Estate Guru
Highly Engaged Employees

Q: What is Estate Guru's official website?

Estate Guru's official website is www.estateguru.com

Q: What is Estate Guru's Revenue?

Estate Guru's revenue is <$5 Million

Q: How many employees does Estate Guru have?

Estate Guru has 11-50 employees

Q: What industry does Estate Guru belong to?

Estate Guru is in the industry of: Legal Solutions , Software

Q: What is Estate Guru competition?

Estate Guru top competitors include: Estate Plan Navigator , Stephanie E Lasko , AmeriEstate Legal Plan , Gandelot & Associates

Q: What technology does Estate Guru use?

Some of the popular technologies that Estate Guru uses are: Eploy, Engage ATS, HubSpot, Amazon EC2

Q: How do I contact Estate Guru?

Estate Guru contact info: Phone number: (385) 240-6400 Website: www.estateguru.com

Q: What does Estate Guru do?

Estate Guru offers a modern estate planning software designed for professionals, including advisors, attorneys, and institutions. The platform facilitates the creation, management, and finalization of estate plans with integrated attorney support, ensuring accuracy and compliance. It features a national attorney network and provides customized lega... l documents, making it suitable for clients seeking comprehensive estate planning solutions. Estate Guru aims to enhance client relationships and streamline the estate planning process, ultimately driving business growth for its users. Read More

Q: What are Estate Guru social media links?

Estate Guru Linkedin page Estate Guru Twitter page Estate Guru Facebook page

Q: Is Estate Guru a public company?

Estate Guru is private company therefore does not currently have an official ticker symbol

Legal Solutions · Utah, United States · 11-50 Employees

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Overview

Headquarters

560 S 100 W Ste 1, Provo, Utah, 84601, U...

Phone Number

(385) 240-6400

Website

www.estateguru.com

Revenue

<$5 Million

Industry

Legal Solutions

Software

About Estate Guru

Estate Guru offers a modern estate planning software designed for professionals, including advisors, attorneys, and institutions. The platform facilitates the creation, management, and finalization of estate plans with integrated attorney support, ensuring accuracy and compliance. It features a national attorney network and provides customized legal documents, making it suitable for clients seeking comprehensive estate planning solutions. Estate Guru aims to enhance client relationships and streamline the estate planning process, ultimately driving business growth for its users.Explore more

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SIC Code 73,737NAICS Code 51,513Show more

Estate Guru Org Chart

Jonathan Warenne

Chief Executive Officer Estate Guru

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Taylor Redding

Chief Operating Officer

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Karla Munson

Chief Operating Officer

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Lexi Cowley

Manager, Legal Support Operations

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Support Team

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Compare Similar Companies to Estate Guru

Compare insights from companies similar to Estate Guru, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Estate Guru

<$5M

11-50

Private

<$5M

2014

Jonathan WarenneCEO Estate Guru

AmeriEstate Legal Plan

$6M

11-50

Private

<$5M

1998

Gregory ReeseCEO

Greater Boston Attorneys

<$5M

1-10

Private

Michael HurleyEstate Planning Attorney

Estate Plan Navigator

<$5M

1-10

Private

2015

Chris HallFounder Estate Plan Navigator

Affordable Legal Document...

<$5M

1-10

Private

2004

Larry MulcockFounder & Principal

Gandelot & Associates

<$5M

1-10

Private

1993

Leslie PernackParalegal

Stephanie E Lasko

<$5M

1-10

Private

<$5M

2019

Stephanie LaskoAttorney

View Email Formats for Estate Guru

Estate Guru Tech Stack

A closer look at the technologies used by Estate Guru

Eploy

Engage ATS

Engage ATS University

HubSpot

Amazon EC2

Amazon Web Services

See more technologies

Frequently Asked Questions Regarding Estate Guru

What is Estate Guru's official website?

Estate Guru's official website is www.estateguru.com

What is Estate Guru's Revenue?

Estate Guru's revenue is <$5 Million

What is Estate Guru's SIC code?

Estate Guru's SIC: 73,737

What is Estate Guru's NAICS code?

Estate Guru's NAICS: 51,513

How many employees does Estate Guru have?

Estate Guru has 11-50 employees

What industry does Estate Guru belong to?

Estate Guru is in the industry of: Legal Solutions, Software

What is Estate Guru competition?

Estate Guru top competitors include: Estate Plan Navigator, Stephanie E Lasko, AmeriEstate Legal Plan, Gandelot & Associates

What technology does Estate Guru use?

Some of the popular technologies that Estate Guru uses are: Eploy, Engage ATS, HubSpot, Amazon EC2

How do I contact Estate Guru?

Estate Guru contact info: Phone number: (385) 240-6400 Website: www.estateguru.com

What does Estate Guru do?

What are Estate Guru social media links?

Estate Guru Linkedin page Estate Guru Twitter page Estate Guru Facebook page

Is Estate Guru a public company?

Estate Guru is private company therefore does not currently have an official ticker symbol

See more information about Estate Guru

Estate Guru Latest Hires and Their Positions

Estate Guru is expanding and recently hired new employees. Here are the latest additions to the team.

Taylor Redding

Chief Operating Officer

Joined Dec 1, 2025

Phone

George Nielsen

Manager, Marketing

Joined Nov 1, 2025

Phone

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