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Top 10 Best Estate Plan Software of 2026

Discover the top estate plan software to simplify planning. Compare features, user ratings, and choose the best fit for your needs today.

Disclosure: Gitnux may earn a commission through links on this page. This does not influence rankings — products are evaluated through our independent verification pipeline and ranked by verified quality metrics. Read our editorial policy →

How We Ranked These Tools

01
Feature Verification

Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.

02
Multimedia Review Aggregation

Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.

03
Synthetic User Modeling

AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.

04
Human Editorial Review

Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.

Products cannot pay for placement. Rankings reflect verified quality, not marketing spend. Read our full methodology →

How Our Scores Work

Scores are calculated across three dimensions: Features (depth and breadth of capabilities verified against official documentation across 12 evaluation criteria), Ease of Use (aggregated sentiment from written and video user reviews, weighted by recency), and Value (pricing relative to feature set and market alternatives). Each dimension is scored 1–10. The Overall score is a weighted composite: Features 40%, Ease of Use 30%, Value 30%.

Estate planning software is a cornerstone of modern financial and legacy protection, empowering individuals to secure their assets and define their wishes with clarity. With a diverse range of tools—from DIY platforms for personal use to professional solutions for legal and financial professionals—choosing the right fit ensures accuracy, efficiency, and peace of mind.

Quick Overview

  1. 1#1: WealthCounsel - Comprehensive document drafting and estate planning software designed for attorneys and financial advisors.
  2. 2#2: Quicken WillMaker & Trust - DIY software for creating wills, trusts, powers of attorney, and other estate planning documents for individuals.
  3. 3#3: Trust & Will - Online platform for generating customized wills, trusts, and estate plans with attorney support.
  4. 4#4: LegalZoom - Affordable online service for estate planning documents including wills, trusts, and living wills.
  5. 5#5: FreeWill - Free online tool for creating basic wills and estate planning documents with optional upgrades.
  6. 6#6: Wealth.com - Modern estate planning platform with dynamic trusts, asset tracking, and family governance tools.
  7. 7#7: GoodTrust - Digital estate planning service for wills, asset organization, and end-of-life planning.
  8. 8#8: Fabric - Estate planning app integrated with life insurance for wills, guardianships, and legacy planning.
  9. 9#9: Everplans - Digital vault and planning tool for organizing estate documents, assets, and end-of-life instructions.
  10. 10#10: EstateExec - Software for executors to manage probate, track assets, and handle estate settlement tasks.

We ranked these tools based on robust features, user experience, document quality, and overall value, prioritizing those that cater to both individual and professional needs to deliver a comprehensive guide.

Comparison Table

Estate plan software streamlines the creation of essential legal documents, and our comparison table highlights top tools like WealthCounsel, Quicken WillMaker & Trust, Trust & Will, LegalZoom, FreeWill, and more. Readers will discover key features, usability, and pricing details to identify the best fit for their estate planning needs.

Comprehensive document drafting and estate planning software designed for attorneys and financial advisors.

Features
9.9/10
Ease
8.4/10
Value
9.2/10

DIY software for creating wills, trusts, powers of attorney, and other estate planning documents for individuals.

Features
9.5/10
Ease
9.0/10
Value
9.3/10

Online platform for generating customized wills, trusts, and estate plans with attorney support.

Features
8.5/10
Ease
9.2/10
Value
8.8/10
4LegalZoom logo7.8/10

Affordable online service for estate planning documents including wills, trusts, and living wills.

Features
7.5/10
Ease
8.5/10
Value
7.0/10
5FreeWill logo8.2/10

Free online tool for creating basic wills and estate planning documents with optional upgrades.

Features
7.5/10
Ease
9.2/10
Value
10/10
6Wealth.com logo8.2/10

Modern estate planning platform with dynamic trusts, asset tracking, and family governance tools.

Features
8.5/10
Ease
8.8/10
Value
7.8/10
7GoodTrust logo7.8/10

Digital estate planning service for wills, asset organization, and end-of-life planning.

Features
7.5/10
Ease
8.5/10
Value
8.2/10
8Fabric logo7.8/10

Estate planning app integrated with life insurance for wills, guardianships, and legacy planning.

Features
7.5/10
Ease
9.2/10
Value
8.1/10
9Everplans logo7.8/10

Digital vault and planning tool for organizing estate documents, assets, and end-of-life instructions.

Features
7.5/10
Ease
8.8/10
Value
7.2/10
10EstateExec logo7.8/10

Software for executors to manage probate, track assets, and handle estate settlement tasks.

