Using the Online Platform
Starting an estate plan using the online platform is easy! Simply log onto estategurupro.com and click the “login” button in the top right corner or anywhere else where there is a link to the platform.
Alternatively, you can log on directly to the platform by going to pro.estateguru.com or by logging on to your company’s dedicated platform access site.
Once you have logged into your account, your dashboard will appear. On the right hand of your screen there will be a few options regarding actions you can take on your dashboard. One of those options is “Create New Client.”
Click on it and begin creating an estate plan for your client today by entering the client’s information.