Estate Guru

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

General Information
Company Name
Estate Guru
Founded Year
2014
Location (Offices)
Provo, United States +1
Founders / Decision Makers
Number of Employees
27
Industries
Financial Services, IT, Legal Tech +1
Funding Stage
-
Social Media

Estate Guru - Company Profile

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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