
Estate Guru
5.3#24 in estate planning softwareWeb
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| Fact | Estate Guru | Everplans |
|---|---|---|
| Intended users | The platform is designed for financial advisors, attorneys, and institutions, and the company says it is not a DIY platform. | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. |
| 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. | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. |
Estate Guru suits financial advisors, attorneys, and institutions seeking a professionally oriented estate planning platform. The company says it is not a DIY platform.
Everplans suits individuals and families who want to organize household documents, information, and personal decisions in one place. Financial advisors can access Everplans Professional on the web, while individuals can use the iOS app for personal Everplan tasks.