Estate Guru

At Estate Guru, we’ve reimagined estate planning and built attorney-guided software designed to save you time and grow your business. So now advisors, lawyers, and institutions can skip out on the extra fees and document templates, and provide personalized and legally sound documents for every client. Our interface is user-friendly, so estate plans are easy to maintain and update throughout every life stage. With Estate Guru, you can minimize asset flight, build relationships with the next generation, and maximize your core products and services. A little background on us: With thousands of satisfied clients under our belt, we knew estate planning could be simpler and smarter. That's why we brought together the best of the best: techies, lawyers, financial planners, and visionaries, all working towards the same goal—to create a revolutionary tool that would streamline estate planning for advisors, lawyers, and institutions.