Quick Overview
- 1#1: Quicken WillMaker & Trust - Comprehensive downloadable software for creating wills, trusts, powers of attorney, and estate planning documents with state-specific customization.
- 2#2: Trust & Will - Online platform for building customized wills, trusts, and estate plans with attorney support and digital asset management.
- 3#3: LegalZoom - All-in-one legal service offering estate planning tools like wills, living trusts, and probate assistance with attorney consultations.
- 4#4: Rocket Lawyer - On-demand legal document creator for wills, trusts, and estate forms with unlimited revisions and lawyer advice access.
- 5#5: Wealth.com - Modern estate planning platform for dynamic trusts, wills, and asset transfer automation tailored to high-net-worth individuals.
- 6#6: FreeWill - Free online tool for creating basic wills and estate plans with options to support charities and secure digital storage.
- 7#7: Fabric by Gerber Life - Integrated life insurance and estate planning app for wills, guardianships, and legacy organization.
- 8#8: GoodTrust - Digital estate planning service focusing on wills, trusts, and managing online assets like social media and crypto.
- 9#9: Everplans - Secure digital vault for organizing estate documents, wills, and end-of-life plans accessible to loved ones.
- 10#10: EstateExec - Software for executors to manage probate, track assets, expenses, and distributions during estate settlement.
Tools were ranked by a blend of feature depth (including trusts, probate support, and dynamic asset tracking), ease of use (from intuitive interfaces to guided workflows), quality of legal support or security, and value across user profiles—from first-time planners to high-net-worth individuals seeking complex structures.
Comparison Table
Explore the landscape of will and estate planning software with this comparison table, featuring tools like Quicken WillMaker & Trust, Trust & Will, LegalZoom, Rocket Lawyer, Wealth.com, and more. Readers will find key details to identify the software that aligns with their planning needs, budget, and technical proficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Quicken WillMaker & Trust Comprehensive downloadable software for creating wills, trusts, powers of attorney, and estate planning documents with state-specific customization. | specialized | 9.7/10 | 9.8/10 | 9.5/10 | 9.6/10 |
| 2 | Trust & Will Online platform for building customized wills, trusts, and estate plans with attorney support and digital asset management. | specialized | 9.2/10 | 9.0/10 | 9.5/10 | 9.3/10 |
| 3 | LegalZoom All-in-one legal service offering estate planning tools like wills, living trusts, and probate assistance with attorney consultations. | specialized | 8.2/10 | 8.5/10 | 8.0/10 | 7.5/10 |
| 4 | Rocket Lawyer On-demand legal document creator for wills, trusts, and estate forms with unlimited revisions and lawyer advice access. | specialized | 7.8/10 | 7.5/10 | 8.2/10 | 7.6/10 |
| 5 | Wealth.com Modern estate planning platform for dynamic trusts, wills, and asset transfer automation tailored to high-net-worth individuals. | specialized | 8.4/10 | 9.1/10 | 8.0/10 | 7.6/10 |
| 6 | FreeWill Free online tool for creating basic wills and estate plans with options to support charities and secure digital storage. | specialized | 8.1/10 | 7.4/10 | 9.3/10 | 10/10 |
| 7 | Fabric by Gerber Life Integrated life insurance and estate planning app for wills, guardianships, and legacy organization. | specialized | 8.1/10 | 7.8/10 | 9.2/10 | 8.0/10 |
| 8 | GoodTrust Digital estate planning service focusing on wills, trusts, and managing online assets like social media and crypto. | specialized | 8.1/10 | 7.9/10 | 9.2/10 | 8.4/10 |
| 9 | Everplans Secure digital vault for organizing estate documents, wills, and end-of-life plans accessible to loved ones. | specialized | 7.8/10 | 7.5/10 | 8.5/10 | 7.2/10 |
| 10 | EstateExec Software for executors to manage probate, track assets, expenses, and distributions during estate settlement. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
Comprehensive downloadable software for creating wills, trusts, powers of attorney, and estate planning documents with state-specific customization.
Online platform for building customized wills, trusts, and estate plans with attorney support and digital asset management.
