- Home
- Estate Planning Software
- Estate Guru
On the recordRead 7 Oct 202614 facts
Estate Guru
Plans and prices
Subscription pricing (pricing requires demo)
Priced on request
All-in-one subscription pricing; pricing discussed in a demo
Read 7 Oct 2026 · estateguru.com
On the record
- AI and sandbox
- The platform offers in-platform AI guidance and sandbox mode for testing scenarios and building sample plans.estateguru.com · read 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 · read 7 Oct 2026
- Document sign-off
- Generated plans include the name and bar number of the responsible attorney.estateguru.com · read 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 · read 7 Oct 2026
- Included documents
- The company says essential powers of attorney are included with every plan.estateguru.com · read 7 Oct 2026
- Integrations and branding
- Estate Guru says institutions can integrate or white-label the platform to fit their member experience.estateguru.com · read 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 · read 7 Oct 2026
- Plan tracking
- Users can track signatures, funding status, and remaining tasks across clients and teams.estateguru.com · read 7 Oct 2026
- Pricing
- The pricing page describes subscription pricing and directs prospective customers to book a demo for pricing.estateguru.com · read 7 Oct 2026
- Product
- Estate Guru is an attorney-led estate planning platform for advisors, attorneys, and institutions.estateguru.com · read 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 · read 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 · read 7 Oct 2026
- Trust funding
- The platform prepares real estate deeds to help clients move property into trusts.estateguru.com · read 7 Oct 2026
- Visualizations
- Interactive diagrams show people involved, asset flows, and plan coverage.estateguru.com · read 7 Oct 2026
