Estate Guru
HQ Address
560 S 100 W, Ste. #1, Provo, UT 84601, United States
Website Address
Business introduction
Estate planning just got easy
Smart, attorney-guided software built for advisors and institutions
We’re powering the future of estate planning
Our mission is to empower advisors and attorneys to grow their business with best-in-market tools that are reliable, compliant, and easy to use.
Why people choose us
- Attorney-guided software
- Prospecting and lead generation
- Tailored estate plans
- Out-of-the-box solution
- 30+ years of estate planning experience
- Printing and shipping services
Our story
With thousands of satisfied clients under our belt, we knew estate planning could be simpler and smarter. That’s why we brought together the best of the best: techies, lawyers, financial planners, and visionaries, all working toward the same goal—to create a tool that would streamline estate planning for advisors, lawyers, and institutions, without losing quality and experience.
Estate Guru Solutions
Estate Guru
What we offer - Attorney-approved documents Revocable trusts Last will & testaments Powers of Attorney Healthcare directives Funding guides Special needs trusts Pick your solution Advisors - Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way. Institutions - A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations. Attorneys - An......
