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Estate Guru Vs. The Competition | Estate Guru

Named a new product to watch by the #1 blog for financial advisors

Traditional Lawyers Who Use Estate Guru Professional

Rather than getting all dressed up for multiple meetings with an expensive lawyer, Estate Guru Professional permits clients and their advisors to create an estate plan in less than an hour in the convenience of your office or your clients’ home.
Flat fee for services rendered or billed hourly – expect the attorney’s bill to take your breath away, but with Estate Guru Professional your clients get quality documents and services for a fraction of the cost.

The attorney provides their documents tabbed out in a 3-ring binder, literally selling their services by the pound. With Estate Guru Professional you only need to print out your signature pages – easy to store – no paperweight here.

The attorney would like you think that there is some sort of secret sauce involved and only they know the key ingredients or can legally do what is needed. The Estate Guru Professional online interview takes the mystery out of the experience making the entire process transparent for you and your clients.

If your clients’ situation is complex, you need competent counsel. We monitor your work as you use Estate Guru Professional. If your situation requires it, we make sure the attorney responsible for your work contacts you before permitting you to finalize documents that might harm your or your clients’’ interests.

Document Engines vs Estate Guru Professional

Rather than leaving you or your clients to determine what should be included in an estate plan, Estate Guru Professional guides you through the process, identifying the documents that are required.

While you are in charge of the process, you aren’t alone. The questions your clients answer about themselves permit the tool to guide them to the correct documents, ensuring their estate plan is sound.

Just because you don’t pay the high price for a lawyer doesn’t mean the expertise of a lawyer isn’t with you every step of the way. Not only are our lawyers part of the software, but a lawyer from your state oversees and is responsible for your and your client’s use of Estate Guru Professional, ensuring the estate plan is done correctly.

Estate Guru Professional notifies you and your clients when significant changes in their life require an update to their estate plan, making it easy for these updates to occur.

With Estate Guru they can store their documents on our secure cloud storage, giving you and them the ability to access, update, and share them at any time.

Legal Plans vs Estate Guru Professional

Unlike legal plans, with Estate Guru Professional there are no monthly membership or subscription fees.

Legal plans generally offer a broad range of legal services at a discounted rate. Few people need all of the smorgasbord of services included. Estate Guru Professional focuses exclusively on estate planning law so they only pay for the services they need.

Most legal plans are regulated by the insurance commissioner in your state. Like all kinds of insurance, clients pay today for some kind of future benefit. With Estate Guru Professional they never pay the lawyer before their services are rendered.

Every month you do not use your legal plan is a cost to your clients and profit for the plan. Estate Guru Professional does not rely on historic-use formulas to make money. Our costs are transparent, clearly stated rather than hidden behind a monthly fee schedule.

Similarly, we offer advisors analytics that help them grow their practices and deepen their client relationships one client at a time without compromising scale. No document engine does that.