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Legal Professional ServicesTop 10 Best Cloud Based Estate Planning Software of 2026
Top 10 cloud based estate planning software ranked and compared, including Quicken WillMaker & Trust, Trust & Will, LegalZoom, Farewill, Gentreo.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Farewill is the best pick for UK practices that need repeatable estate plan drafting with structured intake and attorney review routing, whereas Gentreo fits mid-size firms standardizing intake, drafting, and review across many attorney users, and if Budget’s a concern, Fabric is a strong low-cost entry for structured drafting plus client review in one place.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Farewill
Drafting automation ties structured client inputs to assembled will and trust document outputs, then maintains the same flow through attorney review and e-signature.
Built for fits when practices need repeatable estate plan drafting workflows with structured intake and attorney review routing..
LegalZoom Estate Planning
Editor pickAttorney review checkpoint tied to the drafting flow before final documents are delivered.
Built for fits when individual clients want guided drafting plus attorney review, without building custom estate workflows..
Gentreo
Editor pickAttorney review workflow that ties drafting stages to consistent, template-based document outputs.
Built for fits when mid-size firms standardize intake, drafting, and review across many attorney users..
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Comparison Table
Farewill
SMBOnline will-writing and estate planning platform serving the UK market.
Drafting automation ties structured client inputs to assembled will and trust document outputs, then maintains the same flow through attorney review and e-signature.
Farewill’s core workflow starts with client-facing questionnaires and produces assembled documents for will drafting and trust drafting based on the inputs. Attorney review is handled as a distinct step in the same drafting flow, which reduces the risk of copying errors between forms and letter templates. Document execution is supported through electronic signature for the final signing stage.
A tradeoff is that the strongest automation is driven by Farewill’s guided intake paths rather than free-form clause editing, so edge-case terms can require manual intervention by counsel. Farewill fits teams that run repeatable estate planning matter types and need consistent document assembly and review routing at scale.
- +Guided intake to reduce omissions before drafting begins
- +Attorney review routing is embedded in the same document workflow
- +Secure client portal supports document handoffs and status visibility
- +Draft assembly supports complex multi-document estates
- –Advanced clause variations can be harder to represent outside the guided path
- –Some estate tax and asset-specific instructions may need counsel edits
- –Complex special cases can reduce throughput versus standard matter types
- –Reports focus on workflow state rather than deep analytics
Estate planning intake coordinators
Turn questionnaires into drafts
Fewer rework rounds
Law firms with review teams
Route drafts for counsel edits
Tighter review control
Show 2 more scenarios
Practices needing execution handling
Collect e-signatures securely
Faster completion cycles
Final documents are delivered to clients for electronic signature within the same workflow.
Multi-matter operations
Standardize repeatable estate plans
More consistent outputs
Templates and guided paths support consistent will and trust drafting across many matters.
Best for: Fits when practices need repeatable estate plan drafting workflows with structured intake and attorney review routing.
More related reading
LegalZoom Estate Planning
SMBOnline legal document software covering wills, trusts, and estate planning.
Attorney review checkpoint tied to the drafting flow before final documents are delivered.
LegalZoom Estate Planning uses a questionnaire-led flow that collects jurisdiction and personal facts, then generates plan documents based on those inputs. The platform includes an attorney review step that changes how errors are handled compared with self-serve document generators. It also provides a secure customer experience for completing inputs and receiving completed documents.
A key tradeoff is limited engineering-style control, since automation stops at form-driven assembly and finished document production. LegalZoom Estate Planning fits best for individual clients and small teams that want drafting guidance with an attorney check, not for firms that need custom workflow steps or deep system integrations. Plan changes also depend on rerunning the questionnaire flow rather than granular version control per document section.
