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Customer Story: Chambers O'Brien

Customer Story: Chambers O'Brien

Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.

Why estate planning matters: Key benefits for advisors and clients

Why estate planning matters: Key benefits for advisors and clients

A practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.

The importance of Powers of Attorney

The importance of Powers of Attorney

Powers of Attorney: The simple documents that save families time, money, and heartache.

The real benefits of a trust

The real benefits of a trust

Setting up a trust has more benefits than just avoiding court.

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

This is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.

The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here

What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades

Planned or not—every client has an estate plan

Planned or not—every client has an estate plan

Here's where strategy beats theory.

The advisors estate planning advantage

The advisors estate planning advantage

What every estate planner should know to stay trusted, relevant, and retained.

Platform update: Exceptional planning starts here

Platform update: Exceptional planning starts here

Explore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.

What the 2024 U.S. Presidential Election results could mean for estate planning

What the 2024 U.S. Presidential Election results could mean for estate planning

Here's a look at what the election results could mean for estate planning and why you should consider potential impacts on your client’s financial futures.

What the New Presidency Means for the Future of Estate Planning

What the New Presidency Means for the Future of Estate Planning

The new presidency brings important changes for estate planning, especially in tax policies and exemptions. We've highlighted key updates advisors need to know for 2025.

Simple Wills, Do They Really Simplify Things?

Simple Wills, Do They Really Simplify Things?

Here's what you need to know about simple wills and whether they really keep life simple.

Customer Story: Chambers O'Brien

Customer Story: Chambers O'Brien

Why estate planning matters: Key benefits for advisors and clients

Why estate planning matters: Key benefits for advisors and clients