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Product
Product
Attorney-backed software built for advisors and institutions.
Our Process
Collaboration
Working with attorneys has never been simpler. An attorney is assigned to each file to ensure additional...
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About
Our Mission
To empower our customers to grow their business by cultivating stable and generational relationships with clients using best-in-market tools that are reliable, compliant and easy-to-use.
O...
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Estate Guru Plus
Why Should You Have An Estate Plan?
At Estate Guru, we work with your financial advisor to provide you with a comprehensive estate plan using our state of the art software and our network of estate pl...
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Resources
Resources
FAQs
What is an estate plan?
Estate planning is the systematic process of anticipating and arranging for the management and disposal of one’s assets. However, estate planning isn't truly abo...
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Pricing Plans
PRICING PLANS
Solo / Small Team
Enterprise
Unlimited Users
Complete Will Package
Healthcare Power of Attorney(s)
Attorney assigned to file
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Institutions
INSTITUTIONS
Compliant Collaboration
Deliver a complete on-brand experience that feels in-house.
With our white labeling services, the client experience feels fully in-house.
Seamless
Feature Your Pr...