Estate Advice Group

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Create your professional account to manage enquiries and opportunities.

For professionals

Create your professional account

This registration is for estate planning advisors and firms who want to access the Estate Advice Group portal and review suitable client enquiries for Wills, Trusts, LPAs, Inheritance Tax planning, Equity Release, probate and later life advice.

Full name

Professional email address

Location

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I confirm I am registering as an estate planning advisor or firm and agree to use the platform in line with Estate Advice Group's Advisor Terms. I agree to the Terms of Service and understand that professional account access is subject to approval, eligibility and platform rules.

Advisor accounts are subject to approval. You are responsible for providing accurate information about your services, authorisations, qualifications and the areas of advice you offer.

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