Skip to main content
Estate Guru Help Center home page
Submit a request
Sign in Menu
  • Schedule a Demo
  • Product
  • Pricing
  • Suggestion Submission
  • Submit a request
  1. Estate Guru
  2. Advisors

Advisors

Step 1: Preparing to Meet with Your Client

  • Training Video Library
  • Marketing Materials
  • Tools for your Estate Planning Interview
  • Things to Avoid When Meeting With A Client
  • Free Powers of Attorney (POA) documents
  • Guru+ PLUS Appointment Resources

Step 2: Create the Plan

  • Documents in the Estate Plan
  • Our Estate Plan Packages
  • Self-Service Link
  • Response Summary
  • Paying for the Estate Plan
  • Shipping Status
  • Understanding Married Separate Trusts
See all 7 articles

Step 3: Execute the Plan

  • Email Template Confirming That Response Summary is Correct
  • Email Template for Next Step Instructions
  • Things to Avoid When Executing Your Documents
  • For Advisors: Setting Up Client Users
  • Executing the Estate Plan
  • Uploading Your Signature Pages

Step 4: Fund the Plan

  • Funding Your Living Trust
  • Transferring Real Estate Into Your Trust
  • Things to Remember When Assisting with Funding
  • Manufactured Homes: Personal or Real Property?

Common Questions

  • What happens when someone dies? How do I settle a trust?
  • How do wills and trusts differ?
  • What is Probate?
  • How is probate affected by a revocable living trust?
  • Whom do I list as beneficiaries?
  • Why is the attorney recommending a Revocable Trust instead of a Will?
See all 23 articles

Using the Online Platform

  • Client Dashboard Functionality
  • How to Amend a Client's Estate Plan
  • Client Shipping Report
  • Advisor Portal Functionality
  • Resetting your Password
  • Completing the Financial Powers of Attorney
See all 8 articles

©