Estate planning just got easy

Smart, attorney-guided software built for
advisors, attorneys, and institutions.

Online, scalable, and legally sound

Grow your business
Streamline your process, source new clients, and generate leads.
Attorney-reviewed documents
Deliver legally sound documents that are attorney-reviewed and approved.
Create tailored estate plans
Tailor any plan to meet your client’s unique risks and needs.
Build generational clients
Connect with your client’s heirs and expand your client base.

Made by the experts, so 
you don’t have to be one

Setup is easy
Create, share, maintain, and settle estates all in one place
Deliver legally sound documents backed by our nationwide attorney network
Generate leads, expand your services, and grow your practice

Pick your solution

"I've gone from $1M in AUM to over $20M by leading with Estate Guru."

William R. — Financial Advisor
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Streamline and grow your practice with one solution

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