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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
Employees 27
Industries Financial Services, IT, Legal Tech +1
Social

BounceWatch is an independent company data service, not affiliated with Estate Guru . To contact Estate Guru , visit estateguru.com.

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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.

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

No funding data available for Estate Guru yet.

Estate Guru Alternatives & Competitors

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Estate Guru vs
Copenbarger & Copenbarger LLP
Copenbarger & Copenbarger LLP United States

Copenbarger & Copenbarger, LLP strives to find comprehensive legal and financial solutions that suit...

35 employees
Financial Services, Legal Tech
Estate Guru vs
Willful
Willful Canada

Building a suite of estate planning products for Canadian consumers

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Compare Estate Guru vs Willful
Estate Guru vs
Surratt Law Practice
Surratt Law Practice United States

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13 employees
Legal Tech, Real Estate
Also compare with: Estate Guru vs American Academy of Estate Planning Attorneys American Academy of Estate Planning Attorneys View all alternatives

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 Financial Services, IT, Legal Tech and Real Estate. Its work centres on Estate Planning, Legal Software, Attorney Services and Financial Planning.
Estate Guru has approximately 27 employees.
Top alternatives and competitors to Estate Guru include Copenbarger & Copenbarger LLP, Willful, Surratt Law Practice, Burner Prudenti Law, P.C., Special Needs Financial Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Estate Guru and Copenbarger & Copenbarger LLP 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.

Source: BounceWatch company record for Estate Guru , https://bouncewatch.com/company/estate-guru, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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