Features
8.5/10
Ease
8.0/10
Value
7.5/10
1
WealthCounsel logo

WealthCounsel

enterprise

Comprehensive document drafting and estate planning software designed for attorneys and financial advisors.

Overall Rating9.7/10
Features
9.9/10
Ease of Use
8.4/10
Value
9.2/10
Standout Feature

WealthDocx document assembly engine, which uses clause-based automation and variable-driven logic for highly accurate, personalized estate planning documents.

WealthCounsel is a leading estate planning software platform tailored for attorneys, offering automated document drafting, practice management, and client communication tools. Its core WealthDocx engine assembles complex wills, trusts, powers of attorney, and other documents using state-specific templates and intelligent automation. The suite includes Atlas for case management, a secure client portal, and extensive legal research resources, ensuring compliance with evolving tax and estate laws.

Pros

  • Extensive library of over 10,000 state-specific, customizable estate planning documents
  • Powerful WealthDocx automation that significantly reduces drafting time
  • Integrated practice management and compliance updates from legal experts
  • Robust client portal and educational resources for attorneys

Cons

  • Steep learning curve for new users due to advanced customization options
  • Premium pricing may be prohibitive for solo practitioners
  • Primarily focused on estate planning, less versatile for general practice

Best For

Mid-sized to large estate planning law firms seeking comprehensive automation, compliance, and practice management in one platform.

Pricing

Annual subscriptions start at around $3,500 per user for core drafting tools, with premium bundles up to $7,000+ including full practice management; volume discounts for firms.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit WealthCounselwealthcounsel.com
2
Quicken WillMaker & Trust logo

Quicken WillMaker & Trust

specialized

DIY software for creating wills, trusts, powers of attorney, and other estate planning documents for individuals.

Overall Rating9.2/10
Features
9.5/10
Ease of Use
9.0/10
Value
9.3/10
Standout Feature

Full revocable living trust package with pour-over will, property worksheets, and transfer deed generators for seamless asset titling.

Quicken WillMaker & Trust is a comprehensive DIY estate planning software from Nolo that enables users to create customized wills, revocable living trusts, durable powers of attorney, advance healthcare directives, and final arrangement documents tailored to their state's laws. It features an intuitive interview-based system that guides users step-by-step through the process, generating attorney-reviewed forms without the need for a lawyer. Additional tools include asset inventories, executor checklists, and letter-writing wizards, making it ideal for basic to moderately complex estate planning.

Pros

  • Extensive library of over 40 state-specific estate planning documents
  • Step-by-step interview process simplifies complex legal forms
  • One-time purchase with unlimited documents for your family

Cons

  • Not ideal for highly complex estates requiring custom legal advice
  • Desktop software only, lacking mobile or cloud access
  • Requires manual updates for ongoing legal compliance

Best For

Individuals and families with straightforward to moderate estate planning needs seeking affordable, attorney-reviewed documents without hiring a lawyer.

Pricing

One-time purchase at $149 for WillMaker & Trust 2024, includes free updates for one year and unlimited family documents.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
3
Trust & Will logo

Trust & Will

specialized

Online platform for generating customized wills, trusts, and estate plans with attorney support.

Overall Rating8.7/10
Features
8.5/10
Ease of Use
9.2/10
Value
8.8/10
Standout Feature

Revocable living trust builder with integrated pour-over will and asset assignment tools for seamless probate avoidance.

Trust & Will is an online estate planning platform that enables users to create customized wills, revocable living trusts, powers of attorney, healthcare directives, and guardianship documents through an interactive, guided questionnaire. It tailors documents to state-specific laws and offers optional attorney reviews for added assurance. The service emphasizes affordability and accessibility for straightforward estate needs, with digital storage and update options.

Pros

  • User-friendly questionnaire that simplifies complex legal documents
  • State-specific customization for compliance
  • Affordable one-time fees with 30 days of free updates

Cons

  • Updates after 30 days incur extra fees
  • Limited suitability for highly complex or high-asset estates
  • Customer support primarily via email and chat, not phone during all hours

Best For

Individuals or couples with moderate assets and straightforward family situations seeking DIY estate planning.

Pricing

Individual will-based plan at $199, trust-based at $599; couples versions $299 and $699 respectively, with add-ons for attorney support.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Trust & Willtrustandwill.com
4
LegalZoom logo

LegalZoom

specialized

Affordable online service for estate planning documents including wills, trusts, and living wills.

