EstateView vs Quicken WillMaker & Trust
EstateView
estateview.com
Quicken WillMaker & Trust
willmaker.comSide by side
| Figure | EstateView | Quicken WillMaker & Trust |
|---|---|---|
| Price from | $41.67/mo | $18.25/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Plans published | 2 | 3 |
| Spec score · Estate Planning Software | 8.1 (#8) | 7.6 (#14) |
| Data storage | Client scenarios and AI chats are held in the browser’s encrypted local storage, while uploaded documents are sent to the AI provider and are not retained by EstateView. | The online version stores data on WillMaker’s secure servers, while desktop data is stored on the user’s computer. |
| Purpose | EstateView models estate planning strategies against a client estate and generates client-ready presentations, letters and PowerPoints. | WillMaker guides users through creating estate planning documents, including wills, living trusts, powers of attorney, and living wills. |
| Support | EstateView lists phone support Monday to Friday, 9am–5pm Eastern, and says callers reach someone who uses the software. | The product provides on-screen help, a legal manual, support answers, and contact information for Nolo Technical Support. |
Plans
Quicken WillMaker & Trust
- Starter Plan$109, paid once
- Plus Plan$149, paid once
- All Access Plan$219 a year
In their own words
EstateView
EstateView has no write-up on Specifiction yet; its figures are above.
Quicken WillMaker & Trust
Quicken WillMaker & Trust guides users through creating estate-planning documents, including wills, living trusts, health care directives, powers of attorney, final arrangements, letters to survivors, and transfer-on-death deeds. Its interview adapts to a user’s answers, and attorneys review and update documents for current state-specific laws. The Starter Plan is $109 as a one-time purchase; Plus is $149, paid once, and All Access is $219 a year. All Access includes a one-year Everplans subscription for organizing and sharing important documents. Plus and All Access customers can choose the online app or downloadable software, but data cannot be transferred between the versions. Online access lasts one year, with annual extensions listed at $39.99; desktop access is unlimited, with updates for one year. The desktop version supports Windows 10/11 or macOS 10.14 or higher. Documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal rather than professional or commercial use.