Quick Overview
- 1#1: WealthCounsel - Advanced document assembly software for attorneys to draft complex wills, trusts, and estate plans efficiently.
- 2#2: Quicken WillMaker & Trust - Desktop software enabling individuals to create customized wills, trusts, powers of attorney, and other estate documents without a lawyer.
- 3#3: Trust & Will - Online platform for generating affordable, state-specific wills, trusts, and estate planning documents with attorney support.
- 4#4: LegalZoom - Comprehensive online service providing estate planning documents like wills and trusts with optional legal review.
- 5#5: Rocket Lawyer - Subscription-based tool for on-demand creation of estate planning forms including wills, living trusts, and healthcare directives.
- 6#6: Fabric - App-based service combining life insurance, online wills, and guardianship planning for families.
- 7#7: FreeWill - Free online will maker that guides users through creating basic estate plans and supports charitable giving.
- 8#8: GoodTrust - Digital estate planning platform focused on managing online accounts, assets, and legacy instructions post-mortem.
- 9#9: Everplans - Secure digital vault for organizing and sharing estate documents, end-of-life plans, and important information.
- 10#10: Clio - Cloud-based legal practice management software with features tailored for estate planning firms to manage clients and documents.
Selected and ranked by evaluating key factors: robust feature sets (including document types, legal support, and post-plan management), consistent quality (accuracy, security), intuitive user experience, and overall value, ensuring the tools represent the pinnacle of estate planning assistance.
Comparison Table
Estate planning software provides accessible, user-friendly tools to draft wills, trusts, and manage assets, with options including WealthCounsel, Quicken WillMaker & Trust, Trust & Will, LegalZoom, Rocket Lawyer, and more. This comparison table outlines key features—such as cost, customization, and supported legal documents—to help readers identify the tool that aligns best with their needs and budget. By evaluating these elements, users can make informed decisions to secure their estate without unnecessary complexity.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | WealthCounsel Advanced document assembly software for attorneys to draft complex wills, trusts, and estate plans efficiently. | enterprise | 9.5/10 | 9.8/10 | 8.7/10 | 9.2/10 |
| 2 | Quicken WillMaker & Trust Desktop software enabling individuals to create customized wills, trusts, powers of attorney, and other estate documents without a lawyer. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 9.4/10 |
| 3 | Trust & Will Online platform for generating affordable, state-specific wills, trusts, and estate planning documents with attorney support. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.8/10 |
| 4 | LegalZoom Comprehensive online service providing estate planning documents like wills and trusts with optional legal review. | other | 8.1/10 | 8.4/10 | 8.7/10 | 7.5/10 |
| 5 | Rocket Lawyer Subscription-based tool for on-demand creation of estate planning forms including wills, living trusts, and healthcare directives. | specialized | 7.6/10 | 7.4/10 | 8.2/10 | 7.8/10 |
| 6 | Fabric App-based service combining life insurance, online wills, and guardianship planning for families. | specialized | 7.8/10 | 7.4/10 | 9.2/10 | 8.5/10 |
| 7 | FreeWill Free online will maker that guides users through creating basic estate plans and supports charitable giving. | specialized | 7.8/10 | 7.2/10 | 9.1/10 | 9.5/10 |
| 8 | GoodTrust Digital estate planning platform focused on managing online accounts, assets, and legacy instructions post-mortem. | specialized | 7.8/10 | 8.2/10 | 8.5/10 | 7.5/10 |
| 9 | Everplans Secure digital vault for organizing and sharing estate documents, end-of-life plans, and important information. | specialized | 7.6/10 | 7.2/10 | 8.7/10 | 7.9/10 |
| 10 | Clio Cloud-based legal practice management software with features tailored for estate planning firms to manage clients and documents. | enterprise | 7.2/10 | 6.5/10 | 8.8/10 | 7.4/10 |
Advanced document assembly software for attorneys to draft complex wills, trusts, and estate plans efficiently.
Desktop software enabling individuals to create customized wills, trusts, powers of attorney, and other estate documents without a lawyer.