Overall Rating7.8/10
Features
7.5/10
Ease of Use
8.5/10
Value
7.0/10
Standout Feature

One-on-one attorney consultations included in higher-tier plans for personalized advice on estate documents

LegalZoom offers an online platform for creating estate planning documents like wills, living trusts, powers of attorney, and healthcare directives through interactive questionnaires and templates. It caters to DIY users with guided processes while providing optional attorney reviews and consultations for added assurance. The service emphasizes accessibility and speed, allowing users to generate legally binding documents without in-person legal visits.

Pros

  • User-friendly step-by-step wizards for quick document creation
  • Optional attorney review and consultations for peace of mind
  • Broad library of estate planning forms compliant with state laws

Cons

  • Higher pricing with frequent upsells for premium features
  • Limited depth for complex estates requiring custom trusts
  • Less automation and integration compared to specialized estate software

Best For

Busy individuals or families needing basic estate documents with optional attorney support but not ultra-complex planning.

Pricing

Basic will starts at $99; comprehensive bundles with trusts and attorney services range from $279 to $599+.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit LegalZoomlegalzoom.com
5
FreeWill logo

FreeWill

specialized

Free online tool for creating basic wills and estate planning documents with optional upgrades.

Overall Rating8.2/10
Features
7.5/10
Ease of Use
9.2/10
Value
10/10
Standout Feature

Fully free will creation with guided customization, powered by partnerships with nonprofits for legacy giving

FreeWill is an online platform that provides free estate planning tools, primarily allowing users to create customized last wills and testaments through a guided, step-by-step questionnaire. It supports basic beneficiary designations, guardian appointments for minors, and simple asset distribution plans, with options to include charitable giving. The service is designed for accessibility, eliminating the need for expensive lawyers for straightforward estates.

Pros

  • Completely free with no hidden fees or upsells for core features
  • Intuitive, mobile-friendly interface that takes about 20 minutes
  • Seamless integration for charitable bequests and donor-advised funds

Cons

  • Limited customization for complex estates, trusts, or international assets
  • No built-in legal review or attorney consultation
  • Basic document storage and lacks advanced features like revocable living trusts

Best For

Budget-conscious individuals or families with simple estates seeking a quick, no-cost way to draft a basic will.

Pricing

100% free for all core estate planning documents; optional donations encouraged.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit FreeWillfreewill.com
6
Wealth.com logo

Wealth.com

enterprise

Modern estate planning platform with dynamic trusts, asset tracking, and family governance tools.

Overall Rating8.2/10
Features
8.5/10
Ease of Use
8.8/10
Value
7.8/10
Standout Feature

Interactive family collaboration hub for secure, real-time access and input from multiple family members on estate documents.

Wealth.com is a comprehensive online estate planning platform that allows users to create customized wills, revocable living trusts, powers of attorney, and healthcare directives through guided, interactive workflows. It provides attorney-reviewed documents, secure digital storage, and tools for ongoing plan updates and family collaboration. The service emphasizes simplicity and accessibility, making it suitable for individuals and families handling basic to moderately complex estate needs without requiring in-person legal consultations.

Pros

  • Intuitive guided process for document creation
  • Unlimited updates and revisions included
  • Secure family sharing and collaboration features

Cons

  • Subscription model may feel costly long-term
  • Limited support for highly complex estates
  • No one-time purchase option

Best For

Individuals and families looking for an easy, digital-first solution to create and maintain basic estate plans without attorney visits.

Pricing

Annual subscriptions start at $199 for individuals, $299 for couples, with premium family plans up to $499/year including advanced features.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
7
GoodTrust logo

GoodTrust

specialized

Digital estate planning service for wills, asset organization, and end-of-life planning.

Overall Rating7.8/10
Features
7.5/10
Ease of Use
8.5/10
Value
8.2/10
Standout Feature

Digital Vault for secure, post-death access to online accounts and beneficiary instructions

GoodTrust is an online estate planning platform focused on simplifying wills, trusts, powers of attorney, and especially digital asset management for tech-savvy users. It provides tools to inventory online accounts, designate beneficiaries, and securely store documents in a digital vault accessible only after death. The service emphasizes affordability and ease, making it accessible without needing an attorney for basic needs.

Pros

  • Affordable one-time pricing model
  • Strong emphasis on digital legacy planning and account beneficiary designations
  • Intuitive online interface with guided setup

Cons

  • Lacks attorney review or customization for complex estates
  • Limited advanced trust options compared to full-service competitors
  • Requires manual updates for life changes without subscription reminders

Best For

Tech-oriented individuals or families with straightforward estates who prioritize digital asset management on a budget.

