Relevant client enquiries
Receive enquiries from people looking for help with Wills, Trusts, LPAs, tax planning, probate and later life advice.
For advisors
Connect With People Looking For Estate Planning Advice
Create your advisor account and view enquiries from people actively looking for help with Wills, Trusts, LPAs, Inheritance Tax planning, Equity Release, probate and later life planning.
View client enquiries
Advisor portal access
Only pay for leads you want
Advisor account
Join The Estate Advice Group Advisor Network
Create your account and access a platform built to connect estate planning professionals with people looking for specialist advice.
How it works
- Create your accountRegister as an advisor and add your core details.
- Set your profileTell us the areas you cover and the services you provide.
- Browse client enquiriesReview enquiries before deciding which opportunities interest you.
Advisor portal
Grow Your Estate Planning Client Base
Register and browse active client enquiries. View opportunities relevant to your services, location and specialism, then purchase only the leads you want to contact.
Simple portal access
Manage opportunities through the portal with clear enquiry information and lead details.
Premium positioning
Be part of a guided alternative to generic directories and broad comparison sites.