Guru Pro on the Go
Welcome to Guru Pro on the Go. Estate planning time management, simplified.
We’ll Take Care of Everything
We know things can get busy, so we’re here to help. Use Guru Pro on the Go to set up estate planning appointments where our professionals will handle all the heavy lifting.
Our experts will conduct the estate planning interview with your clients. We’ll even take care of all the data entry.
Leverage our estate planning expertise so we can answer the hard questions your clients have about their estate plan.
We’ll populate any leads, data and information that is useful to your business for you so you can view it in your dashboard.