What’s Included in Your Estate Plan
Whether you're planning ahead or responding to a life event, creating an estate plan ensures that your assets, health decisions, and personal legacy are handled the way you intend.
Estate Guru makes the process feel clear from the start, with attorney guidance built in at every step.
How It Works
It starts with a guided intake to understand your family, goals, and situation. Based on your responses, a licensed attorney from our partner network reviews your details and recommends the right plan: a Will or a Trust.
Once a recommendation is made, your documents are prepared with attorney oversight, delivered in print and digital formats, and ready for signature.
Estate Plan — Will (Per Person)
The Will Package includes:
Last Will and Testament
Financial Power of Attorney(s)
Healthcare Power of Attorney(s)
Attorney assigned to file
Printed documents with binder and organizational tabs
Cloud storage and secure document sharing
Estate Plan — Trust (Single / Married / Married Separate)
The Trust Package includes:
Revocable Living Trust
Certification of Trust
Pour-Over Will(s)
Comprehensive Transfer Document
Community Property Agreement (if applicable)
Schedule of Assets
Financial Power of Attorney(s)
Healthcare Power of Attorney(s)
Attorney assigned to file
Printed documents with binder and organizational tabs
Cloud storage and secure document sharing
Every plan is reviewed with care and prepared to meet state-specific legal standards — so you and your loved ones can move forward with clarity and confidence.