Estate Guru Smart Estate Planning Made Simple

  • Legal/Attorney
  • Provo UT
  • 1 employee
  • Legal Services
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Company Overview

Headquarters
560 S 100 W, Ste. #1, Provo UT
Website
estateguru.com
Phone
(385) 240-6400
Employees
1
Founded it
2014
Industry
Legal/Attorney
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Financials & Stats

Revenue

$10B

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Who is Estate Guru Smart Estate Planning Made Simple

Estate Guru is an estate planning software company based in Provo, Utah. With 22 employees, Estate Guru is dedicated to simplifying the complex process of estate planning for advisors and professionals. The company provides attorneys-embedded estate planning software designed to streamline the creation, review, and approval of legal documents. Their platform caters to a wide range of clients, including institutions, attorneys, and individual advisors who offer estate planning services. Estate Guru aims to empower these professionals with the tools to deliver tailored estate plans, attract more assets under management, and engage with younger generations of clients. Estate Guru distinguishes itself by offering a unique network of attorneys across the United States. This network ensures that all estate plans created on the platform are reviewed and approved by legal experts, guaranteeing the accuracy and legal soundness of the documents. For more information about Estate Guru's services and how they can help simplify your estate planning process, visit their website at estateguru.com.

Company Leadership

Estate Guru Smart Estate Planning Made Simple Industry Tags

Estate Planning
Wills
Revocable Living Trusts
Powers of Attorney
Estate Settlement
Estate Planning Software
Automation
Document Creation
Living Wills
Healthcare Powers of Attorney
Financial Powers of Attorney
Asset Funding
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Companies Similar to Estate Guru Smart Estate Planning Made Simple

Analyze industry trends and opportunities by examining competitors and companies comparable to Estate Guru Smart Estate Planning Made Simple, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 7
10M 4 1950
10M 1 2007
10M 2 New York, NY 2018
10M 4 2010
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FAQ

What is the location of Estate Guru Smart Estate Planning Made Simple's headquarters?
The headquarters of Estate Guru Smart Estate Planning Made Simple are situated at Provo UT
What is Estate Guru Smart Estate Planning Made Simple's phone number?
Estate Guru Smart Estate Planning Made Simple's contact number is (385) 240-6400.
What is Estate Guru Smart Estate Planning Made Simple's official website?
The official website of Estate Guru Smart Estate Planning Made Simple can be found at estateguru.com.
How many employees does Estate Guru Smart Estate Planning Made Simple currently have?
Estate Guru Smart Estate Planning Made Simple employs 1 person
Which industries is Estate Guru Smart Estate Planning Made Simple primarily operating in?
Estate Guru Smart Estate Planning Made Simple operates in the following industries: Legal, Intellectual Property
Who is the Partner of Estate Guru Smart Estate Planning Made Simple?
Estate Guru Smart Estate Planning Made Simple's Partner is Tyler Cloutier
What are Estate Guru Smart Estate Planning Made Simple's industry tags?
Estate Guru Smart Estate Planning Made Simple's industry tags include: Estate Planning, Wills, Revocable Living Trusts
When was Estate Guru Smart Estate Planning Made Simple founded?
Estate Guru Smart Estate Planning Made Simple was founded in 2014.

Employee Directory

Key Employees

Robert Munson

Partner

Tim Miao

Product Manager

Nancy Hall

Sr. Account Executive

Jason Workman

CTO

Lexi Cowley

Legal Support Operations Specialist

Robert Calcote

Software Engineer