A platform powered by legal expertise and built for how you work
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Pricing designed for professionals.

All-in-one subscription pricing that’s legally guided from the start, built to scale, and ready to serve every client with confidence.

For pricing book a demo.

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Some of our customers

Estate planning, built for growth.

Every part of our platform supports accuracy, compliance, and your client relationships—without adding to your workload.

Attorney-led from the start

Every plan runs on attorney-led logic, with built-in legal reviews—never optional, never an upsell.

Built to increase AUM

Our platform helps you uncover assets, deepen trust, and keeps you in the conversation across generations.

Stronger client relationships

Offer high-trust, high-impact estate plans that go beyond templates and deepen your value with every named beneficiary.

Real support, when it matters

Combine automation with live support from legal ops, attorneys, and trained experts.

Trusted results. Proven outcomes.

"Estate Guru made every step easy to understand. What we thought would be overwhelming turned out to be simple, efficient, and deeply reassuring."
Tresha K.
Client
“Estate Guru made the process simple, clear, and easy to understand. We’d put this off for years, but with their help, estate planning finally felt manageable—and gave us real peace of mind.”
Daniel T.
Client
"Estate Guru’s Revocable Living Trust platform has transformed how I serve clients. It’s taken a time-consuming process and made it fast, intuitive, and client-friendly. My clients are more confident and engaged, which has directly boosted satisfaction and deepened trust. I’m saving hours and growing my business—this kind of value is hard to match."
George C.
President

Pricing built for the way you
serve clients

Book a demo to discuss pricing. No matter how you support clients—advising, managing, or practicing law—our pricing model supports outcomes that last.

Advisors

Modern estate planning, no legal guesswork. You lead the relationship—we handle intake, documents, fulfillment, and outcomes.

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Attorneys

Grow your practice with smart tools that handle the admin, so you can stay focused on the legal work that matters.

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Institutions

Offer compliant estate planning that builds multigenerational loyalty—no legal hires, tech buildout, or internal lift required.

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$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.

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.

Book a demo