Online platform for generating affordable, state-specific wills, trusts, and estate planning documents with attorney support.
Comprehensive online service providing estate planning documents like wills and trusts with optional legal review.
Subscription-based tool for on-demand creation of estate planning forms including wills, living trusts, and healthcare directives.
App-based service combining life insurance, online wills, and guardianship planning for families.
Free online will maker that guides users through creating basic estate plans and supports charitable giving.
Digital estate planning platform focused on managing online accounts, assets, and legacy instructions post-mortem.
Secure digital vault for organizing and sharing estate documents, end-of-life plans, and important information.
Cloud-based legal practice management software with features tailored for estate planning firms to manage clients and documents.
WealthCounsel
enterpriseAdvanced document assembly software for attorneys to draft complex wills, trusts, and estate plans efficiently.
WealthDocx document assembly engine, which automates complex, variable-driven estate planning documents with built-in state-specific compliance and unlimited customization.
WealthCounsel is a comprehensive estate planning software platform tailored for attorneys, offering advanced document automation through WealthDocx, which generates state-specific wills, trusts, powers of attorney, and other estate planning documents. It integrates practice management tools like CRM, billing, calendaring, and a client portal via Atlas, enabling efficient firm operations and client communication. The platform emphasizes compliance, customization, and scalability, making it a go-to solution for specialized estate planning practices.
Pros
- Vast library of over 10,000 customizable, state-compliant estate planning documents
- Powerful automation and assembly engine that reduces drafting time significantly
- Robust integrations with practice management, CRM, and client portals for end-to-end workflows
Cons
- Steep learning curve for new users due to extensive customization options
- Premium pricing may be prohibitive for solo practitioners or small firms
- Primarily focused on estate planning, limiting versatility for general practice attorneys
Best For
Mid-sized to large estate planning law firms needing an all-in-one, highly specialized platform for document automation and practice management.
Pricing
Subscription-based with tiers starting at around $125/user/month for basic access, scaling to $200+/user/month for premium features; custom enterprise quotes available.
Quicken WillMaker & Trust
specializedDesktop software enabling individuals to create customized wills, trusts, powers of attorney, and other estate documents without a lawyer.
Comprehensive revocable living trust creation that helps users avoid probate entirely
Quicken WillMaker & Trust is a leading DIY estate planning software from Nolo that enables users to create customized wills, revocable living trusts, powers of attorney, health care directives, and other essential documents tailored to their state's laws. It uses an intuitive step-by-step interview process to generate legally binding forms without requiring an attorney. The software also includes tools for final arrangements, executor instructions, and property inventories, providing a complete estate planning toolkit updated annually for legal compliance.
Pros
- Extensive library of state-specific documents including wills and living trusts
- Step-by-step interview guidance simplifies complex legal processes
- One-time purchase with high value for multiple users in a household
Cons
- Not ideal for highly complex estates requiring professional legal advice
- Annual updates required for latest laws (additional cost)
- Limited customer support beyond basic email help
Best For
Individuals and families with straightforward to moderately complex estates seeking affordable, attorney-free document creation.
Pricing
One-time purchase at $99-$149 depending on edition; optional annual updates ~$50.
Trust & Will
specializedOnline platform for generating affordable, state-specific wills, trusts, and estate planning documents with attorney support.
Revocable living trust bundle with integrated pour-over will and digital vault for managing online assets
Trust & Will is an online estate planning platform that enables users to create customized wills, revocable living trusts, powers of attorney, and healthcare directives through an interactive, questionnaire-driven process. It simplifies estate planning for individuals and families by generating state-specific legal documents without the need for an attorney visit. Additional features include guardianship planning for minors, digital asset management, and optional attorney support for reviews.
Pros
- Affordable pricing compared to traditional attorneys
- Intuitive step-by-step guidance suitable for non-experts
- Comprehensive bundles including trusts and digital asset tools
Cons
- Limited customization for highly complex estates
- No in-person consultations or full legal representation
- Annual update fees after initial period
Best For
Ideal for tech-savvy individuals and families with straightforward estates seeking quick, cost-effective document creation.
