Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys. Our network of attorneys across the nation create, review, and approve documents for every estate plan. Join the thousands of advisors leveraging Estate Guru to provide tailored estate plans, capture more AUM, connect with the next generation of clients, and streamline their estate planning process with one legally sound solution.
Company Details
- Employees
- 39
- Founded
- -
- Address
- 410 S University Ave, Provo,utah 84601,united States
- Phone
- (385) 240-6400
- in****@****uru.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- estateguru.com
- Keywords
- Estate Planning, Wills, Revocable Living Trusts, Powers of Attorney, Estate Settlement, Estate Planning Software, Automation, Document Creation, Living Wills, Healthcare Powers of Attorney, Financial Powers of Attorney, Asset Funding.
- HQ
- Provo, Utah
Estate Guru Questions
Estate Guru's helpline number is (385) 240-6400
Estate Guru's website is estateguru.com
Estate Guru's LinkedIn profile is https://www.linkedin.com/company/estate-guru
Estate Guru has
39 employees.
View email and phone details for 39
employees at Estate Guru.
Estate Guru's industry is
Financial Services
Estate Guru's top competitors are
Stat,
Encorestate Plans,
Album,
Qualio,
Wealth.com,
Luminary,
Estate Plan Navigator,
Estateguru.co,
Wealthbox,
Vanilla.
Estate Guru's support email address is info@estateguru.com
Estate Guru's categories are Financial Services
Estate Guru's founding year is 2014
