Learn why leading firms trust our attorney-led estate planning software–
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Attorney-led estate planning that helps your advisors, insurance agents, independent brokers, and annuity producers serve clients better, deepen relationships, and retain more business, built to scale across your platform without adding risk or complexity.
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Over the next two decades an estimated $124T in total assets is anticipated to transfer in the U.S.
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.
Over 1,200,000+ documents on our platform are helping families across the country.
IMOs are built to drive production. But most still depend on product-driven conversations to do it.
That creates predicatble gaps:
Estate planning is where those breakdowns show up, and where growth either compounds or disappears
50-State Attorney Network | UPL-Safe Workflows | SOC 2 Type II Compliant
Every part of our platform supports accuracy, compliance, and your client relationships—without adding to your workload.
Every plan runs on attorney-led logic, with built-in legal review—never optional, never an upsell.
Whether you drive the process or delegate it, our platform adapts to how you work best.
Combine automation with live support from legal ops, attorneys, and trained experts.
Plans arrive polished and ready to sign—accurate, enforceable, and built to last.
Every conversation about life insurance, annuities, and income products eventually lead to estate planning questions. Our platform gives every profession in the IMO the ability to provide estate planning compliantly at scale.
Opens new opportunities to build client trust by using existing policies to fund and support estate plans.
Supports independent agents in surfacing assets and coverage gaps clients did not know existed.
Gives producers a way to address what happens to an annuity at death before the client has to ask.
Positions brokers as holistic planning partners who build client relationships that extend across generations.
Every family is different. Our platform ensures each document fits the people, the assets, and the moment.
Our platform helps advisors stay attached to assets as they move between generations by visualizing successor trustees, beneficiaries, and providing clear roles for each.
By offering estate planning through our pllatform, advisors get a full picture of their clients life, their assets, beneficiaries, and etc. This full picture helps planners surface conversations at every stage of the client lifecycle.
Our estate planning software provides solutions for multi-state assets to blended families and more. We provide solutions your advisors can confidently deliver at scale.
We surface held-away assets and planning gaps across your network, before they leave the relationship
Yes. Estate Guru is SOC 2 compliant and backed by legal oversight—your clients are protected at every step.
See how Estate Guru makes compliant, attorney-led planning simple—for you and your clients.
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