- +Questionnaire-driven drafting reduces missed clauses from manual form completion
- +Attorney review checkpoint adds a structured quality control stage
- +Generates consistent, shareable PDF document outputs from collected inputs
- +Guided collection of plan inputs supports faster completion than blank templates
- –Customization of document logic is limited for firm-specific workflows
- –Reruns are needed for many updates, which slows iterative revisions
- –Integration depth for practice management is limited to document exchange
Individual clients
Draft a will with guidance
Ready-to-sign will package
Families updating plans
Revise trust terms after life events
Updated trust document set
Show 1 more scenario
Small practices onboarding clients
Standard intake to attorney review
Lower intake friction
A structured intake flow produces documents for attorney review and completion.
Best for: Fits when individual clients want guided drafting plus attorney review, without building custom estate workflows.
Gentreo
consumerOnline estate planning and document storage software for households.
Attorney review workflow that ties drafting stages to consistent, template-based document outputs.
Gentreo is geared toward law firms that need consistent plan structure from intake through attorney review to final document generation. The workflow supports draft iterations and maintains traceable changes between stages, which reduces rework when clients request revisions. Template-driven drafting helps standardize clause selection for common instruments and recurring attorney review steps.
A key tradeoff is that deep customization depends on template governance, not ad hoc drafting, so teams need a controlled approach to clause and section variants. Gentreo fits best when multiple attorneys collaborate on similar estate plan packages and the firm wants predictable document output instead of one-off builds.
- +Structured drafting workflow keeps attorney review organized
- +Template-driven plan sections reduce clause drift across versions
- +Stage-based drafting supports accountable edit trails
- +Client intake inputs map cleanly to generated documents
- –Advanced customization requires stronger template governance discipline
- –Workflow fits common plan packages less for highly bespoke matters
- –Granular control over every clause variant may involve workflow constraints
- –Reporting depth can lag firms that need detailed analytics exports
Estate planning attorneys
Iterative review of revocable trust drafts
Fewer review loops
Paralegals and legal assistants
Batch assembly of plan document sets
Faster production cycles
Show 2 more scenarios
Firm operations and practice managers
Template governance across multiple attorneys
More uniform outputs
Reusable sections reduce inconsistent clause application across teams and matters.
Client communications teams
Managing revision-ready document drafts
Cleaner client revision handling
Stage separation supports preparing client-facing versions without mixing draft states.
Best for: Fits when mid-size firms standardize intake, drafting, and review across many attorney users.
Estateably
vertical specialistCloud software for estate planning, trust administration, and probate workflows.
Matter-level guided drafting workflows convert questionnaire answers into structured document outputs with review-ready sections.
Estateably is a cloud-based estate planning software system that focuses on structured intake, document assembly, and client collaboration around estate plan drafting. Estateably supports the creation of core documents like wills and trusts through guided workflows that convert questionnaire data into draftable outputs.
Estateably also provides a secure client portal for document exchange and review cycles, with electronic signature support for finalization. Practice workflows are strengthened by configurable templates and repeatable drafting steps that keep attorney review consistent across matters.
- +Guided intake captures matter facts that map cleanly into drafted documents
- +Secure client portal supports review and document exchange per matter
- +Electronic signature flow reduces handoff friction at the finalization stage
- +Reusable template workflows keep attorney review steps consistent
- –Automation depth can require more template configuration than linear drafting tools
- –API and integration surface is limited compared with practice-management-first vendors
- –Cross-jurisdiction clause customization needs careful governance across templates
- –Advanced custom data fields may feel constrained for nonstandard asset models
Best for: Fits when an estate planning practice wants guided intake and repeatable drafting with attorney review and client portal collaboration.
WealthCounsel
vertical specialistCloud-based drafting and practice software for trusts and estates attorneys.
Workflow-driven drafting that channels intake answers into attorney review checkpoints tied to document assembly.
WealthCounsel generates estate planning documents through a guided drafting workflow that collects client details and produces attorney-ready outputs. It is designed around attorney review and client-facing document exchange using a secure portal for the drafting and signature steps.
