From First Call to Fully Funded —
Here's Exactly How It Works
5 stages. 5–6 weeks. Fully funded and verified.
Stage 1 · Week 1
Discovery & Asset Mapping
Our AI advisor captures your complete financial picture and family structure — before we ever meet. You answer questions at your own pace, 24/7, from wherever you are.
You do
Complete the AI intake questionnaire (about 15 minutes)
We do
Organize your information, identify your estate planning needs, and prepare everything for your consultation
Stage 2 · Week 2–3
Guided Consultation
A one-on-one video session with Estate Guru's Guru+ concierge team. Plain English. No jargon. Your options — will vs. trust, joint vs. separate — explained clearly so you can make confident decisions.
You do
Attend your video session, ask questions, and make decisions about your plan
We do
Lead the consultation, explain all your options, and recommend the right plan for your situation
Stage 3 · Week 4
Document Creation & Review
Your dedicated attorney drafts every document through Estate Guru's platform. Nothing is finalized without your approval — you review everything with us before signing.
You do
Review your documents, request any changes, then sign and notarize
We do
Your attorney drafts all documents, coordinates revisions, and guides you through signing
Stage 4 · Week 5–6
Execution & Funding Verification
This is the step nobody else does. We walk you through retitling every asset into your trust and updating every beneficiary designation. We track each one and verify completion with documentation.
You do
Contact your bank, brokerage, and HR department using our institution-specific instructions to retitle accounts and update beneficiaries
We do
Provide step-by-step retitling instructions per asset, track progress, collect proof of completion, and issue a verified funding report
Stage 5 · Ongoing
Living Plan Maintenance
Life changes. Your plan should too. We prompt you after major life events — marriage, new child, new property, divorce — to review and update your plan.
You do
Notify us of life changes and respond to review prompts
We do
Monitor for life events, initiate reviews, and prepare amendments as needed
What You Get After Stage 4
Ready to Start?
Our AI advisor is available 24/7. Start the conversation whenever you're ready.