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 that process feel clear and confident from the start.
How It Works
Your experience begins with a simple, guided assessment designed to understand your unique family, goals, and circumstances. Based on your answers, a licensed attorney from our partner network will evaluate your needs and recommend the right plan for your situation — either 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.