eState Partner Directory

The Partner Directory is a place for lawyers, financial advisors, and individuals to connect to help drive more business to your firm. We also have a match-making feature to connect you with other individuals, financial planners, or lawyers in your area.

How do I become a member of the eState Partner Page?

If you would like to be part of the directory you can apply here. There are two requirements.

• A lawyer or Financial Planner using eState Planner
• Completed the eState Academy Certification Course.

 

Once you've submitted your application, our team will review the request and reach out within a few hours with more information on how to setup your profile. 

How do I manage my firm's information?

You can edit and manage your firm's information through Partnerpage.io.
Follow these steps to edit your profile:

1. Accept and manage your firm's profile using the link provided in your email or log in directly here.

2. Choose what services you provide and the languages you speak.
3. Add your office location under the "Additional Locations". Additional Locations must be filled out to appear on the location filter on the directory home page.
4. Add your firm’s logo.
5. Bookmark this page so at any point you can come back and make any changes to your profile using this link.

If you would like to be part of the eState Planner community please email support@e-stateplanner.com