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Our Estate Plan Packages

See what’s included in each estate plan with Estate Guru — from wills and trusts to powers of attorney

Updated over a month ago

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.

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