Pricing
Single documents from $199 (will) to $599 (trust bundle); includes 30 days of free revisions and one year of updates.
LegalZoom
otherComprehensive online service providing estate planning documents like wills and trusts with optional legal review.
Seamless access to a network of attorneys for document reviews and consultations directly through the platform
LegalZoom is an online legal services platform that provides estate planning tools through guided, step-by-step wizards for creating wills, revocable living trusts, powers of attorney, and living wills. It combines DIY document creation with optional attorney reviews and consultations for added peace of mind. Users can access state-specific forms and make updates as life circumstances change.
Pros
- Comprehensive library of state-specific estate planning documents
- Option for attorney review and consultations
- User-friendly interface with progress tracking
Cons
- Higher pricing compared to pure DIY software alternatives
- Frequent upsells during the process
- Limited advanced customization for complex estates
Best For
Individuals seeking straightforward estate planning documents with optional professional attorney support without full legal representation.
Pricing
Basic estate planning bundle (will + powers of attorney) starts at $149; trust packages from $279; attorney calls extra at $31.25 for 30 minutes.
Rocket Lawyer
specializedSubscription-based tool for on-demand creation of estate planning forms including wills, living trusts, and healthcare directives.
On-demand attorney network for document reviews and advice integrated directly into the DIY platform
Rocket Lawyer is an online legal platform that enables users to create customizable estate planning documents like wills, living trusts, powers of attorney, and healthcare directives through intuitive step-by-step interviews. It combines DIY tools with access to on-demand attorney advice and reviews for more complex needs. Ideal for straightforward estate planning, it emphasizes affordability and speed over highly specialized trust administration.
Pros
- User-friendly guided document creation process
- Unlimited document access via subscription
- Integrated attorney consultations for reviews
Cons
- Subscription required for full features and ongoing access
- Less robust for complex estates requiring advanced trusts
- One-time documents incur separate fees without membership
Best For
Individuals or families with simple estates seeking affordable DIY documents with optional attorney support.
Pricing
Free basic access with watermarks; Rocket Legal+ subscription $39.99/month or $239.88/year for unlimited documents and 40-minute monthly attorney consult.
Fabric
specializedApp-based service combining life insurance, online wills, and guardianship planning for families.
Integrated life insurance marketplace and policy management alongside will creation for holistic family protection.
Fabric (meetfabric.com) is an online platform designed to simplify estate planning for families, offering tools to create customizable wills, nominate guardians, and establish basic trusts digitally. It stands out by integrating life insurance needs assessment and policy management directly into the estate planning process, making it easier to protect loved ones financially. The service emphasizes speed and accessibility, allowing users to complete plans in under 20 minutes without an attorney.
Pros
- Intuitive, mobile-friendly interface for quick setup
- Seamless bundling of wills with life insurance tools
- Affordable entry point with free basic will options
Cons
- Limited support for highly complex estates or advanced trusts
- Lacks in-depth legal review or attorney consultations
- Primarily US-focused with fewer international options
Best For
Young families and parents seeking simple, affordable digital wills integrated with life insurance planning.
Pricing
Free basic will; premium will with updates and extras at $99 one-time; bundles with insurance policies vary by provider.
FreeWill
specializedFree online will maker that guides users through creating basic estate plans and supports charitable giving.
100% free creation of legally binding wills with no hidden fees or subscriptions
FreeWill is a free online estate planning platform that enables users to create basic wills, powers of attorney, and beneficiary designation forms through an intuitive questionnaire-based process. It focuses on accessibility, allowing anyone to generate legally valid documents in minutes without cost. The service also integrates options for charitable bequests, supporting nonprofits.
Pros
- Completely free for core documents like wills and POAs
- Extremely simple and guided user interface
- Fast document generation with charitable giving options
Cons
- Limited support for complex estates or advanced trusts
- No access to attorney review or customization
- Basic features compared to full-service paid platforms
Best For
Ideal for individuals or couples with straightforward assets seeking a quick, no-cost basic will.
