EstateView vs LegalZoom Estate Planning
EstateView
estateview.com
LegalZoom Estate Planning
legalzoom.comSide by side
| Figure | EstateView | LegalZoom Estate Planning |
|---|---|---|
| Price from | $41.67/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Estate Planning Software | 8.1 (#8) | 7.3 (#18) |
| Headquarters | Clearwater, Florida, United States | Mountain View, California, United States |
| Intended users | The platform is built for financial advisors, estate planning attorneys and CPAs. | The estate planning page describes plans for individuals and couples planning for children, assets, and healthcare or financial decisions. |
| Purpose | EstateView models estate planning strategies against a client estate and generates client-ready presentations, letters and PowerPoints. | LegalZoom creates online estate planning documents based on answers to its questionnaire. |
| Security | EstateView says it completed a SOC 2 Type II examination and makes the report available on request. | LegalZoom says sensitive information is encrypted within its systems and offers multi-factor authentication for customer accounts. |
Plans
LegalZoom Estate Planning
- Basic Will$99, paid once
- Premium Will$249, paid once
- Basic Trust$399, paid once
- Premium Trust$549, paid once
In their own words
EstateView
EstateView has no write-up on Specifiction yet; its figures are above.
LegalZoom Estate Planning
LegalZoom Estate Planning creates online estate documents from answers to a questionnaire. Every estate plan includes either a last will or living trust, plus a financial power of attorney, healthcare directive, and HIPAA authorization. A will can name asset recipients and guardians for minor children. Trust plans add documents such as a pour-over will, certificate of trust, schedule of assets, and bill of transfer; LegalZoom says a living trust can help a family avoid probate court. Customers view documents in their LegalZoom account, review them alone or with a lawyer on a call, then print and sign. Premium Will and Premium Trust include attorney document review and unlimited 30-minute attorney calls for one year. LegalZoom says its last wills have been accepted in all 50 states. The service is web-based, paid, and has no free plan. Basic Will costs $99, paid once; Premium Will $249, paid once; Basic Trust $399, paid once; Premium Trust $549, paid once.