Estate planning just got easy

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

WHY ESTATE GURU

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.

How it works

Grow your business and build client relationships that last generations

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

Advisors

Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way.

Institutions

A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations.

I'm an institution

Attorneys

An out-of-the-box solution to help you build a thriving network of clients and boost your revenue.

I'm an attorney

“

Last year, Estate Guru got us referrals worth over $5M of investable assets.

“

Bruce D. — Financial Advisor

our partners

Book a demo today

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Product

Solutions

Estate Guru Plus

Resources

© Copyright Estate Guru 2023