Estate Guru

Financial ServicesUtah, United States11-50 Employees

Estate Guru provides attorney-embedded estate planning software for advisors and professionals who offer estate planning services, including institutions and attorneys. The company operates a nationwide network of attorneys who create, review, and approve documents for every estate plan. It is based in Provo, Utah, at 410 South University Avenue, 84601, United States. Thousands of advisors use the platform to deliver tailored estate plans, connect with the next generation of clients, and streamline the planning process through a unified, legally sound solution. The organization employs between 11 and 50 people.

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