Learn why leading firms trust our attorney-led estate planning software–
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Estate Guru is backed by a nationwide network of attorneys who review and approve estate plans through our software. Attorney-led is what sets us apart and makes sure all of our estate plans are backed from intake to delivery.
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Over the next two decades an estimated $124T in total assets is anticipated to transfer in the U.S.
Opportunity to serve the 180 million adults in the U.S. who have neither a will nor a trust is at an all-time high.
Over 1,200,000+ documents on our platform are helping families across the country.
Join a network of attorneys who review and approve estate plans through our software.
“Estate Guru does something rare in this space: it gives advisors a way to offer real legal outcomes without crossing legal lines. As an attorney, I can stand behind the plans clients create—because they are attorney-built.”
— Jessica L., Estate Planning Attorney in the Estate Guru Network
Estate Guru makes compliant, attorney-led planning simple—for you and your clients.
Book a demo1. Approve the platform legal logic.
2. Step in on flagged plans that need extra legal insight—and field referrals if they choose.
1. When plans go through our platform without being flagged.
2. For providing insight on flagged plans in collaboration with our legal support team and/or advisors and clients.
3. Direct referrals, where the attorneys bill at their own rate.
Our legal support staff—a team of experienced paralegals and legal assistants with estate planning backgrounds. They know the platform deeply, handle client next steps, and involve the attorney only when true legal expertise is needed.
To grow their practice, earn passive income, let simple cases run in the background, and strengthen their professional visibility through our network.
Yes. Estate Guru is SOC 2 compliant and backed by legal oversight—your clients are protected at every step.
Not at all. Once the legal logic is approved, most plans run through our platform automatically. Attorneys are only involved when something is flagged, and our support team handles much of the initial client communication and prep. Turn around time from attorney's averages less than 2 business days.
Estate planning attorneys, and those in adjacent fields like elder law and probate.
No. This complements their existing practice—it adds referrals and revenue without replacing their business.
