Everplans vs Quicken WillMaker & Trust
Everplans
everplans.com
Quicken WillMaker & Trust
willmaker.comSide by side
| Figure | Everplans | Quicken WillMaker & Trust |
|---|---|---|
| Price from | $8.33/mo | $18.25/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | — |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 9.1 (#1) | 7.6 (#14) |
| Encryption | Everplans says data at rest uses public/private key and AES256 encryption with unique keys for each user and Everplan, and communications use SSL with 2048-bit certificates. | WillMaker says online documents are encrypted and stored in the cloud, accessible only to the user. |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | 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
Everplans
Everplans helps people organize, store, and securely share important information, documents, and personal decisions. Its planning system guides users through bite-size tasks, and the free plan includes algorithm-led guidance, a content library, and storage for up to three items. Premium costs $99.99 a year and adds unlimited items, premium content, specialized checklists, and secure sharing with trusted people called Deputies. Everplans says it sends reminders and alerts about important dates. The service is available on the web and iOS. The iOS app supports Face ID or Touch ID, contact imports, document uploads, and scanning key information from IDs. Premium users can import basic financial account details through Plaid, but balances are not imported and some institutions or accounts are unsupported. Everplans describes encryption for stored data and communications, says it is HIPAA compliant, and has undergone a SOC 2 Type II examination. It also offers a web-based professional service for financial advisors and states that it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.
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.