Online estate planning for advisors and institutions.

Empowered by attorney-guided technology.

We’re built for you.

Trusted Advisors

Estate Guru provides trusted advisors with the estate planning tools they need to build relationships with new clients and deepen relationships with existing clients. Estate Guru guides you every step of the way helping to create a custom estate plan for your clients.


Build relationships with the next generation, minimize asset flight and gain access to comprehensive client data, all while maximizing your core products and channels.

How it works

You become the
full-service solution.


We help you create an Estate Plan for your client


Deepen client relationships through actionable insights and products


Connect with the next generation

Who we work with

Connect with us!

If you have questions, or if you'd like to speak with a member of our team, please fill out our contact form. Our specialists are looking forward to connecting with you!

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