The system supports jurisdiction-specific clause handling and assembles complete plan documents that include the core components for wills and trusts. Collaboration is organized through workflow stages that help keep revisions and approvals aligned from intake through final execution.
- +Guided intake reduces missing fields before drafting begins
- +Attorney review workflow tracks revisions through defined stages
- +Secure client portal supports document sharing and execution steps
- +Jurisdiction-aware clause assembly reduces manual editing
- –Automation depth for custom workflows is limited without add-on tooling
- –Complex drafting scenarios can require more attorney cleanup time
- –Integration options for practice systems are not as broad as general SaaS rivals
- –Role-based controls lack fine-grained settings for every workflow action
Best for: Fits when law firms need structured, portal-driven drafting and attorney review for wills and trusts.
FreeWill
consumerOnline tools for creating wills and recording charitable and estate planning intentions.
Role-based attorney review checkpoints embedded in the document assembly flow before final PDF generation.
FreeWill is a cloud-based estate planning software built around guided drafting for wills, trusts, and related incapacity documents. The system organizes document creation with structured form inputs and a review workflow aimed at attorney oversight before final output.
FreeWill produces client-ready PDFs and supports digital sign flows for executing estate plan documents. The platform also includes collaboration controls for firms that need repeatable intake and consistent document assembly across cases.
- +Guided drafting reduces missing-field risk during client intake
- +Attorney review workflow supports controlled revisions before output
- +Client-facing documents export clean PDFs for final packaging
- +Collaboration features support multi-staff handling of a matter
- –Limited room for highly customized drafting logic without workflow constraints
- –Automation coverage depends on established templates per jurisdiction
- –Integrations for practice management are not extensive for complex pipelines
- –Firms needing deep API extensibility may hit surface-area limits
Best for: Fits when small to mid-size firms need guided estate plan drafting with review control and dependable document output.
GoodTrust
consumerDigital estate planning software for wills, trusts, and legacy organization.
Attorney review workflow keeps client intake responses tied to each generated draft revision for controlled collaboration.
GoodTrust is a cloud-based estate planning solution that focuses on attorney-led workflows plus a secure client intake experience. It supports estate plan drafting for common documents like wills and revocable living trusts with guided data capture and document assembly to PDF.
GoodTrust also provides client sharing for draft review and completion steps that support electronic signatures. The system is built for teams that need consistent templates, repeatable clause options, and an audit trail of draft revisions during collaboration.
- +Client intake captures plan details in a guided flow for fewer drafting gaps
- +Attorney review workflow supports iterative draft cycles without separate file sprawl
- +Document generation produces shareable PDFs from structured client responses
- +Collaboration tools track which draft version was shared for sign or review
- –Deep automation requires disciplined template configuration and workflow setup
- –Asset and property details can be time-consuming to enter for complex estates
- –Some advanced trust funding instructions need careful manual refinement
- –Integrations for external practice management systems are limited compared with top competitors
Best for: Fits when attorney teams need guided client intake, repeatable drafting, and controlled review rounds in one place.
Fabric
SMBLife insurance and estate planning platform with free will creation.
Stage based matter workflow that ties client review and internal edits to the same drafting state.
Fabric is a cloud based estate planning solution built around attorney workflow and client collaboration. It focuses on drafting intake, structured document assembly, and internal review steps that keep files organized from questionnaire to final documents.
Fabric also supports secure client-facing sharing for document review and signature collection, reducing back-and-forth during execution. Administration centers on managing who can access matters and what they can edit during each workflow stage.
- +Workflow stages keep drafting, review, and signing aligned per matter
- +Client portal supports structured review without emailing updated files
- +Document assembly outputs consistent formats for attorney editing
- +Matter access control supports role separation between staff and attorneys
- –Limited visibility into detailed draft history compared with audit heavy tools
- –Automation depends on configuration rather than built in rule authoring
- –API surface is narrower than tools marketed for custom integrations
- –Few templates for jurisdiction specific clause variations without attorney adjustments
Best for: Fits when law firms want structured drafting workflows and client review in one place.
