Estate Guru
Estate Guru: A broad estate-planning workspace built around attorney oversight and client tracking. Ranked #11 of 24 in Estate Planning Software by our editors (6.3/10); pricing: Pricing on request; best for attorney-led end-to-end estate workflows.
At a glance
- Editor score6.3 / 10
- PricingPricing on request
- Best forAttorney-led end-to-end estate workflows
- Free planNo
- Planning scopeFull_estate_plan
- Facts checked20 Sep 2026
Where it wins
- Covers wills, trusts, powers of attorney, and healthcare documents
- Adds trust funding support, attorney-prepared deeds, and document storage
- Tracks clients, teams, tasks, signing, funding, revisions, and plan updates
Where it doesn't
- Pricing requires contacting sales and booking a demo
- Designed for professional and institutional workflows rather than DIY consumers
- Available through the web platform only
Our verdict on Estate Guru
Estate Guru is a web-based estate planning platform for financial advisors, attorneys, institutions, and their clients. Its workflow spans adaptive guided assessments, state-specific legal logic, attorney oversight, legal review, and the preparation of wills, trusts, powers of attorney, and healthcare documents. It also supports beneficiary planning, trust funding, attorney-prepared deeds, digital document storage, estate plan visualizations, revisions, and document regeneration. The overall fit is strongest for organizations that want clients and legal professionals working within one managed estate-planning process.
The platform’s main strength is breadth across the estate-planning lifecycle. Rather than stopping at document creation, Estate Guru connects assessment, legal review, funding, signing, storage, and ongoing plan management. Visualizations can help present an estate plan, while revision and regeneration features support changes over time. Client, team, and task tracking add an operational layer for professional practices and institutions managing multiple matters. That scope makes it a better match for attorney-led workflows than for individuals seeking a standalone form-filling tool.
Pricing is handled through contact with sales, and the official path directs prospects to book a demo. There is no free plan, so buyers should expect a sales-led evaluation rather than self-serve plan selection. Estate Guru should appeal to attorneys, advisors, and institutions that value oversight, state-specific logic, trust support, and continuing access to stored documents. Individuals looking for a simple do-it-yourself consumer experience, or teams that require a non-web platform, should consider a narrower or differently delivered alternative.
Estate Guru pricing
Estate Guru fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Planning scope | Full_estate_plan |
| Trust support | Yes |
| Power of attorney | Yes |
| Beneficiary planning | Yes |
| Attorney review | Yes |
| State coverage | Not verified |
| Document storage | Yes |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Support | Email, Live chat, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request (source) |
| Website | estateguru.com |
| Facts checked | 20 Sep 2026 |
Alternatives to Estate Guru
- EncorEstate PlansA full, human-reviewed estate planning workflow for advisors and their clients.9.6
- Trust & WillA broad guided estate-planning service with free access and paid will and trust plans.9.0
- LegalZoom Estate PlanningA broad estate-planning service for people who want documents plus attorney access.8.0
See all Estate Guru alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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