Product

Smart estate planning software

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

Simple setup

Take care of ongoing estate planning needs

Create tailored documents

Share plans with the right people

Maintain and update plans

Settle estates

what we offer

Attorney-approved documents

Revocable trusts

Last will & testaments

Powers of Attorney

Healthcare directives

Funding guides

Special needs trusts

Pick your solution

Advisors

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

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

"I've gone from $1M in AUM to over $20M by leading with Estate Guru."

William R. — Financial Advisor

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