Estate planning should feel exceptional and personal — designed to reflect the people and priorities behind every decision.
Estate Guru helps advisors, attorneys, and institutions deliver estate plans that honor client intent, protect legacies, and meet rigorous legal standards — without added complexity or cost.
Our platform combines attorney oversight, Legal Logic technology, and intuitive design to provide estate planning that’s clear, compliant, and ready when life happens.
Whether a client needs a simple will or a full trust package, you get the tools to deliver it — efficiently, accurately, and with the confidence that their wishes will stand strong when it matters most.
What We Do
Estate Guru is a wealth transfer technology platform that combines smart legal logic, real attorney oversight, and a clean, user-friendly experience. Whether a client needs a simple will or a comprehensive trust package, Estate Guru delivers legally sound, easy-to-complete documents to individuals and families.
How It Works
1. A platform designed for exceptional outcomes
Our platform is built to support every touchpoint in the estate planning process — for both clients and planners. By blending design with legal expertise, the platform makes estate planning feel clear, accessible, and made for real life.
2. A guided assessment helps build the right plan
The assessment adapts to each client’s family, finances, and goals — asking only what’s relevant. Every plan is assigned a licensed attorney who provides oversight when needed to ensure the documents are legally sound.
3. Plans are reviewed, finalized, and delivered
Clients and their advisors can review and revise the documents before they're finalized. Once approved by a licensed attorney, the estate plan is printed, shipped in a custom binder, and stored digitally for ongoing access or updates.
Who It's For
Estate Guru is for:
Advisors who want to offer estate planning services with built-in legal oversight.
Attorneys who need a platform to scale with their practice.
Institutions that want to preserve relationships and anchor assets across generations.
Clients who want the confidence that the things that matter most will pass on to the people who matter most.
Why It Matters
It’s not just about documents. Estate planning is how we protect families, honor intent, and make sure everything ends up where it truly belongs.
Estate Guru exists to make that possible.
By combining intelligent technology, legal oversight, and human-centered design, we help exceptional planners deliver compliant plans that can evolve with each new life event.