The service is aimed at individuals and families, including parents drafting wills, as well as businesses.
Free plan Free trial From $149 a year AndroidiPhone & iPadWebAPI
- Home
- Finance & Accounting
- Estate Planning Software
Best Estate Planning Software 2026
Planning documents, beneficiaries and related decisions can involve different needs from one person or household to another. Compared on attorney review, beneficiary planning, document storage, free plan, paid from, planning scope, power of attorney, state coverage and trust support, these software options provide specific dimensions to examine. Trust & Will, Rocket Lawyer Estate Planning and Wealth.com are among the entries to compare. Consider the scope of planning you have in mind, whether state coverage and trust support fit, and what beneficiary or power-of-attorney features are listed. Document storage and attorney review may also matter to your process; free-plan availability and paid-from pricing offer cost context.
02
Trust & Will
Trust & Will may suit people looking to create or update estate planning documents online, including wills or trusts.
AndroidiPhone & iPadWeb+1 Record5.7 Visit
03
Everplans
Everplans suits individuals and families who want to organize household information and share selected items with trusted people.
iPhone & iPadWebAPI Record5.2 Visit
04
InterActive Legal
It suits estate-planning and elder-law practices seeking document drafting for clients across different wealth levels or with elder-law and special-needs planning needs.
AndroidiPhone & iPadWeb+3 Record5.2 Visit
05
Safewill
Safewill may suit people preparing a Will or Power of Attorney, especially those whose estate planning needs fit its online service.
AndroidiPhone & iPadWeb Record5.2 Visit
6
EncorEstate Plans
Web $100 one-time Record5.1 Visit It is for certified financial advisors with a CRD who want estate-planning tools and access to planner support for clients.
7
Willful
AndroidiPhone & iPadWeb $129 one-time Record5.1 Visit Willful is intended for Canadians with straightforward estate-planning needs who want to create a will online and make later updates.
9
Statular
Web $495 a month Record4.8 Visit It is for licensed US estate-planning attorneys and their authorized legal support staff.
10
FreeWill
Web Free plan Record4.7 Visit FreeWill may suit people who want to prepare estate-planning documents online and make charitable gifts part of their plans.
11
Epilogue Wills
AndroidiPhone & iPadWeb $139 one-time Record4.6 Visit It suits people in the listed Canadian provinces who want an online process for preparing a Will.
12
Farewill
Web £10 a year Record4.6 Visit It suits people seeking guided will writing, probate support, direct cremation arrangements, or help preparing lasting powers of attorney.
13
LegalWills
WebAPI $19.95 one-time Record4.6 Visit It suits people preparing standard estate documents online, including Wills, Powers of Attorney, and Living Wills.
15
Gathered Here
Web Free plan Record4.5 Visit Gathered Here may suit people preparing a will or comparing funeral services and prices.
16
LegalZoom Estate Planning
Web $99 one-time Record4.5 Visit It suits individuals or couples planning for children, assets, healthcare, or financial decisions.
17
WealthCounsel
AndroidiPhone & iPadWeb+2 — Record4.5 Visit WealthCounsel is aimed at estate planning and elder law attorneys and their firms.
18
Willed
Web A$15 a year Record4.5 Visit Willed suits Australian families preparing Wills, Powers of Attorney, probate applications, or funeral arrangements online.
19
Wealth.com
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Wealth.com is intended for financial advisors and institutions, with clients using the service through an advisor or wealth strategist.
More in Finance & Accounting
Personal Finance Software 181Tax Software 149Personal Tax Software 123Tax Compliance Software 105Accounts Payable Software 97Scenario Planning Software 92Financial Planning & Analysis Software 90Invoicing software 84Money Transfer Apps 81Portfolio Management Software 81Bookkeeping Software 75Financial Forecasting Software 74Bank Connectivity Software 71Payment Processing Software 71Fund Accounting Software 70Payment Gateways 66Internal Controls Software 60Lease Accounting Software 55