Scale your expertise—not your workload.

Estate Guru is building a new platform that will help estate planning attorneys serve more clients online while staying in control of their documents, pricing, workflows, and client relationships.

We're inviting a small group of estate planning attorneys to help shape the first version of this new Estate Guru platform.

You will not be charged today. Your first subscription charge will occur after January 31, 2027

We're building a better way to scale what your firm already does best.

Give clients a digital experience powered by the knowledge and expertise of your firm.

Create

Guided intake

You'll control your workflows and determine where attorney involvement belongs, from consultations and review points to additional services for clients whose needs go beyond a straightforward plan.

Fund

Trust funding that doesn’t stall out

We prep real estate deeds in-platform, so clients can move property into trust without pausing for outside help.

Visualize

Estate plan visualizations your clients can follow

Turn complex plans into clear flows—From timelines to distributions, everything’s mapped out.

Platform

Control the workflow

See who’s signed, what’s funded, and what still needs attention—across clients, teams, and tasks.

Generational planning

More wallet share—fewer blind spots

Estate planning uncovers accounts, gaps, and priorities that don’t show up in a balance sheet.