Online estate planning for advisors and institutions.
Empowered by attorney-guided technology.
We’re built for you.
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.
You become the
We help you create an Estate Plan for your client
Deepen client relationships through actionable insights and products
Connect with the next generation
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