{"name":"Estateguru","domain":"estateguru.com","url":"https://optimly.ai/brand/estateguru","is_claimed":false,"categories":["legal-technology"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://estateguru.com","updated_at":"2026-10-04T00:05:48.465000+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://estateguru.com","updated_at":"2026-10-04T00:05:48.465000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Estate planning software platform offering guided intake\nattorney-recommended plans\nAttorney Prompts™ during drafting\nfinal documents with legal sign-off\nin-platform trust funding (real estate deeds)\nestate plan visualizations\nand client/task tracking. Includes access to a national network of vetted estate planning attorneys.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://estateguru.com","updated_at":"2026-10-04T00:05:48.465000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Not explicitly stated.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://estateguru.com","updated_at":"2026-10-04T00:05:48.465000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial planners, financial institutions, attorneys, advisors, and insurance agents.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://estateguru.com","updated_at":"2026-10-04T00:05:48.465000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:05:48.465000+00:00","last_changed_at":"2026-10-17T23:45:08.048430+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=cf0c7d94-affe-4181-a19f-f2b14dc6abf0"}