Estate planning just got easy

Smart, attorney-connected software built for
advisors, attorneys, and institutions.

WHY ESTATE GURU

Access to real attorneys and
legally sound documents

Attorney-connected

Each plan is assigned to a real attorney within the platform—so now you can keep everything in-house.

Increase AUM

Get a full picture of your client's finances so you can capture more AUM and grow your practice.

Build generational clients

Easily connect with the next generation of clients with a quick link to beneficiaries and others named in the plan.

Provide tailored estate plans

Cater to each client with estate plans tailored to their specific needs. No more one-size-fits-all document templates.

WHY ESTATE GURU

Setup is easy

Create, share, maintain, and settle estates all in one place

Deliver legally sound documents backed by our nationwide attorney network

Generate leads, expand your services, and grow your practice