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Our Story

Having helped thousands of people with their estate plans we knew there was a simpler and smarter way.  So we assembled the best people we could find – visionaries, techies, programmers, digital media marketers, attorneys, and financial planners.  All with one purpose – to create a revolutionary new tool – EP Navigator.


While EP Navigator is new, the knowledge and analytics behind it are not.  Our team’s intimate knowledge and extensive experience covers every area of the estate planning process.  Our collective expertise has been worked into the tool to create and manage estate plans that fit every unique need without breaking the bank.

There's a smarter way

No cheap boilerplate documents.  No DIY document engines.  No cumbersome and inefficient meetings with attorneys.  No exorbitant fees for updates to keep your plan current.  No monthly membership fees.  Estate Guru proves there’s a better way.

We re-imagined the entire estate planning process, focusing on the day-to-day interactions between you and your plan, not just the physical documents that are in your plan.  Quality documents are essential but not sufficient.

Unique Durability & Security

Once you create your estate planning documents, you simply place your estate plan on autopilot. We will notify you when life events mandate an update.  No matter where life takes you, sleep well at night knowing your plan is accurate and up to date at all times.

Creating and keeping your documents online permits you to seamlessly share them as needed.  Stored on our secure servers, your documents are protected and with you wherever you have access to the web.

EP Navigator - the way estate planning should be.

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