All-in-one legal service offering estate planning tools like wills, living trusts, and probate assistance with attorney consultations.
On-demand legal document creator for wills, trusts, and estate forms with unlimited revisions and lawyer advice access.
Modern estate planning platform for dynamic trusts, wills, and asset transfer automation tailored to high-net-worth individuals.
Free online tool for creating basic wills and estate plans with options to support charities and secure digital storage.
Integrated life insurance and estate planning app for wills, guardianships, and legacy organization.
Digital estate planning service focusing on wills, trusts, and managing online assets like social media and crypto.
Secure digital vault for organizing estate documents, wills, and end-of-life plans accessible to loved ones.
Software for executors to manage probate, track assets, expenses, and distributions during estate settlement.
Quicken WillMaker & Trust
specializedComprehensive downloadable software for creating wills, trusts, powers of attorney, and estate planning documents with state-specific customization.
Full revocable living trust creation with detailed property schedules and successor trustee provisions
Quicken WillMaker & Trust is a leading desktop software solution for estate planning, enabling users to create legally valid wills, revocable living trusts, powers of attorney, health care directives, and numerous other documents tailored to their state's laws. It features an intuitive interview-style process that guides users step-by-step, minimizing the need for legal expertise while ensuring comprehensive coverage of estate needs. The software also includes tools for executors, final arrangements, and property transfer tracking, with annual updates to reflect legal changes.
Pros
- Extensive library of over 40 customizable estate planning documents
- State-specific customization and attorney-reviewed forms
- Step-by-step interviews make it accessible for non-lawyers
Cons
- Desktop-only (no cloud or mobile access)
- Annual updates required for ongoing legal compliance (additional cost)
- Less ideal for highly complex international or business estates
Best For
DIY estate planners and families seeking affordable, comprehensive will and trust creation without attorney fees.
Pricing
One-time purchase $119 for the 2024 edition; optional $49.99 annual renewal for updates.
Trust & Will
specializedOnline platform for building customized wills, trusts, and estate plans with attorney support and digital asset management.
All-in-one estate planning bundles that include both wills and fully funded revocable living trusts with asset transfer guidance.
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 a guided, questionnaire-based process. It caters to individuals and couples seeking affordable, state-specific legal documents without needing a traditional attorney. The service includes options for guardianship nominations, pet trusts, and HIPAA authorizations, with digital storage and updates available.
Pros
- Intuitive, step-by-step online interface that takes under an hour for most users
- Affordable pricing with comprehensive bundles including wills, trusts, and supporting documents
- State-specific customization and unlimited updates for the first year
Cons
- Limited suitability for highly complex estates requiring custom legal advice
- Requires self-notarization and printing, no in-person support
- Attorney consultations available only as paid add-ons in select states
Best For
Individuals or couples with straightforward estates who want quick, cost-effective online estate planning without lawyer fees.
Pricing
Individual will starts at $199; trust bundles from $599 (individual) to $699 (couples); couples' will at $299.
LegalZoom
specializedAll-in-one legal service offering estate planning tools like wills, living trusts, and probate assistance with attorney consultations.
Attorney-reviewed, state-specific legal documents with optional direct consultations
LegalZoom is an online legal services platform specializing in estate planning, offering customizable wills, living trusts, powers of attorney, and healthcare directives through a guided questionnaire process. It provides state-specific documents reviewed by independent attorneys, along with optional consultations and full-service attorney-assisted plans. The service combines DIY software tools with professional legal oversight for comprehensive will and estate solutions.
Pros
- Trusted brand with attorney-reviewed documents
- Comprehensive estate planning bundles including trusts and powers of attorney
- Step-by-step online questionnaire for easy customization
Cons
- Higher pricing than pure DIY competitors
- Frequent upsells to premium attorney services
- Mixed customer service experiences
Best For
Busy individuals who want reliable, attorney-backed estate documents without hiring a full-time lawyer.
Pricing
Basic will from $99; estate plans from $279 (DIY) to $899+ (with attorney support).
Rocket Lawyer
specializedOn-demand legal document creator for wills, trusts, and estate forms with unlimited revisions and lawyer advice access.
