Estate Guru Employee Directory

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.

Find Estate Guru employees' phone numbers or email addresses

Estate Guru Global Highlights

Location
Employees

North America
42

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  • United States Of America
    41
  • Canada
    1

Asia
1

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  • India
    1

Estate Guru's Leadership

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    J. C. W.
    Ceo @ Estate Guru
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    J. H.
    Chief Executive Officer Estate Guru
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    J. W.
    Cto
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    T. R.
    Chief Operating Officer
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    I. B.
    Chief Experience Officer (cxo)
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    K. M.
    Chief Operating Officer
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    C. T.
    Vp Of Marketing
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    T. G.
    Vice President Of Software Development
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Estate Guru Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Sales
  • Business Development
  • Engineering
  • Product Management
  • Other
  • Banking
  • Business

Contact profiles from Estate Guru

Name
Title
Contact Info
Location
Last Update
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    T. G.
    Vice President Of Software Development
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    United StatesUtah
    Nov 24, 2025
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    C. H.
    Vp Of Business Development And Strategic Partnerships
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    United StatesFlorida
    Nov 24, 2025
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    I. B.
    Vice President, Customer Experience & Operations
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    UNITED STATES
    Jan 26, 2026
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    H. A.
    Acting Director, Account Management
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    United StatesIdaho
    Dec 02, 2025
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    N. H.
    Director Of Account Management
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    United StatesFlorida
    Jan 28, 2026
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    G. N.
    Performance Marketing Manager
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    United StatesUtah
    Dec 17, 2025
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    T. M.
    Product Manager
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    CanadaOntario
    Dec 02, 2025
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    C. B. A.
    Senior Engineering Manager
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    United StatesUtah
    Oct 10, 2025
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    K. O.
    Senior Project Manager
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    United StatesUtah
    Oct 25, 2025
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    H. J.
    Account Manager
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    United StatesOregon
    Dec 18, 2025

Frequently Asked Questions

What is Estate Guru known for?

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Estate Guru was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 410 South University Avenue Provo, Utah 84601 United States; you can contact the main corporate office by phone at . Explore Estate Guru's company overview page for more information.

What is Estate Guru's most common email format?

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Estate Guru employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Estate Guru email formats with LeadIQ.

How many employees does Estate Guru have currently?

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Estate Guru has approximately 43 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Estate Guru's key employees and leadership?

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As of February 2026, Estate Guru's key employees include:

  • Ceo @ Estate Guru: J. C. W.
  • Chief Executive Officer Estate Guru: J. H.
  • Cto: J. W.
  • Chief Operating Officer: T. R.
  • Chief Experience Officer (cxo): I. B.

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