Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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Our Chief Legal Officer has seen what happens when someone misunderstands a last will and testament. As a licensed attorney, he explains what it is, how it works, and what it protects. Watch his video to hear it from him.
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Without an estate plan, even simple assets can take months or years to settle in probate court. Starting the planning process now is the only way to prevent that.
Learn MoreYour first estate planning meeting isn't just about signing a will. Here's a practical guide to what it actually covers and how to walk in ready.
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Key Estate Planning Terms You Should Know
Learn MoreFor financial advisors who want a client experience that looks and feels like their own, the process just got a lot simpler
Learn MoreLearn what’s changing in our estate planning platform on February 25, 2026. New features help advisors track client estate plans faster and reduce repetitive work.
Learn MoreHow to move U.S. real estate into a revocable living trust without causing tax rules, loan terms or probate court.
Learn MoreEstate planning is hard, and timing is human
Learn MoreHow to retitle checking, savings, CDs, and cash assets so your revocable trust actually works when it’s needed.
Learn MoreA practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.
Learn MoreComplex estate planning made simple
Learn MoreA practical guide to keeping digital assets out of probate
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Most people wait too long to start estate planning—and pay for it later. Attorney CJ Eagar makes the case for starting early: protect your family, reduce costs, and stay flexible as life evolves. Estate planning isn’t for someday—it’s for everyone.
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What the “GRAT hurdle rate” actually means
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Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.
Learn MoreEstate planning is no longer a "nice-to-have." It’s one of the most effective ways to retain assets across generations. When you make it a core part of your value, you build trust, deepen loyalty, and future-proof your book.
Learn MoreQCDs are one of the more underused tools in charitable and retirement planning, and thanks to recent changes in the tax code, they’ve become even more valuable.
Learn MorePowers of Attorney: The simple documents that save families time, money, and heartache.
Learn MoreWhat every estate planner should know to stay trusted, relevant, and retained.
Learn MoreHere's what you need to know about simple wills and whether they really keep life simple.
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