Nestegg Advisor

Help clients create their will and plan their estate — draft wills, manage documents, and track every case from one secure advisor dashboard.

Nestegg Advisor is the all-in-one estate-planning workspace for advisors. Help your clients create their will, keep every document in order, and track each case from a single secure dashboard.

MANAGE YOUR CLIENTS

• See all your clients and their wills at a glance — draft, in progress, or ready.
• Jump straight to any case and pick up where you left off.

GUIDED WILL CREATION

• A step-by-step wizard walks you through drafting a clear, well-structured will.
• Capture beneficiaries, assets, executors, and wishes without missing a detail.

DOCUMENTS IN ONE PLACE

• Securely store and organize each client's documents and generated wills.
• Everything for a client lives together, ready when you need it.

GIVE CLIENTS SECURE ACCESS

• Grant clients portal access to review their own will and details.
• Keep everyone aligned without endless back-and-forth.

SECURE & PRIVATE BY DESIGN

• Built for advisors handling confidential estate information.
• Data is encrypted in transit and tied to your secure account.

Nestegg Advisor requires an advisor account. If you don't have one, contact your administrator.