On-demand attorney consultations and document reviews bundled into the subscription
Rocket Lawyer is an online legal platform that enables users to create customizable estate planning documents such as wills, living trusts, powers of attorney, and healthcare directives through guided interviews. It combines DIY document generation with access to attorney reviews, consultations, and additional legal services like contract review. While versatile for various legal needs, its estate tools emphasize affordability and convenience over highly complex planning.
Pros
- Unlimited document creation with membership
- Included attorney consultations and reviews
- User-friendly step-by-step wizards for quick setup
Cons
- Subscription required for full access and ongoing use
- Less specialized for complex estates compared to dedicated tools
- Some advanced customizations may still require full attorney services
Best For
Budget-conscious individuals or families needing simple wills and basic estate documents with optional attorney support.
Pricing
Rocket Legal+ membership at $39.99/month or $19.99/month billed annually ($239.88/year), includes unlimited documents and 30-minute attorney consults monthly.
Wealth.com
specializedModern estate planning platform for dynamic trusts, wills, and asset transfer automation tailored to high-net-worth individuals.
Family Operating System, a secure digital vault that centralizes family wealth, assets, beneficiaries, and documents for seamless multi-generational access and management
Wealth.com is a comprehensive online estate planning platform that enables users to create customized wills, revocable living trusts, powers of attorney, and healthcare directives with attorney review and guidance. It features a secure Family Operating System (Family OS) for centralizing digital assets, beneficiary information, important documents, and ongoing wealth management. The service supports all 50 states and offers unlimited updates, 24/7 expert access, and tools for multi-generational planning.
Pros
- Attorney-reviewed and state-specific legal documents
- Unlimited revisions and 24/7 access to estate experts
- Family OS for secure, centralized asset and beneficiary management
Cons
- Higher upfront costs compared to basic DIY will makers
- Interface can feel complex for users with very simple needs
- Advanced features may require premium plans for full access
Best For
Families and high-net-worth individuals needing robust, ongoing estate planning with digital asset management.
Pricing
One-time plans from $599 (Essential will package) to $1,199 (Premier trust package), including unlimited updates; optional annual Family OS subscription at $199/year.
FreeWill
specializedFree online tool for creating basic wills and estate plans with options to support charities and secure digital storage.
100% free creation of legally binding wills and trusts, supported by nonprofit partnerships
FreeWill is a free online platform that enables users to create basic wills, revocable living trusts, healthcare directives, and other estate planning documents through a guided, step-by-step process. It generates state-specific, legally valid forms without requiring attorney involvement or fees. Primarily aimed at individuals with straightforward estates, it partners with nonprofits to promote accessible end-of-life planning.
Pros
- Completely free with no hidden fees
- Intuitive step-by-step wizard for quick setup
- State-compliant documents for basic needs
Cons
- Limited support for complex estates or assets
- No built-in attorney review or advice
- Fewer advanced customization options compared to paid tools
Best For
Budget-conscious individuals or families with simple estates seeking a no-cost, hassle-free way to draft basic wills and directives.
Pricing
Entirely free for all users, with optional donations encouraged.
Fabric by Gerber Life
specializedIntegrated life insurance and estate planning app for wills, guardianships, and legacy organization.
Integrated guardian designation with successor backups and optional video messages for children
Fabric by Gerber Life is an online estate planning platform tailored for parents, enabling users to create customizable wills, designate guardians for children, and establish revocable living trusts through a simple questionnaire-based process. It integrates seamlessly with Gerber Life insurance products to offer comprehensive family protection plans. The service emphasizes speed and accessibility, allowing completion in under 10 minutes via mobile app, with attorney-reviewed documents delivered digitally.
Pros
- Extremely user-friendly mobile interface for quick setup
- Affordable one-time fees with free lifetime updates
- Family-focused tools like child guardian designation and successor planning
Cons
- Limited options for complex estates or high-net-worth individuals
- Heavy emphasis on upselling life insurance products
- Basic features may not suffice without attorney customization for all states
Best For
Busy parents seeking a fast, affordable way to handle basic wills, guardianships, and trusts without needing a lawyer.
