Realtors: Offer Estate Planning Software to Boost Client Retention

2024 1 min read

In the competitive world of real estate, client retention is critical. Yet too many realtors lose their clients at key life transitions, such as death or estate settlements, because they haven’t engaged with the family as a whole. By integrating estate planning tools, realtors can make themselves indispensable, strengthening client loyalty and account stickiness.

The Retention Problem

Without estate planning tools, realtors often lose clients when properties transition to heirs. Studies show that 70% of heirs leave their parents’ financial advisors or realtors within the first year of inheritance (Source: Cerulli Associates). This creates a revolving door of lost opportunities and increased acquisition costs.

How Estate Planning Makes the Difference

Estate planning tools help realtors create a full picture of their clients’ estates, including real estate assets, so they can engage families across generations. This proactive approach:

  • Reduces churn by building trust with heirs.
  • Ensures continuity of real estate management through life transitions.
  • Positions realtors as trusted advisors who deliver value beyond transactions.

Inheritus.com: Your Key to Client Retention

Our software helps realtors offer estate planning tools that:

  • Strengthen relationships with families.
  • Reduce churn and maintain client loyalty.
  • Engage families across generations.

Affordable and easy to deploy, Inheritus costs just cents per month per client and can be implemented same-day.

Keep Your Clients for Life

Contact Inheritus.com today to explore our Estate Planning Solutions for Realtors and secure your future as a trusted advisor.

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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