Estate Guru
Estate Guru is a web-based estate planning platform for financial advisors, attorneys, and institutions, designed for professional rather than do-it-yourself…
What Estate Guru is
Estate Guru is a web-based estate planning platform for financial advisors, attorneys, and institutions, designed for professional rather than do-it-yourself use. Its Legal Logic system applies attorney-authored rules to state requirements and client inputs to recommend plans. Attorney Prompts flag selected intake answers for review by a licensed attorney or in-house legal operations team, and generated plans identify the responsible attorney by name and bar number. The platform prepares real estate deeds to help move property into trusts, while client and team views track signatures, funding status, and remaining tasks. Interactive diagrams map people involved, asset flows, and plan coverage. Estate Guru also offers in-platform AI guidance and a sandbox for testing scenarios and building sample plans. The company says essential powers of attorney come with every plan. Institutions can integrate or white-label the service. The homepage identifies it as SOC 2 Type II compliant and says its workflows are UPL-safe. Subscription pricing is discussed in a demo; no price is listed. Support is available by phone Monday through Friday, 7:00 AM–5:00 PM Mountain Time, with a 24/7 help center.
Good
- Attorney-authored rules guide plan recommendations.
- Generated plans identify the responsible attorney.
- Tracks signatures, funding status, and tasks.
- Includes essential powers of attorney with every plan.
- Institutions can integrate or white-label the service.
Watch out
- Pricing requires a demo.
- The platform is not designed as a DIY service.
- Phone support is limited to weekday hours.
Who it suits
Estate Guru suits financial advisors, attorneys, and institutions seeking a professionally oriented estate planning platform. The company says it is not a DIY platform.
Verdict
Estate Guru combines guided planning, attorney review, trust-related deeds, and plan tracking for professional users. Prospective customers need a demo to discuss subscription pricing.
Plans and prices
From Estate Guru's own pricing page, checked 7 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Subscription pricing (pricing requires demo) | Priced on request | All-in-one subscription pricing; pricing discussed in a demo |
The facts
Each one read from Estate Guru's own pages, with the date it was checked.
What it does
- AI and sandbox
- The platform offers in-platform AI guidance and sandbox mode for testing scenarios and building sample plans.checked 7 Oct 2001
- Attorney review
- Attorney Prompts flag selected intake answers for review by a licensed attorney or in-house legal operations team.checked 7 Oct 2001
- Document sign-off
- Generated plans include the name and bar number of the responsible attorney.checked 7 Oct 2001
- Guided intake
- Its Legal Logic system uses attorney-authored rules to recommend plans based on state rules and client inputs.checked 7 Oct 2001
- Included documents
- The company says essential powers of attorney are included with every plan.checked 7 Oct 2001
- Integrations and branding
- Estate Guru says institutions can integrate or white-label the platform to fit their member experience.checked 7 Oct 2001
- Intended users
- The platform is designed for financial advisors, attorneys, and institutions, and the company says it is not a DIY platform.checked 7 Oct 2001
- Pricing
- The pricing page describes subscription pricing and directs prospective customers to book a demo for pricing.checked 7 Oct 2001
- Product
- Estate Guru is an attorney-led estate planning platform for advisors, attorneys, and institutions.checked 7 Oct 2001
- Security and compliance
- The homepage identifies the platform as SOC 2 Type II compliant and says it uses UPL-safe workflows.checked 7 Oct 2001
- Support
- Customer support is available by phone Monday through Friday, 7:00 AM–5:00 PM Mountain Time, and the help center is available 24/7.checked 7 Oct 2001
- Trust funding
- The platform prepares real estate deeds to help clients move property into trusts.checked 7 Oct 2001
- Visualizations
- Interactive diagrams show people involved, asset flows, and plan coverage.checked 7 Oct 2001
Money
- Plan tracking
- Users can track signatures, funding status, and remaining tasks across clients and teams.checked 7 Oct 2001
Alternatives to Estate Guru
- 1
Trust & Will
Free planAndroidiOSWebAPI8.0From $4.08 a month - 2
Everplans
Free planiOSWebAPI7.5From $8.33 a month - 3
InterActive Legal
AndroidiOSWebLinux7.4$99, paid once - 4
FreeWill
Free planWeb6.8Free plan - 56.7From $12.42 a month
- 6
Wealth.com
AndroidiOSWebAPI6.7