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Smart estate planning software

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

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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

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Pick your solution

Advisors

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

I'm an advisor

Institutions

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

I'm an institution

Attorneys

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

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