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Estate Guru

estateguru.com

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Spec score 7.3 #17 of 24 in Estate Planning Software

Spec sheet

Product
Estate Guru is an attorney-led estate planning platform for advisors, attorneys, and institutions.Read 7 Oct 2026 · estateguru.com
Intended users
The platform is designed for financial advisors, attorneys, and institutions, and the company says it is not a DIY platform.Read 7 Oct 2026 · estateguru.com
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.Read 7 Oct 2026 · estateguru.com
AI and sandbox
The platform offers in-platform AI guidance and sandbox mode for testing scenarios and building sample plans.Read 7 Oct 2026 · estateguru.com
Attorney review
Attorney Prompts flag selected intake answers for review by a licensed attorney or in-house legal operations team.Read 7 Oct 2026 · estateguru.com
Document sign-off
Generated plans include the name and bar number of the responsible attorney.Read 7 Oct 2026 · estateguru.com
Guided intake
Its Legal Logic system uses attorney-authored rules to recommend plans based on state rules and client inputs.Read 7 Oct 2026 · estateguru.com
Included documents
The company says essential powers of attorney are included with every plan.Read 7 Oct 2026 · estateguru.com
Integrations and branding
Estate Guru says institutions can integrate or white-label the platform to fit their member experience.Read 7 Oct 2026 · estateguru.com
Plan tracking
Users can track signatures, funding status, and remaining tasks across clients and teams.Read 7 Oct 2026 · estateguru.com
Pricing
The pricing page describes subscription pricing and directs prospective customers to book a demo for pricing.Read 7 Oct 2026 · estateguru.com
Security and compliance
The homepage identifies the platform as SOC 2 Type II compliant and says it uses UPL-safe workflows.Read 7 Oct 2026 · estateguru.com
Trust funding
The platform prepares real estate deeds to help clients move property into trusts.Read 7 Oct 2026 · estateguru.com
Visualizations
Interactive diagrams show people involved, asset flows, and plan coverage.Read 7 Oct 2026 · estateguru.com

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

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Where Specifiction places it

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