PRODUCTS
Estate Guru is more than a stack of documents.
It's an invaluable tool that guides your clients through every important step of their estate plan.
Our Process
Create
Share
Maintain
Settle
Our Solutions
Estate Guru is the smarter choice...why?
Attorney
Collaboration
Working with attorneys has never been simpler. An attorney is assigned to each file to ensure additional needs and complexities can be ironed out based on your client's needs.
Tailored
Documents
We are built to accommodate you and your clients, which means we aren’t just a form or template. We connect you and your clients with a qualified attorney that can help adjust any plan to meet a variety of needs. Whether your client is a blended family, has special needs children, or is looking for the flexibility of age-based and condition-based distributions, we can meet your client’s unique needs.
Living Estate
Plans
Our estate plans are easy to maintain and update throughout every life stage.
Savings From
Traditional Lawyer Fees
We save your clients time and money by providing access to attorneys from our legal network without charging astronomical rates or requiring face-to-face consultations.
A Human & Technology
Partnership
We pair the ease of our technology with the expertise of financial advisors and lawyers, creating the ultimate experience for you and your clients.
Simple
Setup
We make it easy start to finish. Simply begin with our short questionnaire and help your clients take care of their ongoing estate planning needs.
Our Process
Find out how Estate Guru can help deepen client relationships to last generations.
Create
Your client's estate plans need to be created, monitored, funded and settled specific to your clients' needs. We can help with that.
Maintain
Help your clients maintain their estate plan as their life circumstances change.
Share
Track and communicate with those named in each estate plan.
Settle
Ensure client wishes are carried out when the time comes.
