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

Estate planning for
attorneys, built to reduce overhead & expand reach.

Estate Guru helps you serve more clients with less admin. You stay in control of the legal work while we streamline intake, automation, and delivery—giving you a scalable edge without compromising quality.

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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.

The tools to modernize—without losing control

Clients expect a modern experience. But for most firms, that means more overhead. The Estate Guru Platform simplifies intake, automates the back-end, and handles delivery—so you can stay focused on legal strategy, not paperwork.

Whether you white-label or join our network, you keep full control and expand your reach.

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.

Simplify your workflow

Reduce time spent on intake, formatting, and admin—without hiring more staff.

Keep full control of your work

You handle the legal strategy. We support the process behind the scenes.

Expand without extra overhead

Serve more clients across more states (where licensed) without adding complexity.

Offer a modern client experience

Deliver the clean, digital service today’s clients expect—without building it yourself.

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