Estate Guru
How this is computed · power-law composite recomputed across all 27 months for consistency
How Hype Index is computed · prospect-to-user intent ratio over the 24-month window
What it is
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.
Integrations
Platforms Estate Guru integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- White Glove
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class
Community ratings
Alternatives
Other Drafting & Automation vendors in the directory. "Compare" pages are editorial and coming as we build them.
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