Estate Guru Company Profile, Contacts & Intelligence

Financial ServicesProvo, Utah, United States39 employeesFounded 2014
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
39
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
2
Mapped contact coverage

Estate Guru Overview

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.

Headquarters
Provo, Utah, United States
Website
estateguru.com
Industry
Financial Services
Founded
2014
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
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

Estate Guru Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Estate Guru's company email domain.
General
4
Sales
1

Estate Guru People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

E
Eric Tomlinson
Ux/ui Product Design Leadership
S
Scott Kiester
Distinguished Engineer @Estateguru - Ex-symantec - Authentication - Security - Identity Management
E
E
Eddy Pulido
E
T
Tom Ginter
Vice President of Software Development at Estateguru
EP

Estate Guru Workforce Composition

Seniority breakdown across 11 visible profiles.

Individual contributor
6
Executive
3
Manager
1
Senior / Lead
1

Estate Guru Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
3
Product / design
1

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