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VerifiedFinancial Services· Founded 2014

Estate Guru

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.

7-day free trial · no credit card

HeadquartersProvo, United StatesEmployees42(11 to 50)Annual revenue$1M to <$10MFounded year2014Websiteestateguru.comLinkedIn profileLinkedIn

Verified contacts

31

available on Kipplo

LinkedIn employees

42

11 to 50 range

Open roles

5

across 2 depts

Distinct roles

22

indexed titles

Tech stack

2

tools in use

Monthly traffic

81

organic / mo

Hiring · 5 open positions across 2 departments

Sales4
Customer Success1

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Decision-makers and verified team members

31 contacts with verified email or phone · masked until revealed.

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Top roles at Estate Guru

22 distinct titles indexed · top 10 shown.

  • 2partner
  • 1acting director, account management
  • 1ceo estate guru
  • 1chief operating officer
  • 1cto
  • 1enterprise account management consultant
  • 1jr product engineer
  • 1product manager
  • 1senior account executive
  • 1senior content manager
  • +12more titles

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Trusted by sales, marketing, and GTM engineering teams.

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