Insights

Expanding Platform Capabilities Estate Guru continuously enhances its estate planning software, exemplified by recent feature launches like the timeline feature, indicating a focus on improving user experience and adding value, which can be leveraged to position additional upgrades or complementary tools.

Strategic Market Expansion The company's expansion into multiple European markets and Africa demonstrates a growth strategy that can open opportunities for partnerships or integration with local legal and financial entities seeking estate planning solutions.

Leadership Transition With a recent promotion to CEO and ongoing leadership stability, Estate Guru is positioned for strategic growth initiatives, making it a potential partner for innovative services or investment opportunities aligned with their expansion goals.

Funding & Growth Initiatives The company’s recent Seedrs campaign to raise funds for European expansion indicates openness to new capital sources; engaging in investor relations or joint ventures could facilitate further growth or product development.

Target Market Focus Targeting legal professionals, institutions, and advisors in estate planning, Estate Guru presents opportunities to develop tailored outreach strategies that highlight integrations, compliance, and efficiency benefits in legal and financial sectors.

Similar companies to Estate Guru

Estate Guru Tech Stack

Estate Guru uses 8 technology products and services including Google Ads, Amazon Web Services, Cloudflare CDN, and more. Explore Estate Guru's tech stack below.

  • Google Ads
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • RSS
    Content Management System
  • MySQL
    Database
  • Modernizr
    Javascript Libraries
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics

Media & News

Estate Guru's Email Address Formats

Estate Guru uses at least 1 format(s):
Estate Guru Email FormatsExamplePercentage
First@estateguru.comJohn@estateguru.com
85%
FirstLast@estateguru.comJohnDoe@estateguru.com
10%
FLast@estateguru.comJDoe@estateguru.com
5%

Frequently Asked Questions

Where is Estate Guru's headquarters located?

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Estate Guru's main headquarters is located at 410 South University Avenue Provo, Utah 84601 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Estate Guru's phone number?

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You can contact Estate Guru's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Estate Guru's official website and social media links?

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Estate Guru's official website is estateguru.com and has social profiles on LinkedIn.

What is Estate Guru's NAICS code?

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Estate Guru's NAICS code is 52 - Finance and Insurance.

How many employees does Estate Guru have currently?

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As of June 2026, Estate Guru has approximately 44 employees across 2 continents, including North AmericaAsia. Key team members include Ceo @ Estate Guru: J. C. W.Chief Executive Officer Estate Guru: J. H.Cto: J. W.. Explore Estate Guru's employee directory with LeadIQ.

What industry does Estate Guru belong to?

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Estate Guru operates in the Financial Services industry.

What technology does Estate Guru use?

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Estate Guru's tech stack includes Google AdsAmazon Web ServicesCloudflare CDNRSSMySQLModernizrX-XSS-ProtectionGoogle Analytics.

What is Estate Guru's email format?

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Estate Guru's email format typically follows the pattern of First@estateguru.com. Find more Estate Guru email formats with LeadIQ.

When was Estate Guru founded?

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Estate Guru was founded in 2014.

Estate Guru

Financial ServicesUtah, United States11-50 Employees

Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys. Our network of attorneys across the nation create, review, and approve documents for every estate plan. Join the thousands of advisors leveraging Estate Guru to provide tailored estate plans, capture more AUM, connect with the next generation of clients, and streamline their estate planning process with one legally sound solution.

Section iconCompany Overview

Headquarters
410 South University Avenue Provo, Utah 84601 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Estate Guru's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Estate Guru's revenue is estimated to be in the range of $25M$50M

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