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Why Should You Have An Estate Plan?

At Estate Guru, we work with your financial advisor to provide you with a comprehensive estate plan using our state of the art software and our network of estate planning attorneys.

Why Now?

It’s not always easy to talk about estate planning, but it is vital. Not just for financial and emotional peace of mind, but because protecting your family is the ultimate gift. Don’t leave these important decisions to the government. Don’t put this off another day!

7 Reasons To Have an Estate Plan

  1. None of us know what tomorrow will bring
  2. Identify who oversees your finances if you’re sick or disabled
  3. Identify who makes medical decisions for you if you’re sick or disabled
  4. Ensures your wishes are fulfilled after death
  5. Minimizes and/or eliminates the costly and time consuming probate process
  6. Establishes guardianship for minor children
  7. Provides peace of mind and reduces stress on your family

Our Process

Create

Share

Maintain

Settle

Estate Guru is the smarter choice...why?

Attorney
Collaboration

Working with attorneys has never been simpler. An attorney is assigned to each file to ensure additional needs and complexities can be ironed out based on your client's needs.

Tailored Documents

  • Revocable Living Trust
  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will/Advanced Directive
  • Attorney assigned to file
  • Cloud Storing and Sharing
  • 100% Money Back Guarantee

We are built to accommodate you and your family, which means we aren’t just a form. We connect you with an attorney who reviews your unique scenario and creates tailored documents.

Living Estate
Plans

Our estate plans are easy to maintain and update throughout every life stage.

Savings From
Traditional Lawyer Fees

We save you money by utilizing our software, along with our network of estate planning attorneys to complete your estate plan.