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Support when it matters most.

Find customer support, our complete estate planning help center, and chat support–all when you need it.

Estate Guru Support

Customer Support

Our customer support team is here to help with platform questions, document delivery, account access, and anything else that keeps you moving forward. We're quick to respond and ready to solve.

Here's how you can get in touch with support:
Phone: 385-240-6400
Email: support@estateguru.com

Monday - Friday 7:00 AM - 6:00 PM Mountain Time

Help Center

Browse articles, guides, and step-by-step walkthroughs on everything from creating plans to funding trusts. It’s searchable, clear, and available 24/7.

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Chat Support

Get quick answers without leaving the platform. Our in-app chat connects you with trained specialists and AI-guided tools, so whether you’re stuck or just curious, help is always available. Sign in to access chat.

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Onboarding Support

New to Estate Guru? Our onboarding team will walk you through the essentials. From platform basics to your first completed plan, we’ll help you (and your team) get confident, fast.

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What sets Estate Guru apart

Every part of our platform supports accuracy, compliance, and your client relationships—without adding to your workload. Here’s how:

Attorney-led from the start

Every plan runs on attorney-led logic, with built-in legal review—never optional, never an upsell.

Built to fit your workflow

Whether you drive the process or delegate it, our platform adapts to how you work best.

Real support, when it matters

Combine automation with live support from legal ops, attorneys, and trained experts.

Complete, and compliant

Plans arrive polished and ready to sign—accurate, enforceable, and built to last.

Some of our latest insights

How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late
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The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here
Learn More

Real legal oversight. Real client outcomes

See how Estate Guru makes compliant, attorney-led planning simple—for you and your clients.

Book a demo