Nolo Quicken WillMaker
SMBEstate planning software producing wills, trusts, and healthcare directives.
Clause-library driven document assembly that adapts instrument language to the selected jurisdiction during generation.
Nolo Quicken WillMaker drafts wills and trusts through guided forms that generate jurisdiction-specific documents and a reusable plan outline. It supports document assembly for key estate planning instruments like powers of attorney and advance healthcare directives, with built-in guidance for common clause variations.
Output is delivered as document packages with PDF-ready files and a structure meant for attorney review workflows. The workflow is geared toward solo plan creation with step-by-step inputs rather than multi-user practice management.
- +Guided interview flow reduces blank-field ambiguity during will and trust drafting
- +Generates jurisdiction-specific wording from a clause library during document assembly
- +Produces shareable document packages designed for attorney review
- +Covers common planning instruments beyond wills and trusts
- –Limited automation for recurring updates after life events
- –Minimal evidence of an external API for workflow integration
- –Client collaboration depends on basic sharing rather than role-based review controls
- –Trust drafting options can feel narrow for complex multi-entity estates
Best for: Fits when individuals need guided drafting and PDF document packages for attorney review without practice workflow complexity.
Everplans
consumerDigital platform for organizing estate, end-of-life, and emergency information.
Client-facing plan workspace that supports iterative draft collection and review without switching tools.
Everplans is a cloud-based estate planning software focused on guided plan assembly with a client-facing experience and document output for common family situations. It supports will drafting and trust drafting workflows that lead into generated PDFs and shareable records for review.
The core setup centers on collecting details in guided questionnaires, then iterating through drafts until the document set is ready for signatures or attorney review. Compared with legal services and client-intake-only tools, Everplans adds a consistent workflow for plan content capture, document generation, and ongoing updates within the same workspace.
- +Guided questionnaires reduce missing fields during plan drafting
- +Generated document set supports faster iteration for later reviews
- +Client-ready portal experience keeps plan details in one workspace
- +Clear draft states help track what is ready for signature
- –Limited evidence of deep attorney customization compared with practice systems
- –Automation stays within document generation and lacks broad workflow scripting
- –Complex funding and property titling guidance can require manual follow-up
- –No public, developer-facing API surface for integrations or provisioning
Best for: Fits when families or small practices want questionnaire-driven will and trust drafting with a repeatable document output workflow.
Conclusion
After evaluating 10 legal professional services, Farewill stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right cloud based estate planning software
Cloud-based estate planning software for drafting, collaboration, and document generation is represented here by Farewill, LegalZoom Estate Planning, Trust & Will, and the rest of the top-ranked set. The coverage includes end-to-end drafting flows with attorney review checkpoints such as Farewill’s structured routing through attorney review and e-signature, and LegalZoom’s drafting flow that adds an attorney review checkpoint before final delivery.
This guide frames each tool around concrete workflow behaviors visible in the product cards, including how guided intake feeds will and trust document assembly, how review stages are tied to each draft revision, and how much automation and governance discipline the workflow requires for repeatable outcomes. It also compares practice-oriented workflow tools like Gentreo, Estateably, and WealthCounsel against more individual drafting and clause-library approaches like Nolo Quicken WillMaker.
Cloud based estate planning software for drafting and attorney review workflows
Cloud-based estate planning software runs estate plan drafting and document assembly inside a hosted workspace that collects client inputs, generates will and trust documents, and supports review cycles tied to the drafting state. Farewill and Estateably use guided intake flows that map structured answers into will and trust outputs, then keep attorney review and client collaboration aligned with matter-level drafting.
