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Estate Guru logo — Attorney-embedded estate planning software made for advisors...

Estate Guru

Attorney-embedded estate planning software made for advisors, lawyers, and institutions

Founded 2014 United States Provo, United States 27 employees Financial Services, IT +2

General Information

Company Name Estate Guru
Founded Year 2014
Location United States Provo, United States +1
Employees 27
Industries Financial Services, IT, Legal Tech +1
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About Estate Guru

Estate Guru is a financial services and real estate startup based in the United States, founded in 2014. The company provides attorney-embedded estate planning software designed for advisors, lawyers, and institutions. Their network of attorneys nationwide is responsible for creating, reviewing, and approving documents for every estate plan. Estate Guru enables thousands of advisors to offer customized estate plans, increase their assets under management, engage with the next generation of clients, and simplify their estate planning process using a single legally sound solution. The platform's slogan emphasizes its focus on attorneys, highlighting the integration of legal expertise into the estate planning software. Notably, Estate Guru does not currently disclose its latest investment or investors, suggesting potential opportunities for investment or strategic partnerships. With its unique positioning in the wealth management space, Estate Guru presents an intriguing investment prospect for venture capitalists seeking exposure to innovative solutions within the financial and real estate industries. In conclusion, Estate Guru has emerged as a compelling player in the estate planning software market, leveraging attorney expertise to provide a comprehensive and legally sound solution for advisors and professionals. With its potential for further investment and expansion, the company offers an exciting opportunity for venture capitalists looking to support disruptive technologies in the financial services sector.

Taxonomy: Estate Planning, Legal Software, Attorney Services, Financial Planning, Document Automation, Trust Management, Estate Settlement, Legal Technology, Wills, Living Trusts, Power of Attorney, Estate Administration

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Estate Guru Alternatives & Competitors

Estate Guru vs
AmeriEstate Legal Plan, Inc.
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Estate Guru vs
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Compare Estate Guru vs American Academy of Estate Planning Attorneys
Estate Guru vs
NC Planning
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FAQ About Estate Guru

Attorney-embedded estate planning software made for advisors, lawyers, and institutions
Estate Guru was founded in 2014.
Estate Guru is headquartered in Provo, United States.
Estate Guru operates in the following industries: Financial Services, IT, Legal Tech, Real Estate.
Estate Guru has approximately 27 employees.
Top alternatives and competitors to Estate Guru include AmeriEstate Legal Plan, Inc., American Academy of Estate Planning Attorneys, NC Planning, Dunwody White & Landon, P.A., Weinstock Manion. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Estate Guru and AmeriEstate Legal Plan, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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