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The next two decades
$124T
the great wealth transfer

Over the next two decades an estimated $124T in total assets is anticipated to transfer in the U.S.

180M
Americans with no estate plan

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.

1.2M+
estate documents created

Over 1,200,000+ documents on our platform are helping families across the country.

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“Estate Guru does something rare in this space: it gives advisors a way to offer real legal outcomes without crossing legal lines. As an attorney, I can stand behind the plans clients create—because they are attorney-built.”
— Jessica L., Estate Planning Attorney in the Estate Guru Network

Some of our latest insights

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
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The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here
Learn More

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