Estate planning platform that routes clients through guided intake questionnaires, generates state-specific estate documents (wills, trusts, powers of attorney), and flags complex cases for review by attorneys in a nationwide network. Primary users are financial advisors who want to offer estate planning without referring clients to outside attorneys. Also serves estate planning attorneys seeking to reduce intake and formatting overhead, and institutions wanting white-label estate planning. Operates under Utah’s regulatory sandbox as a nonlawyer-owned company providing legal services. Small player in a rapidly growing estate tech market dominated by Trust & Will (Deloitte Fast 500, 456% growth) and Wealth.com (institutional partnerships). T3 2025 Software Survey shows 11 advisor respondents using it, down from 20 in 2024. Founded in Provo, Utah by Scot Hymas; described as ‘profitable’ by UGrowth Fund (BYU student-run VC) but listed as ‘unfunded’ by Tracxn despite vendor claiming $4M funding.
Company Info
- Founded: 2013
- Team size: 11-50 employees
- HQ: United States
- Sector: Trust & Estate
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Estate Guru is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Estate Guru addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Patent attorney drafting a 30-page specification has to manually verify that every reference label ('processor 235', 'memory 240', 'display 245') is used consistently across the specification, claims, and drawings — one mislabelled reference or antecedent basis error can trigger a USPTO objection that costs the client $2,000+ in additional prosecution fees and delays the application by months
In-house IP team at a tech company files 200+ patent applications per year and each one takes a patent agent 40-60 hours to draft from the inventor disclosure — the bottleneck isn't the invention, it's the labour-intensive process of writing specifications, claims, and figures that meet USPTO requirements, while the patent agent's queue grows faster than they can work through it
Financial advisor's client needs an estate plan but the advisor can't practice law — they have to refer out to an attorney they may not know, losing control of the client relationship and risking the client never following through
Estate planning attorney drowning in intake paperwork and document formatting spends more time on administrative tasks than substantive legal work, limiting how many clients they can serve
Where it fits in your workflow
Before Estate Guru
Financial advisor identifies estate planning need during client financial review, AUM retention discussion, or life event trigger (marriage, birth, retirement, inheritance). Attorney identifies practice efficiency opportunity.
After Estate Guru
Completed estate plan documents (wills, trusts, powers of attorney) delivered to client and advisor. Trust funding initiated. Plan maintenance triggered by life events or law changes.
Integrations & hand-offs
Advisor initiates intake → client completes guided questionnaire → platform generates state-specific documents → attorneys in network review flagged/complex cases → documents delivered (physical + digital) → ongoing maintenance cycle
Community Data
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