Learn why leading firms trust our attorney-led estate planning software–
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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 the new Estate Guru platform.

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

Expertise

Your expertise is valuable.
It's also difficult to scale.

Your clients aren't just paying for documents. They're paying for the experience and judgment that helps them understand what they need and make the right decisions for their families. That takes time.

What we've heard:

  • Traditional engagements limit how many clients your firm can serve
  • Price-sensitive prospects turn to generic online alternatives
  • Referral and intake processes can be inefficient
  • Technology built to automate documents doesn't necessarily capture the judgment that makes your firm valuable

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

Reserve your pilot
Online

Your firm's expertise online.
Decide when your team steps in.

Instead of sending prospective clients to a generic document provider, give them a digital experience powered by the knowledge and expertise of your firm.

Not every prospect needs—or is ready for—your firm's traditional full-service engagement. Serve clients who might otherwise go elsewhere without lowering the value of your traditional practice

Create a new way to serve clients online:

  • Turn your firm's documents, questionnaires, workflows, and expertise into a client-facing estate planning experience
  • Control your workflows and determine where attorney involvement belongs
  • Create an accessible digital option for straightforward estate planning needs while maintaining a natural path into your firm's higher-touch services when a client's situation requires more
  • Clients get a consistent experience that builds trust and reflects your firm
Reserve your pilot
Create a new way to serve more clients.
Reserve your pilot