Estate Planning

Have a plan, not just a stack of documents

Putting your affairs in order is crucial, yet an alarming number of people don’t take the necessary steps. Estate planning should be simple, fast, and convenient.

With Estate Guru, it is.

Our online analytics guide you every step of the way, helping create a secure estate plan to protect you and your loved ones.

Estate planning isn’t just about creating a set of documents left to sit; it’s about maintaining, funding, and settling them when the time comes.

  • Create

    Create, execute, and fund your estate plan specific to your needs

    Start for Free
  • Share

    Track and communicate with those you name in your estate plan

    Start for Free
  • Maintain

    Helping you know how and when to amend your estate plan as life circumstances change

    Start for Free
  • Settle

    Ensuring your wishes are carried out when the time comes

    Start for Free

Rather than hiring expensive lawyers to create the documents,

or trying to muddle through the tedious task yourself, Estate Guru asks you simple questions you already know the answer to and we do the rest.

Create the secure documents you need to protect you, your assets, and your loved ones

We’re with you no matter what life throws your way. When you sign up with Estate Guru, you are building a lifelong relationship, one where we guide you through the changes in life both big and small.

How We've Made It Simple

We have taken the estate planning process and made it simpler and more affordable. With our service you will be able to:

Easily Update

Easily update, keeping your estate planning documents relevant to you.
Start for Free

Easily Update

Easily update, keeping your estate planning documents relevant to you.
Start for Free

Easily Update

Easily update, keeping your estate planning documents relevant to you.
Start for Free

We’re with you

We will be there every step of the way, helping you update your documents as your life changes.
Start for Free

We’re with you

We will be there every step of the way, helping you update your documents as your life changes.
Start for Free

We’re with you

We will be there every step of the way, helping you update your documents as your life changes.
Start for Free

Secure Cloud Storage

Access your documents on our secure cloud storage.
Start for Free

Secure Cloud Storage

Access your documents on our secure cloud storage.
Start for Free

Secure Cloud Storage

Access your documents on our secure cloud storage.
Start for Free

Relevant Direction

Estate Guru will give you relevant direction on what needs to be done to make your plan more robust.
Start for Free

Relevant Direction

Estate Guru will give you relevant direction on what needs to be done to make your plan more robust.
Start for Free

Relevant Direction

Estate Guru will give you relevant direction on what needs to be done to make your plan more robust.
Start for Free

Simple Questions

Answer simple questions that will allow Estate Guru to advise you on the documents you need and seamlessly create them for you.
Start for Free

Simple Questions

Answer simple questions that will allow Estate Guru to advise you on the documents you need and seamlessly create them for you.
Start for Free

Simple Questions

Answer simple questions that will allow Estate Guru to advise you on the documents you need and seamlessly create them for you.
Start for Free

Get to Know Estate Guru