Estate Guru

Deal Snapshot

Company: Estate Guru, Inc.

Website: estateguru.com

Sector / Category: Attorney-embedded estate planning software for advisors, institutions, and attorneys

Headquarters: Provo, Utah, USA

Founded: 2013

Investor: Frazier VC

Investment Vehicle: Fund IV

Deal Type: Secondary

Company Overview

Estate Guru positions itself as an attorney-led estate planning platform. The product emphasizes attorneys embedded in the workflow from the start, including state-aligned legal coverage and attorney involvement as complexity arises. The platform also highlights guided intake (“Legal Logic”), trust funding support (including deed preparation), and visualizations to make plans easier to understand.

Investment Summary

Fund IV made a secondary purchase in Estate Guru in February 2025. This investment reflects interest in a software platform that can scale through advisor and institution workflows, with embedded legal review as a core differentiator.

Why We Invested

Frazier VC invested in Estate Guru because we look for platforms with durable growth potential that can scale efficiently through repeatable workflows. Estate Guru’s attorney-embedded model is differentiated in a category where compliance and state-specific requirements matter, and that workflow depth can create meaningful barriers to entry over time. We also value products that can become embedded in advisor and client processes, with the potential to expand usage as firms standardize estate planning delivery.

Other Investors

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