Online estate planning for advisors and institutions
Powered 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.
Institutions
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
01
Create personalized estate plans
02
Deepen client relationships with actionable insights
03
Connect with the next generation
Our partners
.png)

.png)

Connect with us!
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.