Estate Guru
HQ Address
560 S 100 W, Ste. #1, Provo, UT 84601, United States
Website Address
Business introduction
The only attorney-led estate planning software
The only estate planning platform with attorneys embedded from the start. Create, manage, visualize, fund, and grow client plans—all in one place
Our story
Estate planning needed a modern foundation. We built one with legal integrity at its core.
After 30+ years helping families protect what matters, we saw the same roadblocks again and again: clients left behind by outdated processes, advisors forced to choose between risk and referral, and attorneys overwhelmed by manual tasks. Estate planning wasn’t working—for anyone.
So we brought together top estate attorneys, engineers, and financial professionals to reimagine it from the ground up. The result is Estate Guru: a platform where licensed legal logic powers every plan, professionals stay in control, and compliance is never optional.
We built it to make estate planning more accurate, more human, and more aligned with real life—so every client can access the kind of plan that holds up when it matters most.
Built at the base of the beautiful Wasatch Front, supported nationwide.
Estate Guru Solutions
Estate Guru Platform
Guided intake with layered expertise in every step Our platform matches clients with licensed attorneys and prompts expert legal review when complexity arises—so every plan stays compliant, accurate, and tailored to your client’s needs. Start with legal—not templates Before any documents are created, your client’s responses go through a guided intake powered by......
