Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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Estate Guru is launching a community for financial advisors building estate planning into their practice. Find out what it is, who it’s for, and how to apply.
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George Chambers, a Florida financial advisor, joins our team for a live webinar to discuss estate planning experiences and strategies that have deepened client relationships and grown AUM year after year.
Learn MoreEstate plans tend to look settled right up until they have to be carried out.
Learn MoreLife insurance and annuities don’t fund into a trust; they coordinate with one.
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Retirement accounts, like IRAs, 401(k)s, 403(b)s, and most employer pensions, generally shouldn't be transferred into a revocable living trust.
Learn MoreOwnership follows registration, not intent.
Learn MoreThe assets most plans miss are the ones that live on paper.
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Financial advisors are asking AI questions about their practice, clients, and their role. Estate Guru researched the answers and compiled them into a report for financial advisors, explaining what AI does, where it falls short, and what it means for the future of financial advice, called Making Sense of AI 2026 Q2 report.
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When spouses, children, beneficiary designations, and inheritance goals collide, annuity planning becomes far more complicated than most families expect.
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Spend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
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RUFADAA gives fiduciaries legal authority over digital assets, but authority and access are not the same thing. Here's what the law actually does, where it falls short, and what advisors need to know.
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An estate planning attorney, Chad Brocato, based in Florida, explains what probate is, what it costs families, and how trust-based planning can change outcomes for clients.
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In community property states, what's yours before marriage may not stay yours after. Our CLO and licensed attorney breaks down the difference between separate and community property and how to protect what's yours before and after you say yes.
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Not all powers of attorney work the same way. Our CLO and licensed attorney explain the difference between springing and immediate POAs and what it means for your clients.
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Not all powers of attorney work the same way. Our CLO and licensed attorney explain the difference between springing and immediate POAs and what it means for your clients.
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One covers your medical care while you're alive. The other covers your estate after you're gone. CLO and licensed attorney CJ Eagar breaks down the difference between a living will and a last will and testament.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
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A will gives you instructions but not authority. Here's what actually happens in probate court and how smart planning keeps families out of it.
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Trustor, trustee, successor trustee, beneficiary. Here's what each role actually means and why getting them right matters.
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Helping advisors explain when a will is enough and when only a trust can do the job.
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Helping advisors explain the safety net that cleans up funding misses
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Seminars are one of the most powerful tools a financial advisor has. Here is what separates the ones that drive appointments.
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Our CLO and estate planning attorney, licensed in Arizona and Utah, joins us to answer the questions that financial advisors and their clients ask most about taxes and estate planning.
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Your first estate planning meeting isn't just about signing a will. Here's a practical guide to what it actually covers and how to walk in ready.
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CJ, Chief Legal Officer and licensed attorney, answers the estate planning questions financial advisors ask most, including navigating UPL, cross-state planning, and trust timelines.
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Helping advisors explain a powerful but often misunderstood document
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Our Chief Legal Officer has seen what happens when someone misunderstands a last will and testament. As a licensed attorney, he explains what it is, how it works, and what it protects. Watch his video to hear it from him.
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Why the estate planning document stack is so long and how to explain it to your clients
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Without an estate plan, even simple assets can take months or years to settle in probate court. Starting the planning process now is the only way to prevent that.
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Key Estate Planning Terms You Should Know
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For financial advisors who want a client experience that looks and feels like their own, the process just got a lot simpler
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Learn what’s changing in our estate planning platform on February 25, 2026. New features help advisors track client estate plans faster and reduce repetitive work.
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How to retitle checking, savings, CDs, and cash assets so your revocable trust actually works when it’s needed.
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How to move U.S. real estate into a revocable living trust without causing tax rules, loan terms or probate court.
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Estate planning is no longer a "nice-to-have." It’s one of the most effective ways to retain assets across generations. When you make it a core part of your value, you build trust, deepen loyalty, and future-proof your book.
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QCDs are one of the more underused tools in charitable and retirement planning, and thanks to recent changes in the tax code, they’ve become even more valuable.
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Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.
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Powers of Attorney: The simple documents that save families time, money, and heartache.
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Setting up a trust has more benefits than just avoiding court.
Learn MoreThis is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.
Learn MoreWhat today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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Here's where strategy beats theory.
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What every estate planner should know to stay trusted, relevant, and retained.
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Explore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.
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Here's what you need to know about simple wills and whether they really keep life simple.
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What actually happens when LLCs, partnerships, and closely held businesses meet trust law, entity agreements, and real-world administration.
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Most financial advisors trying to convert prospects to clients are solving the wrong problem. CFP and Couplr AI founder, Derek Notman, explains what actually drives conversion.
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An annuity may move money directly to beneficiaries, but a trust determines how the broader plan actually holds together.
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Understand how annuities transfer at death, who receives the asset, what taxes may apply, and the costly mistakes beneficiaries often discover too late.
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Even a simple estate can take 18 months to go through probate in California. Understanding why is the first step to helping California residents plan around it.
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Our Q1 2026 Quarterly Report draws on current industry research, advisor survey data, and market analytics to show where financial advisors stand today on technology, estate planning, and what clients expect from their financial advisors
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The exemption didn't fall in 2026. It rose. Here's what that means for the planning conversations you're having now.
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As of now: no reporting obligation. That could change quickly.
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Estate planning is hard, and timing is human
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A practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.
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Complex estate planning made simple
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A practical guide to keeping digital assets out of probate
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What the “GRAT hurdle rate” actually means
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Most people wait too long to start estate planning—and pay for it later. Attorney CJ Eagar makes the case for starting early: protect your family, reduce costs, and stay flexible as life evolves. Estate planning isn’t for someday—it’s for everyone.
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