Estate Guru

Details for importing assets from an external source into the Estate Guru platform.

Importing Assets

Access your Estate Guru account in just a few steps — where you can review your plan, upload or download documents, or manage updates.

Logging in to Estate Guru

Estate Guru Overview

Estate Guru equips planners with a platform to deliver legally-sound estate plans that preserve intent and protect what matters most.

About Estate Guru

Internal release notes covering the September 2 and September 9, 2026 deployments, plus bet progress.

September 2 and 9, 2026 Deployment — What's New

Product Updates 

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