Digital Estate Planning to
Grow Your Business and
Your Client Relationships
Intelligent estate planning solutions that help you collaborate seamlessly, deepen client relationships, and gain valuable insights to grow your business.
Digital Estate Planning, Empowered by A.I.,
Built With You In Mind
Intelligent estate planning solutions for your clients that grow your relationships and your business.
Collaborate seamlessly. Deepen client relationships.
Gain valuable insights to grow your business.
Unbeatable Estate Planning Tools For You and Your Clients
Estate planning solutions have been stuck in the same place for years – form documents, templates, long hours with attorneys, clients stuck in limbo between their advisors and the attorneys helping them, scheduling conflicts, lack of information sharing, regulatory bottlenecks and dare we say it…high fees. Even then, high quality estate plans that meet the customized needs of clients and constituents are hard to find. That’s where Estate Guru Professional comes in. We’ve built a cloud-based estate planning workplace empowered by A.I. to align the incentives of each party involved in the estate planning process from the attorney, the advisor, compliance and the client.
Unbeatable Estate Planning Tools For You and Your Clients
Estate planning solutions have been stuck in the same place for years – form documents, templates, long hours with attorneys, clients stuck in limbo between their advisors and the attorneys helping them, scheduling conflicts, lack of information sharing, regulatory bottlenecks and dare we say it…high fees.
Even then, high quality estate plans that meet the customized needs of clients and constituents are hard to find. That’s where Estate Guru Professional comes in. We’ve built a cloud-based estate planning workplace empowered by A.I. to align the incentives of each party involved in the estate planning process from the attorney, the advisor, compliance and the client.
Grow Your Business with Estate Planning Data Insights
Whether you’re a financial advisor, accountant, insurance professional, benefits broker or in another professional space, the Estate Guru Professional platform can give you valuable insights ranging from what assets your clients have, the assets you may not manage, their personal and family demographics, their unmet insurance needs and much more. Our platform also provides new warm leads that you can act on.With our tracking tool, we’ll let you know when they’ve amended their estate plans and what amendments they have made. And that’s just the beginning. Use data to move your business forward with Estate Guru Professional.
Grow Your Practice with Estate Planning Data Insights
Whether you’re a financial advisor, accountant, insurance professional, benefits broker or in another professional space, the Estate Guru Professional platform can give you valuable insights ranging from what assets your clients have, the assets you may not manage, their personal and family demographics, their unmet insurance needs and much more.
Our platform also provides new warm leads that you can act on.With our tracking tool, we’ll let you know when they’ve amended their estate plans and what amendments they have made. And that’s just the beginning. Use data to move your business forward with Estate Guru Professional.
New Revenue Streams. Less Hassle.
With Estate Guru Pro, professionals can offer a first class service directly to their clients without all the red tape, logistical hassle and provide the end client an excellent user experience. Non-attorney can finally monetize for their role in the estate planning process without splitting fees or practicing law. Welcome to the digital age of estate planning, powered by Estate Guru Professional.
Stay Focused on What You Do Best With Guru Pro on the Go
Estate Guru Professional allows you to help your clients plan out their estates with experts without needing you to slow down your day. Simply use our scheduling application and we will do all of the heavy lifting using our platform, our expertise and our first class customer service. You don’t even need to be a subscribed member of Estate Guru Professional to take advantage, we are happy to serve your clients on a needs-basis.
Compliance Made Simple
The Estate Guru Professional platform has engineered risk management triage systems in place to make sure that even the most complex estate plans can be conducted with the help of an attorney licensed in your client’s state. We have licensed attorneys behind every estate plan created so you can rest easy knowing that you and your clients are in great hands. Our platform also siloes the workflows of each participant according to their key role to ensure maximum compliance with regulators.
Compliance Made Simple
The Estate Guru Professional platform has engineered risk management triage systems in place to make sure that even the most complex estate plans can be conducted with the help of an attorney licensed in your client’s state. We have licensed attorneys behind every estate plan created so you can rest easy knowing that you and your clients are in great hands. Our platform also siloes the workflows of each participant according to their key role to ensure maximum compliance with regulators.
Intuitive Collaboration in the Cloud
Everyone stays productive when collaboration is seamless across roles. The Estate Guru Professional platform lets attorneys, advisors, compliance teams and clients all interact within their respective roles in real time or whenever they choose. Estate Guru Professional uses the power of A.I. and cloud based technology to turn client estate planning needs into a simple reality – all on one platform.
Intuitive Collaboration in the Cloud
Everyone stays productive when collaboration is seamless across roles. The Estate Guru Professional platform lets attorneys, advisors, compliance teams and clients all interact within their respective roles in real time or whenever they choose. Estate Guru Professional uses the power of A.I. and cloud based technology to turn client estate planning needs into a simple reality – all on one platform.
Integrated with Your Favorite Apps
A lot of your work relies on different applications to carry out important functions like analytics, tax management, portfolio management, and employee offering marketplaces. We’ve integrated with your favorite applications to make using the Estate Guru Professional platform even easier. Let’s work together and harness the power of tech-enabled estate planning through platforms you know and love.
Secure Documents, Secure Data
Our secure servers are data encrypted to keep your client’s estate planning documents secure and safe wherever they go. They can also make changes to them within our secure servers whenever and wherever. Alongside with your clients, you can share the necessary client estate planning documents with key stakeholders in the estate plan seamlessly and securely.
Secure Documents, Secure Data
Our secure servers are data encrypted to keep your client’s estate planning documents secure and safe wherever they go. They can also make changes to them within our secure servers whenever and wherever. As the professional in the loop you alongside with your clients, can share the necessary documents with key stakeholders in the estate plan seamlessly and securely.
The Simplest Way To Provide Sophisticated Estate Planning
Get a Demo
Contact us to get a demo or schedule a demo with us today to learn how EG Pro can bring solutions to practice