# Estateguru

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/estateguru
- **Dataset:** https://optimly.ai/brand/estateguru.json
- **Markdown:** https://optimly.ai/brand/estateguru/llms.txt
- **Official website:** https://estateguru.com
- **Slug:** estateguru
- **Categories:** legal-technology

## Overview

- **Tagline:** 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: Brand's website (https://estateguru.com) · 2026-10-04

- **Description:** 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: Brand's website (https://estateguru.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - 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.
Source: Brand's website (https://estateguru.com) · 2026-10-04

- **Pricing:** Not explicitly stated.
Source: Brand's website (https://estateguru.com) · 2026-10-04

## Audience

- **Target industry:** Financial planners, financial institutions, attorneys, advisors, and insurance agents.
Source: Brand's website (https://estateguru.com) · 2026-10-04

Page last updated 2026-10-17.