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Estate Guru
What Estate Guru is
Estate Guru is a web-based estate planning platform for financial advisors, attorneys, and institutions. It is built for professional use, not as a do-it-yourself planning service. Its Legal Logic system applies attorney-authored rules to state requirements and a client’s intake answers to recommend plans. During intake, Attorney Prompts flag selected responses for review by a licensed attorney or an in-house legal operations team. Generated plans name the responsible attorney and include that attorney’s bar number. Estate Guru can prepare real estate deeds to help move property into trusts, while teams can follow signatures, funding status, and outstanding tasks across clients. Interactive diagrams map the people involved, asset flows, and plan coverage. The platform also provides in-product AI guidance and a sandbox for exploring scenarios and assembling sample plans. Estate Guru says essential powers of attorney come with every plan. It supports full estate plans, trusts, beneficiary planning, and document storage. Institutions can integrate or white-label the service. The company identifies the platform as SOC 2 Type II compliant and says its workflows are UPL-safe. Subscription pricing is discussed in a demo; prospective customers can book one through the pricing page.
Who it suits
Estate Guru suits financial advisors, attorneys, and institutions seeking a professional estate-planning workflow with attorney review and team tracking. It is not intended for people looking for a DIY platform.
What it does well
- Attorney-authored rules recommend plans from state requirements and client answers.
- Selected intake responses can be flagged for attorney or legal-operations review.
- Plans identify the responsible attorney by name and bar number.
- Teams can track signatures, trust funding, and remaining tasks.
- Institutions can integrate or white-label the platform.
What to know first
- There is no free plan.
- Subscription pricing requires a demo.
- The platform is web-based.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Subscription pricing (pricing requires demo) | All-in-one subscription pricing; pricing discussed in a demo | On request |
As estateguru.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Estate Guru website.
- Book a demo to discuss subscription pricing.
- Use the web platform for professional estate-planning workflows.
Verdict
Choose Estate Guru if your advisory, legal, or institutional team needs attorney-led estate planning, trust support, and cross-client tracking. Look elsewhere if you need a DIY service or want to see a price without booking a demo.
Questions
How much does Estate Guru cost?
Estate Guru uses subscription pricing, with pricing discussed in a demo.
Is there a free plan?
No. Estate Guru is a paid service and has no free plan.
Who is Estate Guru for?
It is designed for financial advisors, attorneys, and institutions, rather than DIY users.
What estate-planning work does it support?
It supports full estate plans, trusts, beneficiary planning, and document storage. Essential powers of attorney are included with every plan, according to the company.
Can institutions adapt the service to their member experience?
Yes. Institutions can integrate or white-label the platform.
What platform does Estate Guru support?
Estate Guru is available on the web.
Facts from Estate Guru's own pages
- AI and sandbox
- The platform offers in-platform AI guidance and sandbox mode for testing scenarios and building sample plans. · estateguru.com, 7 Oct 2026
- Attorney review
- Attorney Prompts flag selected intake answers for review by a licensed attorney or in-house legal operations team. · estateguru.com, 7 Oct 2026
- Document sign-off
- Generated plans include the name and bar number of the responsible attorney. · estateguru.com, 7 Oct 2026
- Guided intake
- Its Legal Logic system uses attorney-authored rules to recommend plans based on state rules and client inputs. · estateguru.com, 7 Oct 2026
- Included documents
- The company says essential powers of attorney are included with every plan. · estateguru.com, 7 Oct 2026
- Integrations and branding
- Estate Guru says institutions can integrate or white-label the platform to fit their member experience. · estateguru.com, 7 Oct 2026
- Intended users
- The platform is designed for financial advisors, attorneys, and institutions, and the company says it is not a DIY platform. · estateguru.com, 7 Oct 2026
- Plan tracking
- Users can track signatures, funding status, and remaining tasks across clients and teams. · estateguru.com, 7 Oct 2026
- Pricing
- The pricing page describes subscription pricing and directs prospective customers to book a demo for pricing. · estateguru.com, 7 Oct 2026
- Product
- Estate Guru is an attorney-led estate planning platform for advisors, attorneys, and institutions. · estateguru.com, 7 Oct 2026
- Security and compliance
- The homepage identifies the platform as SOC 2 Type II compliant and says it uses UPL-safe workflows. · estateguru.com, 7 Oct 2026
- 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. · estateguru.com, 7 Oct 2026
- Trust funding
- The platform prepares real estate deeds to help clients move property into trusts. · estateguru.com, 7 Oct 2026
- Visualizations
- Interactive diagrams show people involved, asset flows, and plan coverage. · estateguru.com, 7 Oct 2026
Where Estate Guru stands on Freedom251
- Estate Planning Software#10 of 24