INSTITUTIONS
Build relationships
that last generations.
Scalable estate planning solutions for institutions.
Minimize Generational Asset Flight
Through the Estate Guru platform you can retain and expand essential client relationships and assets.
Industry-compliant Collaboration
We collaborate with expert attorneys - without legal crossover - while maintaining industry compliance.
White Labeling
Service
With our white labeling services, the client experience feels fully in-house.
Seamless
Integration
Our platform will effortlessly integrate with your current company processes and softwares.
Customize to Your Core Products
Estate Guru enables our customers to embed their core products within our platform for maximum lead generation and conversion.
Distribution
for Scale
Our platform can scale across your customer segments and needs.
Who we work with
How it works:
Deepen client relationships with your core products
Connect with the next generation
Darin B.
Financial Advisor
Our Process
Learn more about how working with Estate Guru will change your business for the better.
Connect with us!
If you have questions, or if you'd like to speak with a member of our team, please fill out our contact form. Our specialists are looking forward to connecting with you!