Pricing

One-time fees from $149 for basic Legacy Plan (will + digital tools) to $599 for full estate bundle including revocable trusts.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit GoodTrustgoodtrust.com
8
Fabric logo

Fabric

specialized

Estate planning app integrated with life insurance for wills, guardianships, and legacy planning.

Overall Rating7.8/10
Features
7.5/10
Ease of Use
9.2/10
Value
8.1/10
Standout Feature

Parent-focused guardian nomination tools with family emergency planning integrations

Fabric (meetfabric.com) is an online estate planning platform tailored for parents and families, enabling users to create wills, revocable living trusts, powers of attorney, and guardianship designations via a guided questionnaire. Documents are attorney-reviewed and delivered digitally for easy access and updates. It also integrates life insurance recommendations to bolster family financial security, making it a one-stop shop for basic estate planning needs.

Pros

  • Intuitive questionnaire-based setup ideal for non-experts
  • Attorney-reviewed documents included
  • Seamless integration with life insurance options

Cons

  • Limited customization for highly complex estates
  • No ongoing legal support or consultations post-purchase
  • Fewer advanced trust options compared to top competitors

Best For

Busy parents and young families needing quick, affordable basic estate plans without legal jargon.

Pricing

One-time fees start at $199 for a will, $499 for will + trust bundle; no subscription required.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Fabricmeetfabric.com
9
Everplans logo

Everplans

specialized

Digital vault and planning tool for organizing estate documents, assets, and end-of-life instructions.

Overall Rating7.8/10
Features
7.5/10
Ease of Use
8.8/10
Value
7.2/10
Standout Feature

The secure 'Vital File' digital vault that compiles all user documents into an accessible, shareable resource for loved ones.

Everplans is an online platform designed to help users organize and document their end-of-life and estate planning information through guided templates and checklists. It creates a secure digital vault for vital records, including financial accounts, legal documents, healthcare directives, and personal wishes, making it easy to share with family or advisors. While it provides structure and prompts for planning, it does not generate legally binding documents and serves more as an organizational tool than a full legal service.

Pros

  • User-friendly guided templates and checklists for comprehensive planning
  • Secure, shareable digital vault for family access
  • Extensive coverage of personal, financial, and legacy information

Cons

  • Does not create legally binding estate documents
  • Ongoing subscription model adds recurring costs
  • Limited automation or integration with legal professionals

Best For

Individuals or families looking to digitally organize estate information and wishes for easy sharing, without needing full legal drafting.

Pricing

Individual plans start at $75/year; family plans at $150/year, with a free basic version for starting organization.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit Everplanseverplans.com
10
EstateExec logo

EstateExec

specialized

Software for executors to manage probate, track assets, and handle estate settlement tasks.

Overall Rating7.8/10
Features
8.5/10
Ease of Use
8.0/10
Value
7.5/10
Standout Feature

Integrated estate tax return preparation (Form 706) with step-by-step guidance

EstateExec is a cloud-based platform primarily designed for estate executors, administrators, and attorneys to manage the settlement and administration of estates after death. It offers tools for inventorying assets and debts, generating accounting reports, preparing tax returns, and tracking distributions to beneficiaries. While excellent for post-mortem execution, it has limited capabilities for proactive estate planning like will or trust creation.

Pros

  • Comprehensive asset tracking and inventory management
  • Professional-grade reports and tax preparation tools
  • Collaboration features for multiple users like attorneys and family

Cons

  • Limited focus on pre-death estate planning and document creation
  • Steep learning curve for complex estates
  • Subscription required for full advanced features

Best For

Executors, administrators, and estate attorneys handling probate and settlement processes.

Pricing

Free basic plan; Pro at $49/month or $390/year; Enterprise custom pricing.

Official docs verifiedFeature audit 2026Independent reviewAI-verified
Visit EstateExecestateexec.com

Conclusion

Evaluating the top estate plan software reveals WealthCounsel as the leading choice, offering comprehensive document drafting designed for professionals. Quicken WillMaker & Trust stands out for its user-friendly DIY tools ideal for individuals, while Trust & Will combines customization with attorney support, making it a strong pick for those seeking guidance. Each tool addresses unique needs, ensuring there’s a solution for every planner, from seasoned advisors to first-timers.

WealthCounsel logo
Our Top Pick
WealthCounsel

Don’t wait to protect your legacy—try WealthCounsel today to leverage its superior features and secure your estate with confidence.