Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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A living revocable trust isn't complete until the trust is funded.
Learn MoreThe most effective estate planning experiences combine legal expertise with the continuity, context, and trust clients already have with their financial advisor.
Learn MoreEstate planning and medicaid planning solve different problems.
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Many millennials will be the recipients of the Great Wealth Transfer. Advisors can prepare millennial clients now by offering estate planning options to protect wealth.
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Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.
Learn MoreA/B trusts (also referred to as a bypass trust, marital trust structure, or credit shelter trust arrangement) now require much more situational context to understand spousal assets, tax exposure, and family dynamics than ever before.
Learn MoreA practical guide to spotting gaps, coordinating with attorneys, and helping clients follow through.
Learn MoreUnauthorized practice of law (UPL) can be a risk for financial advisors, brokers, and insurance agents if they aren't aware of where they can help and shouldn't help with estate planning.
Learn MoreAs of August 2026: still no reporting obligation needed for FinCEN’s residential real estate reporting rule.
Learn MoreThe data on why clients actually leave a financial advisor, and the real difference between a traditional referral and a coordinated one.
Learn MoreThe need for estate planning is at an all-time high amid the Great Wealth Transfer, but clients want their financial advisor and attorney to work together to complete their plan.
Learn MoreEstate plans tend to look settled right up until they have to be carried out.
Learn MoreThe assets most plans miss are the ones that live on paper.
Learn MoreA financial power of attorney helps keep a client’s finances moving if something were to ever happen.
Learn MoreSpend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
Learn MoreRUFADAA gives fiduciaries legal authority over digital assets, but authority and access are not the same thing. Here's what the law actually does, where it falls short, and what advisors need to know.
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One covers your medical care while you're alive. The other covers your estate after you're gone. CLO and licensed attorney CJ Eagar breaks down the difference between a living will and a last will and testament.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
Learn MoreEven a simple estate can take 18 months to go through probate in California. Understanding why is the first step to helping California residents plan around it.
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Estate Guru is launching a community for financial advisors building estate planning into their practice. Find out what it is, who it’s for, and how to apply.
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