Pricing
Free for all core estate planning documents; optional paid upgrades via partners for advanced needs.
GoodTrust
specializedDigital estate planning platform focused on managing online accounts, assets, and legacy instructions post-mortem.
Digital Vault for secure, automated transfer of digital assets and credentials to beneficiaries upon death
GoodTrust is an online estate planning platform focused on simplifying wills, trusts, and digital legacy management. It provides customizable legal documents like wills, powers of attorney, and healthcare directives, all generated through an intuitive questionnaire-based interface. The platform's standout Digital Vault securely stores digital assets such as passwords, crypto wallets, and online accounts for posthumous access by designated beneficiaries.
Pros
- User-friendly interface for quick document creation
- Secure Digital Vault for managing digital assets
- Affordable subscription model with unlimited updates
Cons
- Limited attorney review in basic plans
- Less comprehensive for complex estates compared to full-service platforms
- State-specific document variations may require upgrades
Best For
Tech-savvy individuals or families seeking simple, affordable digital-focused estate planning without needing extensive legal consultation.
Pricing
Starts at $15/month or $149/year for unlimited documents and Digital Vault access; one-time will options from $149.
Everplans
specializedSecure digital vault for organizing and sharing estate documents, end-of-life plans, and important information.
Trusted Contact feature allowing seamless, controlled access to documents for a designated person during emergencies
Everplans is an online platform that helps users organize and centralize their end-of-life and estate planning documents, such as wills, healthcare directives, financial accounts, and insurance policies. It provides guided checklists, secure digital storage, and the ability to designate a trusted contact for easy access in emergencies. While it excels at document management and sharing, it does not create or generate legal documents itself.
Pros
- Intuitive interface with step-by-step checklists for organization
- Secure document vault with trusted contact access for emergencies
- Affordable pricing with a functional free tier
Cons
- No tools for creating or generating legal estate documents
- Limited integrations with other financial or legal services
- Relies heavily on manual uploads and user input
Best For
Individuals or families seeking a simple, secure way to store and share pre-existing estate planning documents without needing advanced legal automation.
Pricing
Free basic plan; Premium plan at $75/year for unlimited storage and advanced features.
Clio
enterpriseCloud-based legal practice management software with features tailored for estate planning firms to manage clients and documents.
Clio Draft's AI-powered document automation for customizable estate planning forms
Clio is a comprehensive cloud-based legal practice management platform designed primarily for general law firms, offering case management, billing, time tracking, client intake, and document automation tools. While adaptable for estate planning through customizable templates for wills, trusts, and probate documents, it lacks specialized features like automated asset calculators or inheritance simulations found in dedicated estate software. It excels in streamlining workflows for attorneys handling mixed caseloads that include estate planning matters.
Pros
- Intuitive interface with mobile app for on-the-go access
- Strong integrations with tools like QuickBooks and Google Workspace
- Robust client portal for secure document sharing in estate matters
Cons
- Limited specialized estate planning tools like trust simulators or tax estimators
- Pricing scales up quickly for firms with multiple users
- Document automation requires custom setup rather than pre-built estate templates
Best For
Small to mid-sized general practice law firms that handle estate planning alongside other legal services and need an all-in-one management solution.
Pricing
Starts at $39/user/month (Combine plan) up to $129/user/month (Complete plan); Clio Grow for intake is $49/user/month extra, with add-ons for payments.
Conclusion
The reviewed estate planning tools offer diverse solutions, from advanced legal drafting for professionals to accessible self-planning for individuals. At the top, WealthCounsel stands out for its ability to efficiently craft complex wills and trusts, while Quicken WillMaker & Trust excels as a user-friendly option for those avoiding lawyers, and Trust & Will provides affordable, state-specific documents with supportive guidance.
Take the first step in securing your legacy—try WealthCounsel to experience streamlined, professional estate planning tailored to your needs.
Tools Reviewed
All tools were independently evaluated for this comparison