What departments does Estate Guru have?

Estate Guru has employees across 11 departments including Operations, Support, Engineering, Business Development, Product Management.

What is the largest department at Estate Guru?

The largest department at Estate Guru is Engineering with 6 employees.

Where are Estate Guru employees located globally?

Estate Guru has employees across 2 continents and 3 countries including India, United States Of America, Canada.

How has Estate Guru's team size changed over time?

Estate Guru's team has grown from approximately 33 to 38 employees based on available data.

Estate Guru Employee Directory

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.

Estate Guru Global Highlights

North America
43

United States Of America
42
Canada
1

Asia
1

India
1

Estate Guru's Leadership

J. C. W.
Ceo @ Estate Guru
Mobile Phone
Email
J. H.
Chief Executive Officer Estate Guru
Mobile Phone
Email
J. W.
Cto
Mobile Phone
Email
T. R.
Chief Operating Officer
Mobile Phone
Email
I. B.
Chief Experience Officer (cxo)
Mobile Phone
Email
K. M.
Chief Operating Officer
Mobile Phone
Email
C. T.
Vp Gtm
Mobile Phone
Email
C. H.
Vp Of Business Development And Strategic Partnerships
Mobile Phone
Email

Estate Guru Employee Metrics

100%

50%

0%

2026

2025

Legal
Sales
Business Development
Engineering
Product Management
Other
Banking
Business

Contact profiles from Estate Guru

Name

Title

Contact Info

Location

Last Update

J. C. W.
Ceo @ Estate Guru
Mobile Phone
Email
United StatesUtah
May 28, 2026
T. R.
Chief Operating Officer
Mobile Phone
Email
United StatesUtah
May 08, 2026
I. B.
Chief Experience Officer (cxo)
Mobile Phone
Email
United StatesUtah
May 28, 2026
T. C.
Partner
Mobile Phone
Email
United StatesUtah
Mar 28, 2025
J. W.
Cto
Mobile Phone
Email
United StatesUtah
Apr 21, 2026
K. M.
Chief Operating Officer
Mobile Phone
Email
United StatesUtah
Mar 29, 2025
J. H.
Chief Executive Officer Estate Guru
Mobile Phone
Email
United StatesUtah
Apr 30, 2026
R. K. M.
Partner
Mobile Phone
Email
United StatesUtah
Sep 14, 2024
S. H.
Founder And Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
C. T.
Vp Gtm
Mobile Phone
Email
United StatesUtah
Jun 03, 2026

Frequently Asked Questions

What is Estate Guru known for?

Estate Guru was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 410 South University Avenue Provo, Utah 84601 United States; you can contact the main corporate office by phone at

+1-385-240-****

. Explore Estate Guru's company overview page for more information.

What is Estate Guru's most common email format?

Estate Guru employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Estate Guru email formats with LeadIQ.

How many employees does Estate Guru have currently?

Estate Guru has approximately 44 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Estate Guru's key employees and leadership?

As of June 2026, Estate Guru's key employees include:

Ceo @ Estate Guru: J. C. W.
Chief Executive Officer Estate Guru: J. H.
Cto: J. W.
Chief Operating Officer: T. R.
Chief Experience Officer (cxo): I. B.

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Estate Guru Employee Directory

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