EncorEstate Plans vs Safewill
EncorEstate Plans
encorestateplans.comSafewill
safewill.comSide by side
| Figure | EncorEstate Plans | Safewill |
|---|---|---|
| Price from | — | $1.25/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 6 | 8 |
| Spec score · Estate Planning Software | 7.8 (#10) | 8.2 (#7) |
| What it does | EncorEstate Plans combines estate document creation and trust funding tools with human estate-planner support for financial advisors. | Safewill is a web platform for creating, reviewing, printing and signing Australian and New Zealand Wills. |
Plans
EncorEstate Plans
- Business Assignments$100, paid once
- Powers Only Plan$125, paid once
- Visual Plan Summary$150, paid once
- Deed Filing$300, paid once
- Will-Based Plan$400, paid once
- Trust-Based Plan$650, paid once
Safewill
- Annual updates subscription$15 a year
- Will updates subscription$15 a year
- Account unlocking$80, paid once
- SAFE Inc partner Will$80, paid once
- Power of AttorneyA$99, paid once
- Essentials WillA$160, paid once
- Will$160, paid once
- Customised WillA$359, paid once
In their own words
EncorEstate Plans
EncorEstate Plans combines estate document creation and trust-funding tools with human estate-planner support for financial advisors. It is intended for certified financial advisors with a CRD, not for consumer use, and is available on the web. Documents are tailored for all 50 states, with options including wills, trusts, powers of attorney, health care directives, and custom provisions such as specific gifts, trustee language, or age-based restrictions. Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, and may request attorney review. The deed service obtains the last recorded deed, prepares new documents where appropriate, and files with the county; deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina. The maker says each plan receives a 60-point quality review and every document is reviewed by a person for state-specific compliance. Listed one-time prices range from $100, paid once for Business Assignments to $650, paid once for the Trust-Based Plan. The maker also describes an eLegacy integration for state-specific attorney calls and document reviews, and says it is SOC 2 Type II certified. Advisors can retain access to client plans after ending their partnership with the service.
Safewill
Safewill is an online platform for creating Wills and other end-of-life planning documents, available on Android, iOS and the web. Users can begin a Will for free and pay when they submit it for review. Its question-based process was prepared by Australian lawyers and is intended to help users prepare a Will in about 20 minutes. Safewill’s legal team reviews submitted Wills and flags issues; the Essentials review is stated to take 10–15 business days. After review, the Will is emailed to the user to print and sign before two independent witnesses. Essentials Will costs A$160, paid once, including GST, and includes legal team review and one year of updates. Customised Will costs A$359, paid once, including GST, with bespoke drafting, personalised legal advice, priority review in 3–5 business days and a complimentary consultation through affiliate firm Safewill Legal. It also offers medical and financial Powers of Attorney for A$99, paid once. Unlimited updates after the included year are optional at $15 per year. Safewill says its online service suits most Will-writing needs, while complex estate matters may require its affiliate law firm or a lawyer’s advice.