Pricing
Free basic will for individuals; full estate bundle $99-$299 one-time (singles/couples/families); optional life insurance policies extra.
GoodTrust
specializedDigital estate planning service focusing on wills, trusts, and managing online assets like social media and crypto.
Digital Executor tool for secure post-mortem management of online accounts and assets
GoodTrust is an online estate planning platform that enables users to create digital wills, trusts, powers of attorney, and other legal documents quickly and affordably without requiring a lawyer. It offers tools for asset organization, funeral planning, legacy messaging to loved ones, and management of digital assets like social media accounts. The service provides unlimited updates and optional attorney reviews, focusing on simplicity for straightforward estate needs.
Pros
- Highly intuitive interface for non-experts
- Comprehensive digital legacy tools including asset vaults
- Affordable with unlimited updates on most plans
Cons
- Limited customization for complex estates or high-net-worth individuals
- No live legal consultations included in base plans
- Legal documents may require state-specific notarization
Best For
Tech-savvy individuals or families with straightforward estates seeking quick, affordable online planning.
Pricing
One-time plans from $149 (basic will) to $499 (full estate bundle); optional $15/month subscription for ongoing storage and updates.
Everplans
specializedSecure digital vault for organizing estate documents, wills, and end-of-life plans accessible to loved ones.
The 'Everplan' master document that consolidates all vital personal and estate information into one shareable file.
Everplans is a digital platform designed for end-of-life planning, allowing users to organize, store, and securely share important documents like wills, financial accounts, insurance policies, and medical directives in a centralized 'Everplan' vault. It provides guided checklists, reminders, and tools to help users prepare and designate trusted contacts for access after their passing. While not a legal document creator, it excels in document management and family communication for estate planning.
Pros
- Secure, centralized digital vault for estate documents
- Simple sharing and access controls for trusted family members
- Helpful guides, checklists, and reminders for planning
Cons
- No tools for creating or generating legal wills or trusts
- Full features locked behind paid subscription
- Limited integrations with other estate or financial software
Best For
Individuals and families seeking an easy way to organize and share existing estate documents rather than create new legal ones.
Pricing
Free basic plan for core storage; Premium plan $75/year for unlimited storage, advanced sharing, and guides.
EstateExec
specializedSoftware for executors to manage probate, track assets, expenses, and distributions during estate settlement.
Automated generation of probate-ready inventory and accounting reports that meet court standards in most jurisdictions
EstateExec is a cloud-based platform designed specifically for executors and estate administrators to manage the probate and settlement process after someone's passing. It offers tools for creating detailed asset inventories, tracking expenses and distributions, managing beneficiary communications, and generating court-ready reports. The software streamlines estate administration by automating calculations, ensuring legal compliance, and providing checklists for common tasks like tax filing and asset liquidation.
Pros
- Comprehensive asset tracking and probate report generation
- Strong collaboration tools for beneficiaries and professionals
- Automated checklists and reminders for estate settlement tasks
Cons
- Limited focus on will creation or pre-death planning
- Subscription model can become costly for long settlements
- Initial setup requires some learning for non-tech-savvy users
Best For
Executors or administrators handling moderately complex estates who need robust organization and reporting for probate court.
Pricing
Starts at $19.95/month for basic plans (Solo), $49.95/month for Family/Professional tiers; annual discounts available, with free trial and per-estate options.
Conclusion
The reviewed will and estate software cater to diverse needs, from basic planning to managing complex assets. At the top, Quicken WillMaker & Trust leads with its comprehensive downloadable features, state-specific customization, and coverage of wills, trusts, and powers of attorney. Strong alternatives, Trust & Will and LegalZoom, also stand out—Trust & Will for its online customization and attorney support, and LegalZoom for its all-in-one services and probate assistance. Each tool offers unique value, ensuring there’s a fit for nearly every estate planning goal.
Secure your legacy by starting with Quicken WillMaker & Trust, the top-ranked tool—its robust features and user-friendly design simplify even the most complex estate planning, making it a standout choice for anyone seeking to organize their affairs.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.