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

Estate planning for institutions, built to retain assets and reduce risk.

Attorney-led planning that strengthens member relationships without legal hires, tech lift, or compliance concerns. We embed estate planning directly into your offerings, so you can stay focused on service, not infrastructure.

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The next two decades

$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.

Keep assets in-house, without building it in-house

Most institutions aren’t built to offer estate planning. Legal teams are expensive, DIY tools are risky, and building in-house takes time you don’t have.

We change that. Our platform embeds licensed attorneys into every plan and handles the complexity behind the scenes—so you can offer more value, retain more assets, and deepen relationships across generations.

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.

Retain assets across generations

Engage heirs early and stay part of the plan when wealth transfers.

No legal hires or tech buildout

Offer estate planning without adding complexity or burden to internal teams.

Attorney-embedded

Compliant from day one, with state-specific attorneys embedded in every plan.

Built to fit your brand

Easily integrate or white-label to align with your institution’s member experience.

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