Individual Pro
per user- Estate Guru Professional platform access and solutions for a single user.
- Request a Demo
24/7 Advisor resource center access
Unlimited client estate planning document cloud storage
Unlimited amount of estate planning document uses per client
Fully backed by the customer service and attorney network of Estate Guru Professional
Mobile access
Document creation
Client pipeline reporting
Leads reporting
Guru Pro on the Go appointment functionality
Enterprise Solutions
per user- Estate Guru Professional platform access and solutions for enterprises and groups in excess of 10 users.
- Request a Demo
24/7 Advisor resource center access
Unlimited client estate planning document cloud storage
Unlimited amount of estate planning document uses per client
Fully backed by the customer service and attorney network of Estate Guru Professional
Mobile access
Document creation
Client pipeline reporting
Leads reporting
Customized reporting
Individual Promo/Advisor code functionality
Guru Pro on the Go appointment functionality
White label solutions
Dedicated account manager
Estate plan marketing assistance
Customized access pricing
Customized document pricing
Bespoke solutions
Bespoke partnerships
…and more
Referral Partner
- If you would like to be a referral partner, please contact us and we will be more than happy to assist you.
Not Sure What to Choose?
We’re here to help! Just answer the following questions and we’ll have a plan picked out and tailored to your business needs.
