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Finance & Accounting

Best Estate Planning Software in 2026

Preparing an estate plan can involve choosing documents, assigning beneficiaries and considering powers of attorney or trusts. Compare planning scope and state coverage, then look at attorney review, beneficiary planning, document storage, power-of-attorney options and trust support.

  1. 01 Everplans

    Everplans suits individuals and families organizing household information and decisions, and financial advisors using its professional service.

    From $8.33/mo Free plan Web · iOS · API
    9.1 Visit Specs
  2. 02 Rocket Lawyer Estate Planning

    It suits individuals and families preparing estate documents, including parents drafting wills, as well as businesses seeking legal document workflows.

    From $12.42/mo Free trial Web · iOS · Android · API
    8.7 Visit Specs
  3. 03 Trust & Will

    Trust & Will may suit people seeking online tools to create or update estate planning documents.

    From $4.08/mo Free plan Web · iOS · Android · API
    8.7 Visit Specs
  4. 04 InterActive Legal

    InterActive Legal suits estate planning and elder law practices seeking document drafting systems for different client needs.

    Web · Windows · macOS · Linux
    8.6 Visit Specs
  5. 05 FreeWill

    It suits people seeking online tools for common estate-planning documents and those who want to include charitable gifts.

    Free plan Web
    8.4 Visit Specs
  6. 06 LegalWills

    It suits people seeking online estate documents and related legacy records, especially users in supported U.S.

    Web · API
    8.2 Visit Specs
  7. 07 Safewill

    It suits people preparing a Will or other listed end-of-life documents, especially those with standard Will-writing needs.

    From $1.25/mo Web · iOS · Android
    8.2 Visit Specs
  8. 08 EstateView
    From $41.67/mo Free trial Web
    8.1 Visit Specs
  9. 09 Epilogue Wills

    It suits people in the listed Canadian provinces who want guided Will preparation online.

    Web · iOS · Android
    8.0 Visit Specs
  10. 10 EncorEstate Plans

    This service is for certified financial advisors with a CRD who need estate-planning tools and human support for clients.

    Web
    7.8 Visit Specs
  11. 11 Farewill

    Farewill suits people arranging wills, probate, direct cremations, funeral plans or lasting powers of attorney online or by telephone.

    From £0.83/mo Web
    7.8 Visit Specs
  12. 12 Wealth.com

    It is designed for financial advisors and institutions handling estate and tax planning, and for their clients who access it through an advisor or wealth strategist.

    Web · iOS · Android · API
    7.7 Visit Specs
  13. 13 Gathered Here

    Gathered Here suits people making a will, comparing funeral directors or seeking probate and headstone services.

    Free plan Web
    7.6 Visit Specs
  14. 14 Quicken WillMaker & Trust

    It suits individuals and families preparing estate documents for personal use, especially when they need guided document creation.

    From $18.25/mo Web · Windows · macOS
    7.6 Visit Specs
  15. 15 Statular

    Statular is for licensed US estate-planning attorneys and their authorized legal support staff who draft and manage estate-planning documents.

    From $49/mo Free trial Web
    7.6 Visit Specs
  16. 16 GoodTrust
    Web
    7.4 Visit Specs
  17. 17 Estate Guru
    Web
    7.3 Visit Specs
  18. 18 LegalZoom Estate Planning

    The service is for individuals and couples planning children, assets, healthcare choices, or financial decisions who want online will or trust documents.

    Web
    7.3 Visit Specs
  19. 19 Willful
    Web · iOS · Android
    7.2 Visit Specs
  20. 20 Lawgic
    Windows · macOS
    7.1 Visit Specs
  21. 21 WealthCounsel

    WealthCounsel is intended for estate planning and elder law attorneys and their firms.

    Web · Windows · macOS · iOS
    7.1 Visit Specs
  22. 22 Willed
    From A$1.25/mo Web
    7.0 Visit Specs
  23. 23 Yourefolio
    From $107.92/mo Web · API
    7.0 Visit Specs
  24. 24 Vanilla
    Web · API
    6.8 Visit Specs
How this list is ordered. Specifiction scores each tool on how fully its maker documents it, whether its prices are published, where the research puts it, the platforms it runs on and whether it can be tried for free (how we rank). Makers can also buy a numbered place (how Specifiction is paid for).

Free-plan availability and paid-from pricing add cost considerations. InterActive Legal, Trust & Will and WealthCounsel are among the entries shown. The right combination of planning features depends on your circumstances, so use these criteria to identify which tools merit closer examination and where professional review may fit into your planning process.

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