Online estate planning for advisors and institutions

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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


Create personalized estate plans


Deepen client relationships with actionable insights


Connect with the next generation

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Have questions or would like to speak with a member of our team? Fill out our contact form. We are looking forward to connecting with you.

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