Across the set, tools like Gentreo and WealthCounsel tie attorney review workflow stages directly to document assembly so revisions move through defined checkpoints rather than relying on manual file handoffs. Other tools prioritize jurisdiction-aware document assembly from clause libraries and keep automation closer to generation than to workflow scripting, which shows up in Nolo Quicken WillMaker.
Workflow depth, routing, and automation controls for cloud drafting
Cloud-based estate planning software is only useful when guided intake, document assembly, and attorney review stay connected at the matter level so revisions do not break intent. These tools differ most in how drafting state moves through review checkpoints and how much automation can follow the structured inputs without manual rework.
Drafting-to-review routing tied to the same document flow
Farewill ties structured drafting automation to attorney review and e-signature in one continuous flow. FreeWill embeds role-based attorney review checkpoints inside the document assembly path before final PDF generation.
Attorney workflow stages that keep revisions organized per draft
Gentreo uses an attorney review workflow that ties drafting stages to consistent, template-based document outputs. Fabric uses stage-based matter workflow that ties client review and internal edits to the same drafting state.
Matter-level guided inputs that map to review-ready draft sections
Estateably converts questionnaire answers into matter-level guided drafting workflows with review-ready sections in a secure client portal. WealthCounsel channels intake answers into attorney review checkpoints tied to document assembly for wills and trusts.
Quality-control checkpoints for attorney review before delivery
LegalZoom Estate Planning adds an attorney review checkpoint tied to the drafting flow before final documents are delivered. Nolo Quicken WillMaker focuses on jurisdiction-specific clause-library generation for document assembly and provides less automation after life-event updates.
Iterative client workspace tied to draft revisions and collaboration
GoodTrust ties attorney review workflow to generated draft revisions so controlled collaboration stays linked to each cycle. Everplans provides a client-facing plan workspace that supports iterative draft collection and review without switching tools.
Choose based on drafting state control, review routing, and customization governance
The deciding factor is whether the product keeps structured client inputs and drafting logic inside a governed workflow that can survive review cycles and iterative edits. The second factor is where customization pressure lands, since some platforms constrain clause paths through guided flows while others rely on workflow templates that require governance discipline.
Pick the workflow model that matches the team’s drafting cadence
If repeatable drafting workflows with structured intake and attorney routing matter, Farewill is built around a drafting automation path that carries through attorney review and e-signature. If a staged matter workflow for drafting, review, and client signing alignment matters most, Fabric keeps those interactions aligned per matter workflow stage.
Decide whether attorneys need template-based consistency or clause-path flexibility
If consistent template-driven plan sections reduce clause drift across versions, Gentreo uses template-based document outputs tied to review workflow stages. If flexibility is constrained by guided paths, LegalZoom Estate Planning limits custom document logic for firm-specific workflows and can require reruns for many updates.
Validate whether automation follows the matter data into review-ready outputs
Estateably uses guided intake that maps matter facts into drafted outputs and supports client portal collaboration per matter. WealthCounsel uses workflow-driven drafting that channels intake answers into defined attorney review checkpoints during document assembly.
Assess how the tool handles iterative revisions without file sprawl
GoodTrust ties client intake responses to each generated draft revision so review rounds remain controlled inside one place. Estateably also supports matter-level collaboration in a secure client portal but automation depth can require more template configuration than linear drafting tools.
Match customization expectations to configuration governance capacity
If advanced clause variations must be expressed outside the guided path, Farewill notes that representing those variations can be harder outside guided constraints. If deep automation requires stronger template governance discipline, Gentreo and GoodTrust both flag that workflow setup discipline becomes a dependency for complex outcomes.
Which teams should buy which workflow style
Estate planning practices should buy cloud drafting tools that match how attorney review is performed, meaning whether reviews are checkpointed inside the drafting flow or added as a separate milestone. Teams also need to align on how much configuration work is acceptable for repeatable outcomes across jurisdictions and plan packages.
Mid-size law firms standardizing intake and review across many attorneys
Gentreo provides a structured drafting workflow with template-based outputs tied to attorney review stages. This design favors repeatable plan packages across attorney users rather than highly bespoke logic.
