Estate Guru offers a cloud‑based platform that automates estate‑plan creation through a Legal Logic™ questionnaire and a nationwide network of licensed attorneys, generating attorney‑signed documents and handling trust‑funding workflows. The solution provides white‑label and API integration, enabling financial advisors, law firms, and wealth‑management institutions to deliver compliant, scalable estate‑planning services without building their own legal infrastructure.
Funding
Funding not disclosed
Founders
Product
Problem
Estate planning remains a fragmented, labor‑intensive process that requires state‑specific legal expertise, manual document drafting, and complex asset funding, creating compliance risk and operational bottlenecks for financial advisors, law firms, and institutions.
Solution
Estate Guru delivers a cloud‑based platform that embeds a nationwide network of licensed estate‑planning attorneys into every workflow. A proprietary Legal Logic™ engine drives a dynamic, attorney‑authored intake questionnaire, automatically selects the appropriate plan, and flags complex responses for attorney review via Attorney Prompts™. The system generates fully executed, attorney‑signed documents, prepares real‑estate deeds for trust funding, and visualizes asset flows for client transparency. All data are stored in a SOC 2‑compliant environment and can be white‑labeled or integrated via API, enabling advisors, firms, and institutions to offer compliant, scalable estate‑planning services without building legal infrastructure.
Target Audience
Primary users are financial advisors, estate‑planning attorneys, and wealth‑management institutions seeking a compliant, automated solution to create, manage, and fund estate plans for their clients.
Features
- Legal Logic™ dynamic questionnaire that applies state‑specific attorney‑authored rules to recommend the correct estate‑planning documents.
- Automatic assignment of a licensed attorney per client’s state, with real‑time Attorney Prompts™ for legal review of flagged items.
- End‑to‑end document generation, including revocable living trusts, wills, POAs, and deeds, bearing the assigned attorney’s name and bar number.
- Integrated trust‑funding workflow that prepares and files real‑estate deeds directly from the platform, eliminating external coordination.
- Interactive visualizations of plan structures, timelines, and multigenerational asset distributions for client understanding.
- 50‑state attorney network and UPL‑safe compliance framework, backed by SOC 2 Type II security controls.
- White‑label and API options for institutions to embed the solution within their own client portals.
- Optional Guru+ concierge service that provides live, guided client intake and plan delivery while allowing advisors to retain relationship control.