with clients long after they’ve left your office – but in a meaningful way that extends your service offering.

Getting started is simple. And right now, it’s free. Simply contact us to get you your own personalized promo code and you’ll be on your way to giving your clients better peace of mind – at a discount!

Modernize

A next-generation tool for enhancing client relationships

Now you can easily offer practical, broad, 21st century solutions to your clients, engaging them in a broader conversation using easy online tools.

Help clients explore a broader planning conversation.

Engage clients in ongoing planning even after they leave your office.

Gain inroads to the next generation by offering next generation tools.

Begin

So what are you waiting for?

If you want to give your clients improved tools and improved peace of mind, let’s get started! There’s no obligation and no long-term contract. Drop us a line and we’ll get you on your way.