A platform powered by legal expertise and built for how you work
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The only attorney-led estate planning software.

Built for financial planners • institutions • attorneys

The only estate planning platform with attorneys embedded from the start. Create, manage, visualize, fund, and grow client plans—all in one place.

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Some of our customers

We give advisors, institutions, and attorneys the power to create, fund, and track attorney-led plans without missing a beat.

50-State Attorney Network  |  UPL-Safe Workflows  |  SOC 2 Type II Compliant

Core Features

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Attorney selected during intake
Advisors choose a licensed attorney in their state—or one is assigned automatically.
Attorney-recommended plans
Legal Logic™ analyzes intake responses to recommend the right plan—based on attorney-defined criteria.
Attorney Prompts™ during drafting
The platform flags certain answers and prompts Legal Review™ by the assigned attorney or our in-house legal support team.
Final documents with legal sign-off
The assigned attorney’s name appear on every finalized plan.

What expert estate planning looks like

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Estate Guru is your all-in-one estate planning platform

From the start, our platform matches clients with a licensed attorney aligned to their state’s regulations and keeps legal experts involved as complexity arises.

Guided intake that thinks like an attorney.

Our proprietary Legal Logic™ drives a dynamic questionnaire. Attorney Prompts™ flag issues for review by our in-house legal support team or the attorney on the plan—before anything goes out.

Trust funding that doesn’t stall out.

We prep real estate deeds in-platform, so clients can move property into trust without pausing for outside help.

Estate plan visualizations your clients can follow.

Turn complex plans into clear flows—From timelines to distributions, everything’s mapped out.

Stay on top of every moving piece.

See who’s signed, what’s funded, and what still needs attention—across clients, teams, and tasks.

More wallet share. Fewer blind spots.

Estate planning uncovers accounts, gaps, and priorities that don’t show up in a balance sheet.

Lean on our legal concierge team.

Turn complex plans into clear flows—From timelines to distributions, everything’s mapped out.

Explore the only estate planning platform where attorneys lead.
Explore platform

Built for every team in the room.

No matter how you support clients—advising, managing, or practicing law—we help you deliver meaningful outcomes with less risk and effort.

Advisors

Modern estate planning, no legal guesswork. You lead the relationship—we handle intake, documents, fulfillment, and outcomes.

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Attorneys

Grow your practice with smart tools that handle the admin, so you can stay focused on the legal work that matters.

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Institutions

Offer estate planning with licensed attorneys, full compliance, and your brand front and center.

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Trusted results. Proven outcomes.

"Estate Guru made every step easy to understand. What we thought would be overwhelming turned out to be simple, efficient, and deeply reassuring."
Tresha K.
Client
“Estate Guru made the process simple, clear, and easy to understand. We’d put this off for years, but with their help, estate planning finally felt manageable—and gave us real peace of mind.”
Daniel T.
Client
"Estate Guru’s Revocable Living Trust platform has transformed how I serve clients. It’s taken a time-consuming process and made it fast, intuitive, and client-friendly. My clients are more confident and engaged, which has directly boosted satisfaction and deepened trust. I’m saving hours and growing my business—this kind of value is hard to match."
George C.
President

A national network of
estate planning experts.

A nationwide network of top-tier estate planning attorneys—vetted for expertise, trusted for outcomes, and built to power your practice.

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About Guru+

Give your clients a guide.
Keep your calendar open.

Guru+ makes it easy to offer white-glove support—without doing it all yourself. We walk clients through intake, questions, and next steps so you don’t have to.

  • We lead the guided intake with your client
  • You decide where (and if) you want to step in
  • Our attorneys lead every plan, so compliance is never a question.
  • Clients get a consistent experience that builds trust and reflects your firm.
Learn more
Private Client Network

A full bench of experts, without the referral risk

Access to estate attorneys, tax advisors, and valuation specialists who work inside your client workflow. Every expert is independent and non-competing, so you get deep expertise without risking the relationship.

  • Designed for HNW clients
  • Access expert complex estate planning professionals
  • Refer top-tier experts without losing visibility
  • Clients get a consistent experience that builds trust and reflects your firm
Learn more

The estate planning platform built for real outcomes.

Book a quick demo to explore features, get pricing, and see how attorney-led planning can grow your business.

Book a demo

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