Smart estate planning software

Smart, attorney-guided software built for advisors and institutions.
what we offer

Attorney-approved documents

Revocable trusts
Last will & testaments
Powers of Attorney
Healthcare directives
Funding guides
Special needs trusts
Simple setup

Take care of ongoing estate planning needs without breaking a sweat

Create tailored documents
Share plans with the right people
Maintain and update plans
Settle estates

Pick your solution


Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way.
I'm an advisor


A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations.
I'm an institution


An out-of-the-box solution to help you build a thriving network of clients and boost your revenue.
I'm an attorney

Last year, Estate Guru got us referrals worth over $5M of investable assets.

Bruce D. — Financial Advisor
our partners

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