Estateguru
Is this your brand? Claim it — free, and takes a minute with your work email.
Overview
Tagline Brand's website · 2026-10-04
The only attorney-led estate planning software with attorneys embedded from the start, offering a 50-state attorney network, UPL-Safe workflows, SOC 2 Type II compliance, proprietary Legal Logic™ for guided intake, and Attorney Prompts™ for legal review.
Description Brand's website · 2026-10-04
Estateguru is an attorney-led estate planning software platform designed for financial planners, institutions, and attorneys. It enables users to create, manage, visualize, fund, and track client estate plans, featuring a 50-state attorney network, UPL-Safe workflows, and SOC 2 Type II compliance. The platform integrates legal expertise throughout the process, from guided intake with Legal Logic™ and Attorney Prompts™ to final documents with legal sign-off.
Offerings
Core capabilities Brand's website · 2026-10-04
- Estate planning software platform offering guided intake
- attorney-recommended plans
- Attorney Prompts™ during drafting
- final documents with legal sign-off
- in-platform trust funding (real estate deeds)
- estate plan visualizations
- and client/task tracking. Includes access to a national network of vetted estate planning attorneys.
Pricing Brand's website · 2026-10-04
Not explicitly stated.
Audience
Target industry Brand's website · 2026-10-04
Financial planners, financial institutions, attorneys, advisors, and insurance agents.
Is this your business?
The information above is publicly sourced — assembled by Optimly from Estateguru's website and public pages.
Claim this profile to publish your own verified Business Profile and speak for Estateguru across the index.
Claim Estateguru — free →Page last updated 2026-10-17.