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.
How It Works
We’re here to help you be more efficient with all things estate planning and that includes time management. We’ve made it simple. Use our Guru on the Go scheduling application and we will take care of all the heavy lifting. How it works:
Click Here to schedule a time for your client to hop on the phone/web with us. If you’d like to be on the webinar/call we’ll be sure to loop you in!
We’ll call the client at the appointed date and time. On the call we will help your client complete their estate plan, answer their questions and make sure everything is in order.
You’re done! We’ll make sure all the info you need on your client’s estate plan is populated in your advisor dashboard.
Do you want to get more out of scheduling Guru Pro on the Go appointments like gaining access to crucial client insights like lead generation, asset mapping and more? Join the Estate Guru Professional platform today
Estate Guru Professional was created to make sure that anyone, regardless of income or wealth could put into place quality documents that ensure that their children are cared for if, God forbid, something catastrophic occurs. We partner with clients’ most trusted advisors to make sure this happens in the simplest way possible all the while ensuring that they get the best service.
Client Questionnaire
A questionnaire that helps your clients prepare for their estate planning appointment
Explanatory Brochure
In office flyer that you can print and hand out to your clients