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

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

William R. — Financial Advisor
Trusted by
© Copyright Estate Guru 2024