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Estate planning
documents you can trust.

Built by legal experts, customized by need, and delivered professionally bound—so you can hand them off with confidence.

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Outcomes for real families, not just formalities

Estate plans need more than signatures—they need staying power. Our documents are authored by licensed attorneys, tailored to real lives, and delivered client-ready. From powers of attorney to complex trusts, every plan is built to perform when it matters most.

What makes Estate Guru documents different

Core Features

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Smart, state-specific customization

Every document is powered by Legal Logic™—our attorney-led platform that adapts to each client’s life and state laws. From guardianship to real estate to complex trusts, every clause reflects real-life situations, not just boilerplate templates.

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State-specific logic, updated as laws change

Each client estate plan reflects the latest legal standards—according to their state.

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Tailored based on personal, financial, and family detail

Each plan reflects what matters most—from guardianship to gifting.

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Avoids generic or unnecessary documents

Only the right documents, for the right reasons—tailored to each state.

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From intake to ready-to-sign

We don’t hand over drafts or downloadable forms. Estate Guru delivers professionally prepared, reviewed, and bound estate plans—ready to share, sign, and fund.

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Professionally printed and leather bound

Each plan arrives as a polished, ready-to-sign package—no loose pages, no DIY print jobs.

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Prepared for accuracy and delivered with care

Every plan is double-checked to ensure it's complete, compliant, and aligned with client intent.

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Trusted by financial advisors, attorneys, and institutions

Our platform is built for professionals who can’t afford to guess. Each estate plan deserves precision.

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Update-ready, whenever life requires it

Our platform makes it easy to maintain, revise, and regenerate documents as goals shift or laws evolve.

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Maintain plans without starting over

Easily update, amend, and rebuild documents as life evolves—without losing history or starting from scratch.

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Compliance stays intact through change

Every update reflects the latest legal and jurisdictional standards, so documents stay accurate and enforceable.

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Supports long-term client relationships

Flexible planning features helps you stay engaged across generations, life events, and evolving client needs.

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Documents authored by legal expertise

Our national network of licensed attorneys does more than review—they write the logic, help resolve complexity, and ensure every plan is legally sound from start to finish.

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Shaped by experienced estate planning attorneys

Each estate plan is assigned a state-specific attorney from the start.

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From powers of attorney to irrevocable trusts

No matter the document, attorney-led documents lead each outcome.

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Attorney-led in all 50 states

Complies with legal standards in every supported state (network-referred in Louisiana).

Additional resources

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
Learn More

The $124 trillion "great" wealth transfer is here

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

Book a demo. Build a better estate plan offering.

Book a quick demo to explore features, get pricing, and see how attorney-led planning can grow your business.

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