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. It also connects attorneys to more clients through referral legal work for their practice.
what we offer

Why people choose us

Attorney-guided software
Prospecting and 
lead generation
Tailored estate plans
Out-of-the-box 
solution
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, lawyers, and institutions, without losing quality and experience.

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