A platform powered by legal expertise and built for how you work
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Together, we make sure what matters most gets passed to the people who matter most.
We built Estate Guru to solve estate planning’s biggest problems—with licensed legal insight, modern tools, and a platform designed to adapt as life and law evolve.
Estate planning needed a modern foundation. We built one with legal integrity at its core.
After 30+ years helping families protect what matters, we saw the same roadblocks again and again: clients left behind by outdated processes, advisors forced to choose between risk and referral, and attorneys overwhelmed by manual tasks. Estate planning wasn’t working—for anyone.
So we brought together top estate attorneys, engineers, and financial professionals to reimagine it from the ground up. The result is Estate Guru: a platform where licensed legal logic powers every plan, professionals stay in control, and compliance is never optional.
We built it to make estate planning more accurate, more human, and more aligned with real life—so every client can access the kind of plan that holds up when it matters most.
Built at the base of the beautiful Wasatch Front, supported nationwide.
Every document reflects real legal logic and real human lives—not templates or shortcuts.
Advisors, attorneys, and institutions remain at the center of the client relationship. We support that, not replace it.
From multi-state deeds to blended families and special needs trusts, we’re handle the details others miss.