Practices that want guided intake feeding drafting automation through review and e-signature
Farewill keeps the structured intake to assembled will and trust outputs flow going through attorney review and e-signature in one document workflow. This reduces manual handoffs between drafting and review cycles.
Firms needing client portal collaboration tied to matter-level drafting artifacts
Estateably supports a secure client portal for review and document exchange per matter while converting questionnaire answers into review-ready sections. GoodTrust supports controlled collaboration by tying generated draft revisions to attorney review workflow cycles.
Individuals or small groups that want guided drafting plus an attorney review checkpoint
LegalZoom Estate Planning provides questionnaire-driven drafting with an attorney review checkpoint before final delivery. Nolo Quicken WillMaker focuses on jurisdiction-specific clause-library assembly and provides limited automation for recurring updates.
Small practices or families prioritizing an iterative client workspace for draft collection
Everplans offers a client-facing plan workspace that supports iterative draft collection and review without switching tools. Fabric also supports stage-based matter workflow for drafting and client review in one place but shows limited visibility into detailed draft history.
Common buying and implementation pitfalls in this category
Misalignment usually happens when the selected workflow style cannot represent how estate plans actually vary across real client situations. The second failure mode is treating drafting tools like generic form builders when the workflow needs governance discipline for repeatable outputs.
Selecting a guided workflow tool but planning to rely on extensive bespoke clause logic outside the guided path
Farewill can make advanced clause variations harder to represent outside the guided path. A mismatch like this shows up when attorneys need frequent logic branching that guided templates do not cover.
Underestimating update iteration cost when document logic is limited
LegalZoom Estate Planning limits customization of document logic for firm-specific workflows and can require reruns for many updates. This can slow iterative revisions if the team frequently changes inputs during review.
Assuming template-based review workflows work without governance discipline
Gentreo and GoodTrust both flag that advanced automation depends on template governance discipline and workflow setup. Without that discipline, template drift or inconsistent configuration can show up as review-stage confusion.
Choosing a workflow-first tool while expecting deep draft-history visibility
Fabric notes limited visibility into detailed draft history compared with audit-heavy tools. Teams that need high-granularity change tracking may find the visibility insufficient for internal QA requirements.
Buying clause-library generation for ongoing life-event updates instead of workflow-driven automation
Nolo Quicken WillMaker is strongest at clause-library driven jurisdiction-aware generation but has limited automation for recurring updates after life events. For high-frequency change cycles, tools that channel intake into structured review checkpoints tend to fit better.
How We Selected and Ranked These Tools
We evaluated Farewill, LegalZoom Estate Planning, Gentreo, Estateably, WealthCounsel, FreeWill, GoodTrust, Fabric, Nolo Quicken WillMaker, and Everplans against workflow depth and drafting-to-review behavior. Features counted for 40% of the result and ease and value each counted for 30% so ranking reflects both capability and day-to-day friction.
Farewill ranked highest because its drafting automation ties structured client inputs to assembled will and trust document outputs and then carries the same flow through attorney review and e-signature. This end-to-end connection between intake, drafting state, and review checkpoints drove the top overall score for Farewill.
Frequently Asked Questions About cloud based estate planning software
Which platforms handle attorney review workflows as a required checkpoint, not an optional step?
How do drafting workflows move structured intake answers into jurisdiction-specific documents?
When does versioning matter for collaborative edits across drafting and review stages?
What breaks if a firm needs strict administrative control over who can access matters and edit content?
How do secure client portals and document sharing work during drafting and execution?
Which tools are designed for solo or small-team drafting rather than multi-user practice management?
How do document outputs differ between consumer-first delivery and attorney-first review routing?
Which platforms support document assembly that remains traceable from intake through each generated draft revision?
When teams need extensibility beyond a fixed template library, where does capability typically fall short?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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