Estate Guru
The product is an online estate planning software that integrates licensed attorneys into the planning process, allowing financial advisors to develop tailored estate plans while ensuring compliance with legal standards. It utilizes dynamic questionnaires and attorney-guided workflows to improve the planning experience and meet clients' specific requirements.
- Industry: Estate & Life Planning
- Location: Provo, Utah, United States
- Founded: 2013-01-01
- Website: https://estateguru.com
Product & Features
- Estate Guru combines smart software with legal expertise to create compliant and adaptable estate plans.
- The platform uses guided intake powered by attorney-authored logic to recommend appropriate plans based on client inputs.
- Attorney Prompts™ flag complex issues for review, ensuring legal accuracy and compliance throughout the planning process.
- Visual diagrams clarify asset flow and involved parties, enhancing client understanding of their estate plans.
- The platform supports multigenerational planning by identifying gaps and ensuring all beneficiaries have necessary documents.
- Essential powers of attorney are included with every plan, providing immediate value to clients.
- Flexible delivery options allow users to choose between self-service and guided support tailored to client needs.
Notable Customers
- Chambers O'Brien
- Chambers O'Brien Taxes, Retirement & Wealth Management
Founders & Team
- Jonathan Warenne — CEO
Recent News
- How it works for Advisors | Estate Guru (2023-10)
- Attorney Network - Estate Guru (2023-08)
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Frequently Asked Questions
What is Estate Guru?
The product is an online estate planning software that integrates licensed attorneys into the planning process, allowing financial advisors to develop tailored estate plans while ensuring compliance with legal standards. It utilizes dynamic questionnaires and attorney-guided workflows to improve…
What does Estate Guru do?
Estate Guru combines smart software with legal expertise to create compliant and adaptable estate plans. The platform uses guided intake powered by attorney-authored logic to recommend appropriate plans based on client inputs. Attorney Prompts™ flag complex issues for review, ensuring legal accuracy and compliance throughout the planning process.
Who are Estate Guru's customers?
Estate Guru's customers include Chambers O'Brien, Chambers O'Brien Taxes, Retirement & Wealth Management.
Who founded Estate Guru?
Estate Guru was founded by Jonathan Warenne.
What category does Estate Guru fall under?
Estate Guru is a legal technology company in the Estate & Life Planning category.
Where is Estate Guru based?
Estate Guru is based in Provo, Utah, United States.