About us

We’re powering the future of estate planning

Estate Guru is backed by a nationwide network of attorneys that review and approve estate plans through our software. So advisors can seamlessly offer legally sound estate planning in-house.
what we offer

Why people choose us

Attorney-connected software
Prospecting and 
lead generation
Tailored estate plans
30+ years of estate planning experience
Printing and 
shipping services

Our story

With thousands of satisfied clients under our belt after 30+ years of estate planning, we knew it could and should be simpler and smarter. That’s why we brought together the best of the best: techies, lawyers, financial planners, and visionaries, all working toward the same goal—to create a tool that would streamline estate planning for advisors, attorneys, and institutions, without losing quality while streamlining the experience.

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