Grow your business with estate planning
Smart, attorney-connected software built for
TFA agents, brokers and advisors.
WHY TFA Trusts powered byESTATE GURU
Access to real attorneys and legally sound documents
Attorney-connected
Each plan is assigned to a real attorney within the platform—so now you can keep everything in-house.
Increase Life & Annuity Production
Get a full picture of your client’s finances so you can capture more Life & Annuity business and grow your practice.
Provide tailored estate plans
Cater to each client with estate plans tailored to their specific needs. No more one-size-fits-all document templates.
WHY TFA POWERED BY ESTATE GURU
Made by the experts, so you don’t have to be one
- Setup is easy
- Create, share, maintain, and settle estates all in one place
- Deliver legally sound documents backed by our nationwide attorney network
- Generate leads, expand your services, and grow your practice
