Together, Gradient and Estate Guru are making it simple for you to deliver estate planning directly to your clients.
With Estate Guru, you’ll have the platform, the attorneys, and the support you need to protect what matters most for your clients and deepen your relationships.
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.
Estate planning isn’t just about documents — it’s about ensuring that everything your client has built passes smoothly to the people they love.
Through the Estate Guru platform, you can:
Every part of our platform supports accuracy, compliance, and your client relationships—without adding to your workload. Here’s how.
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.
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidu.
Everything you need to create and manage estate plans:
Use promo code: Gradient20 for 20% OFF!
Standard Plan
All Standard features plus advanced tools for teams:
Use promo code: Partner20 for $400 OFF
Enterprise PlanAfter purchasing Enterprise, your next step is to configure your White Label.
Configure White Label
We make it easy with our Guru+ service to offer white-glove support—without doing it all yourself. We walk clients through intake, questions, and next steps so you don’t have to.
See how Estate Guru makes compliant, attorney-led planning simple—for you and your clients.
Book your demo