Learn why leading firms trust our attorney-led estate planning software–
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Everything you need to offer estate planning

Offer estate planning without adding legal complexity to your practice. Unlike DIY estate planning software, Estate Guru combines technology, robust estate planning documents, and an embedded attorney network, so every plan is reviewed by a licensed attorney before it's delivered to your client.
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Annual
Monthly
Standard

$799/yr

$99/mo

Everything advisors need to confidently offer attorney-supported estate planning without adding complexity to their practice.
Annual
Enterprise

$2000/yr

$1500/yr

Built for growing firms that need enterprise tools, centralized management, and attorney-led estate planning at scale.
Annual
Custom

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Partner with us to build an attorney-supported estate planning solution tailored to your organization's unique needs.
Our benefits

Explore all features in each plan

Capabilities
Basic
Full
Trust
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Complex trusts, made simple
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Another capability
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Complex trusts, made simple
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Another capability
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Another capability
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Complex trusts, made simple
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Another capability
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Legal Documents
Basic
Full
Trust
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Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
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Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
checkcheck
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
checkcheck
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
checkcheck
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
check
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
check
Resources
Basic
Full
Trust
arrow
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
checkcheckcheck
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
checkcheck
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
checkcheck
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.
Complex trusts, made simple
From dynasty and special needs trusts to GRATs and IDGT.