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24/7 Platform access (document creation, client pipeline, leads, data)


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

24/7 Platform access (document creation, client pipeline, leads, data)


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


24/7 Platform access (document creation, client pipeline, leads, data)


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


24/7 Platform access (document creation, client pipeline, leads, data)


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

Not Sure What to Choose?

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Or you can Speak with Us by navigating to this page and selecting the Sales/General Inquiry option.