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Estate Guru is backed by a nationwide network of attorneys who review and approve estate plans through our software. Attorney-led is what sets us apart and makes sure all of our estate plans are backed from intake to delivery.

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The next two decades
$124T
the great wealth transfer

Over the next two decades an estimated $124T in total assets is anticipated to transfer in the U.S.

180M
Americans with no estate plan

Opportunity to serve the 180 million adults in the U.S. who have neither a will nor a trust is at an all-time high.

1.2M+
estate documents created

Over 1,200,000+ documents on our platform are helping families across the country.

Benefits

Joining our Attorney Network

Join a network of attorneys who review and approve estate plans through our software.

Apply to join our Attorney Network.
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“Estate Guru does something rare in this space: it gives advisors a way to offer real legal outcomes without crossing legal lines. As an attorney, I can stand behind the plans clients create—because they are attorney-built.”
— Jessica L., Estate Planning Attorney in the Estate Guru Network

Some of our latest insights

QCDs Just Got Smarter Under the New Tax Law

QCDs Just Got Smarter Under the New Tax Law
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Customer Story: Chambers O'Brien

Customer Story: Chambers O'Brien
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