Retain and Grow Your Book with JIC Estates

Learn how the #1 rated estate planning platform helps you grow your business

  • Financial advisor expanding her holistic offering

    Expand your holistic offering

    Differentiate your practice with high caliber, visual estate planning

  • Financial advisor creating cross generation connection

    Build multi-generational connections

    Death of a client is the #1 driver of account outflows. Leverage our visual platform to identify and connect with key beneficiaries

  • Financial advisor referral

    Get new client referrals

    Grow your book with complementary access to our advisor referral network

Expand your holistic offering

Differentiate your practice with high caliber, visual estate planning

92% of clients expect estate planning advice from their financial advisor, while only 22% reported actually receiving it

Create high caliber estate plans with state-specific legal documents

Visualize, edit, and administer plans any time

Cater to every client preference with convenient, do it yourself options as well as tax optimized plans created one-on-one with a top-tier estate planning attorney

Build multi-generational connections

Identify and connect with key beneficiaries

Gain insight into key client relationships and bequests

Leverage thoughtful and personalized client touchpoints

Get new client referrals

Grow your book with complementary access to our advisor referral network

Gain pre-qualified leads

Strengthen your domain authority

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    Commonly Asked Questions

      What does JIC Estates Advisors cost?

      Financial and wealth advisors can create their JIC Estates Advisor profile for free.

      Your clients pay only when they complete their estate plans.

      Last will packages start at $135 and revocable living trusts start at $348. All plans include free updates for life without the need to purchase a subscription.

      What estate plans does JIC Estates offer?

      JIC Estates Members can choose to create comprehensive last will or revocable living trust plans.

      In addition to the core last will or trust documents, each plan includes an optional advance healthcare directive and durable financial power of attorney.

      What if I want to keep my current estate planning attorney?

      As a financial or registered investment advisor, you can choose to refer some or all of your clients to Just In Case Estates for their estate planning needs.

      Keep your traditional offline attorney, or recommend him / her to join our attorney network to get all the benefits of our visualizations and integrations.

      Can my clients update their plans after they are created?

      Clients can easily update their estate planning documents through the JIC Estates members portal. And with document revision history and alerts, you can make sure that you're always up to date when client goals and preferences change.

      How do advisor referrals work?

      As Just In Case Estates members create and update their estate plans, many of them seek guidance forming the rest of their holistic financial plan.

      Just In Case Estates offers these members a complementary matching service to connect with a qualified financial advisor.

      When you create your JIC Estates Advisor profile, you get complementary access to these referrals.

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Just In Case Estates is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice. If you need legal advice, please use our legal expert matching service to connect with a qualified, licensed estate planning attorney near you.

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