Case Study: Centurion Estate Planning launches and rapidly scales client-focused estate planning during COVID with FLG CRM

How FLG helped Centurion Estate Planning to launch, grow and thrive during COVID times

Centurion Estate Planning, a Stirling-based firm launched in August 2020 offering wills, powers of attorney, trusts and funeral plans, faced the challenge of launching and scaling during COVID while keeping a client-centric, secure service for remote consultations. To support their mission to demystify and broaden access to estate planning they selected FLG’s CRM software to handle client records, bookings and communications.

FLG implemented a web-based CRM with automated workflows, appointment scheduling, SMS, secure document uploads and API integrations, backed by UK-based support and compliance features. The solution let Centurion scale from a five-person startup to a 35-strong team, become the largest and fastest-growing estate planning business in Scotland, improve client response rates and earn five-star Feefo feedback — enabling business continuity during the pandemic and paving the way for planned nationwide expansion and double-digit growth.

Centurion Estate Planning

Bill Burey

IT Director