
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys. Our network of attorneys across the nation create, review, and approve documents for every estate plan. Join the thousands of advisors leveraging Estate Guru to provide tailored estate plans, capture more AUM, connect with the next generation of clients, and streamline their estate planning process with one legally sound solution
Estate planning,wills,revocable living trusts,powers of attorney,estate settlement,estate planning software,automation,document creation,living wills,healthcare powers of attorney,financial powers of attorney,and asset funding
Estate guru operates in the Financial services industry.
Estate guru's revenue is 11m - 100m
Estate guru has 11 - 50 employees.
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