Learn why leading firms trust our attorney-led estate planning software–
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HNW and UHNW client outcomes on tap.

The Estate Guru Private Client Network isn't just a network, it's a flywheel for client outcomes. Vetted attorneys, valuation partners and independent trust companies trained and built in complexity collaborating with you in the loop.

Refer Clients Here

Designed with:

UHNW & HNW Attorneys | Tax Attorneys | Independent Trust Companies | Valuation Firms

Purpose built for HNW and UHNW clientele

Collaboration from roadmapping to completion

Experts that keep you in the loop, not out of it. Complex planning for client outcomes with all the heavy lifting included.

Core Features

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Expertise that competes for you, not with you

Our specialists never manage assets, pitch products, or solicit clients. They're here to support your work—not replace it.

Designed for the HNW client

Built for nuance: business ownership, family trusts, wealth transfers, and the multi-stakeholder realities of today’s top clients.

Scale high-touch planning

Handle complex client needs without building a legal bench. Use us for edge cases or make it a full offering—it flexes with your firm.

Stay front and center

Designed to help you deliver expert outcomes without giving up the lead.

For clients who need help after docs are signed, we’ve partnered with top-tier independent trust companies to support long-term administration.

A smarter way to win and retain high-value clients.

Whether you're supporting a first-gen founder or a multi-generational family, the Private Client Network gives you the expert depth to serve them well—without giving up the relationship.

A smarter way to win and refer high-value clients.

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For updates on a submitted referral or to request expedited referral services, email attorneyreferrals@estateguru.com or call 385-240-6400.