HNW and UHNW client outcomes on tap.

The Estate Guru Private Client Network isn't just a network, it's a flywheel for client outcomes. Vetted attorneys, valuation partners and independent trust companies trained and built in complexity collaborating with you in the loop.

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Designed with:

UHNW & HNW Attorneys | Tax Attorneys | Independent Trust Companies | Valuation Firms

Core Features

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Expertise that competes for you, not with you

Our specialists never manage assets, pitch products, or solicit clients. They're here to support your work—not replace it.

Designed for the HNW client

Built for nuance: business ownership, family trusts, wealth transfers, and the multi-stakeholder realities of today’s top clients.

Scale high-touch planning

Handle complex client needs without building a legal bench. Use us for edge cases or make it a full offering—it flexes with your firm.

Stay front and center

Designed to help you deliver expert outcomes without giving up the lead.

For clients who need help after docs are signed, we’ve partnered with top-tier independent trust companies to support long-term administration.

A smarter way to win and retain high-value clients.

Whether you're supporting a first-gen founder or a multi-generational family, the Private Client Network gives you the expert depth to serve them well—without giving up the relationship.

Business Succession Planning

Family Limited Partnerships (FLPs)

Dynasty Trusts

Grantor Retained Annuity Trusts (GRATs)

Charitable Remainder Trusts (CRTs)

Private Foundations

Donor-Advised Funds

Multi-Generational Wealth Transfer

Complex Gifting Strategies

Valuation Discounts

Valuation Appraisals

Homestead Specific Language

QDOT Language

Trust Planning for Carried Interest

Multi-Jurisdictional Assets (U.S. & Int.)

Qualified Plan Language

Indebtedness of Beneficiaries

Existing Trusts

A/B/C Trusts

Pre-Liquidity Event Structuring (e.g. M&A, IPO)

Asset Protection Trusts

Entity Layering

Trust Contests

Holding Companies

Directed Trusts

Art & Collectibles

Power to Own a Sub-S Corporation

Family Business Legacy Planning

Custom Distribution Terms

Non-US Citizen

Spend Thrift Provisions

Married Separate Trusts

Intellectual Property Planning

High-Value Asset Titling

Private Legal

Tax Teams

A smarter way to win and refer high-value clients.

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Custom Form Example

Advisor Information

First Name: * Last Name: * Business Name: * Registered Investment Advisor (RIA): * Email: * Phone: *

Additional Information

Preferred Main Point of Contact: * Estate Guru Software Access: *

Client Information

Client First Name: * Client Last Name: * Client Email: * Client Phone Number: * Client State: * Client estimated net worth: *

Please provide additional details.

When will your client be ready to engage with the attorney? *