Customer Story: Chambers O'Brien

How Chambers O'Brien Turned Estate Planning into a Revenue Engine

With Estate Guru, this tax, retirement, and wealth management firm built an estate planning process that's client-friendly, profitable, and fully integrated into their advisory model.

“My clients love the idea that their attorney is in their pocket twenty-four hours a day, seven days a week, 365 days a year.” — George Chambers | President

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Meet the Customer

George Chambers leads with clarity and follow-through. As President of Chambers O'Brien Taxes, Retirement & Wealth Management, he runs a hands-on, full-service advisory firm where every estate plan is part of a broader strategy, not a one-off transaction.

• Founded in 2006
• Based in Tarpon Springs, Florida
• 15-person team including advisors, admins, and legal/tax partners
• 15–20 estate plans per month

Planning early means clients don’t just prepare for what happens later—they gain confidence right now that their wealth will serve the people and purposes they care about.

The Challenge

Before using Estate Guru, clients couldn’t easily access, update, or share their documents. Estate planning felt disconnected—expensive, outdated, and separate from the rest of their financial picture. The attorney he worked with wasn’t consistently available, and the process lacked the structure, responsiveness, and collaboration his clients had come to expect.

Our Solution

With Estate Guru, George found a platform that works the way he does—hands-on, structured, and built for follow-through. He leads every estate plan in person, guiding clients as their documents take shape on-screen. Visual cues indicate what is complete and what still requires attention. Everything is connected: documents can be accessed, updated, and securely shared at any time. Statements are gathered, assets finalized, and next steps scheduled — usually in about an hour. 

Attorney oversight is built in— reviewing in the background, stepping in when needed, and ensuring every document is compliant. Once the plan is complete, it's signed, stored, and ready to access anytime. Each plan lays the groundwork for a deeper, ongoing financial relationship.

“Unless [I'm told] to go kick rocks one day, I don’t think I’ll ever look for another [estate planning software] company.” — George Chambers | President

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The Outcome

$20 Million

Projected premium volume by year’s end

$10–15 Million

Increase in assets under management this year

15–20 Estate Plans

Created each month, each with a fully documented asset list

‍“Everything is so comprehensive that you’re gonna get on that Ferris wheel, and you’re not gonna get off.” — George Chambers | President

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The Process

George doesn’t start with documents — he starts with assets. His process prioritizes what matters most: understanding where everything is before putting anything into writing. Clients build their asset list first, then move into powers of attorney, deeds, and finally the trust itself. It’s intentional. And it works.

This approach does two things:

• It ensures the estate plan reflects the full financial picture.
  
• It turns estate planning into a discovery tool for deeper conversations around wealth, taxes, and long-term care.

“When [the client] walks out the door, there’s nothing incomplete.”— George Chambers | President

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Ready to grow your business with estate planning?

Estate Guru equips firms like Chambers O’Brien to deliver real legal protection, build stronger client relationships, and turn planning into lasting revenue.

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