A platform powered by legal expertise and built for how you work
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Estate Guru blends smart software with embedded legal expertise to create compliant,
adaptable plans that keep attorneys involved and you protected from risk.
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.
Our platform matches clients with licensed attorneys and prompts expert legal review when complexity arises—so every plan stays compliant, accurate, and tailored to your client’s needs.
Before any documents are created, your client’s responses go through a guided intake powered by attorney-authored logic.
As intake progresses, the platform knows when to raise a hand—using Attorney Prompts™ to surface anything that needs legal eyes.
Once intake is complete and any Attorney Prompts™ are cleared, documents are generated with the name and bar number of the responsible attorney.
Our platform helps advisors, attorneys, and institutions guide clients through pivotal moments—building trust, preserving assets, and delivering long-term value across every stage of life and wealth.
Guide new parents through guardianship, POAs, and early trusts with time-based distributions.
Support blended families, second marriages, stepchildren, and more with tailored trusts and clear documentation.
Avoid trust funding failures by preparing, executing, and recording deeds.
Protect benefits and future care using special needs trusts and long-term distribution strategies.
Support heirs with next steps, asset transfers, and ongoing trust administration.
Smart, thoughtful tools that make estate planning simpler, clearer, and more effective at every step.
Every plan runs on our proprietary Legal Logic™—state-specific, attorney-authored rules that prompt attorney review when complexity arises.
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Get real-time guidance from in-platform AI, while testing scenarios and building sample plans risk-free with sandbox mode.
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Interactive diagrams show who’s involved, how assets flow, and what’s covered—so clients understand their plan at a glance.
Spot planning gaps across households. Identify agents and beneficiaries who still need plans—unlocking long-term relationship value.
Essential POAs are included with every plan—delivering immediate, no-cost value to your clients.
From self-serve to guided support from our team with Guru+, you control how estate planning fits your workflow and your client’s needs.
No matter how you support clients—advising, managing, or practicing law—we help you deliver meaningful outcomes with less risk and effort.
Modern estate planning for your clients—without the legal risk. You stay in the relationship. We handle the rest.
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Grow your practice with smart tools that streamline admin and let you stay focused on the legal work.
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Offer compliant estate planning that builds multigenerational loyalty—no legal hires, tech buildout, or internal lift required.
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Access to estate attorneys, tax advisors, and valuation specialists who work inside your client workflow. Every expert is independent and non-competing, so you get deep expertise without risking the relationship.
Every family is different. Our platform ensures each document fits the people, the assets, and the moment.
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Get quick answers to common questions so you can move forward with clarity and confidence.
Contact UsMost tools offer templates. We embed attorneys at every step—so every plan is accurate, compliant, and built to last.
It’s our proprietary decision engine that applies real legal rules to client responses and flags complexity—so every plan is built right.
We serve advisors, institutions, and attorneys who want to offer estate planning without the risk, burden, or complexity of doing it alone.
No. Choose your level of involvement—from self-guided plans to Guru+, our concierge-style service that keeps you informed without the heavy lift.
Yes. Estate Guru is SOC 2 compliant and backed by legal oversight in all 50 states—your clients are protected at every step.
Book a quick demo to explore features, get pricing, and see how attorney-led planning can grow your business.
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