A platform powered by legal expertise and built for how you work

Estate planning for
advisors, built to protect
and eliminate risk.

Attorney-led estate planning that keeps you compliant, connected, and in control. With licensed, state-specific attorneys embedded throughout the process, we handle the legal complexity—so you can focus on preserving AUM and deepening trust.

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The big opportunity

$124T

the great wealth transfer

Over the next two decades an estimated $124T in total assets is anticipated to transfer in the U.S.

180M

Americans with no estate plan

Opportunity to serve the 180 million adults in the U.S. who have neither a will nor a trust is at an all-time high.

1.2M+

estate documents created

Over 1,200,000+ documents on our platform are helping families across the country.

The missing piece in your client experience

Estate planning has always been the missing piece.
Referrals stall. Templates fall short. Most tools get too close to the legal line.

We change that. With licensed attorneys embedded from the start, you can offer compliant, customized plans—without losing time, trust, or control.

some of our customers

What sets Estate Guru apart

Every part of our platform supports accuracy, compliance, and your client relationships—without adding to your workload. Here’s how.

Attorney-led from the start

Every plan runs on attorney-led logic, with built-in legal review—never optional, never an upsell.

Built to fit your workflow

Whether you drive the process or delegate it, our platform adapts to how you work best.

Real support, when it matters

Combine automation with live support from legal ops, attorneys, and trained experts.

Complete, and compliant

Plans arrive polished and ready to sign—accurate, enforceable, and built to last.

Explore the only estate planning platform where attorneys lead.

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Outcomes for every life situation

Every family is different. Our platform ensures each document fits the people, the assets, and the moment.

A/B Trusts

Power to Operate a Professional Corporation

Blended Families

Power to Probate an Asset

Special Needs Trust

Power to Determine Income and Principal

Generations Skipping Transfer Tax

Qualified Plan Language

Power to Change Situs

Trust Contests

Blended Families

Age

Power to Operate a Professional Corporation

Blended Families

Power to Probate an Asset

Special Needs Trust

Power to Determine Income and Principal

Married Separate Trust

Married Joint Trust

Healthcare Power of Attorney

State Specific

Homestead Specific Language

QDOT Language

Set Behavioral Conditions on Distributions

Power to Elect Minimum Distributions for IRAs

Trust Contests

Qualified Plan Language

First Right of Refusal

Indebtedness of Beneficiaries

Existing Trusts

Children Outside of Marriage

Single Trust

A/B Trust

QDOT Language

Set Behavioral Conditions on Distributions

Power to Elect Minimum Distributions for IRAs

Trust Contests

Qualified Plan Language

First Right of Refusal

Indebtedness of Beneficiaries

Existing Trusts

Children Outside of Marriage

Single Trust

A/B Trust

Power to Change Situs

Time-Based Distributions

Power to Own a Sub-S Corporation

Qualified Plan Language

Power to Manage Digital Assets

Non-US Citizen

Per Stirpes

Homestead Specific Language

Gift Planning

Life Estates

Multi-Generational Planning

Spend Thrift Provisions

Married Separate Trusts

Intellectual Property Planning

Trust Contests

Debt Forgiveness

Prenuptial Agreement

Power to Ammend

Incapacity Planning

Asset Deisignation

Power to Elect Minimum Distributions for IRAs

State Specific