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Guru+: Your personal
estate planning team.

Our concierge service walks your clients through the entire estate planning process—from intake to delivery—with expert support at every step. You stay in control of the relationship. We handle the rest.

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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 easiest way to offer estate planning, no experience required

Whether you’re new to estate planning or looking to scale, Guru+ lets you offer a premium experience with zero lift. Our team walks your clients through every step live, so you can stay focused on the relationship while we handle the process.

Observe, learn, or hand it off entirely—it’s estate planning done right, with your client at the center.

Core Features

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You introduce the client
Share a referral link or introduce the service in person—we take it from there.
We handle communication
We send the intake link, appointment invite, and disclosures for signature.
We guide the client live
Our team walks your client through the process in a one-on-one virtual session—with or without you present.
We finalize and deliver the plan
Documents are professionally created, reviewed, and shipped. We provide post-plan support if needed.

How Guru+ works

A seamless, start-to-finish experience—for you and your clients. Estate Guru helps you step in when it matters most—deepening trust, extending relationships, and keeping assets within your ecosystem as life changes.

Documents for every life situation

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How Guru+ works

A seamless, start-to-finish experience—for you and your clients. Estate Guru helps you step in when it matters most—deepening trust, extending relationships, and keeping assets within your ecosystem as life changes.

Documents for every life situation

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How Guru+ works

A seamless, start-to-finish experience—for you and your clients. Estate Guru helps you step in when it matters most—deepening trust, extending relationships, and keeping assets within your ecosystem as life changes.

Documents for every life situation

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How Guru+ works

A simplified start-to-finish experience—for you and your clients. Estate Guru helps you step in when it matters most—deepening trust, extending relationships, and keeping assets within your ecosystem as life changes.

Documents for every life situation

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Why a concierge experience matters

"I don't have time to walk my clients through estate planning software."
We manage scheduling, intake, support, and delivery so you can stay focused elsewhere.
"I'm not comfortable navigating estate planning alone."
We handle every step—so you can stay as involved as you want.
"I'm worried about overstepping legal boundaries."
Our attorneys are embedded throughout the process and handle all legal logic and documentation.

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Explore why trusted advisors rely on Guru+.
Set an appointment
From our customers
"Estate Guru made every step easy to understand. What we thought would be overwhelming turned out to be simple, efficient, and deeply reassuring."
Tresha K.
Client

Key benefits

Everything your clients need—concierge support, attorney oversight, and guided planning from intake to delivery.

Live concierge walkthrough

A trained Estate Guru team member guides the client through the process step by step.

Flexible advisor involvement

Sit in if you like—or let us manage it entirely on your behalf.

Automated intake, human touch

Clients complete a guided intake form and get one-on-one support to answer questions.

Attorney-embedded plans

Every document is built on attorney-authored logic and reviewed for compliance and clarity.

Post-plan support

We remain available to the client for questions, updates, and next steps.

Family-friendly facilitation

Need us to loop in children, spouses, or other stakeholders? We’ll coordinate it for you.

Some of our latest insights

How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late
Learn More

The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here
Learn More

Real legal oversight. Real client outcomes

See how Estate Guru makes compliant, attorney-led planning simple—for you and your clients.

Book a demo