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.
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


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


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


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

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

William R. — Financial Advisor
our partners

Book a demo today

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