Vendor
Estate Guru
Estate Guru is an estate planning platform with embedded attorneys, allowing financial planners, institutions, and attorneys to create and manage client estate plans in one place.
Salt Lake City, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Estate Guru
Estate Guru is an estate planning platform with embedded attorneys, allowing financial planners, institutions, and attorneys to create and manage client estate plans in one place.
Capability matrix
| Capability | Estate Guru |
|---|---|
| Estate Planning | ● |
Parent organization
Estate Guru
Founded
2023
Scale
1 sector presence