The Best Estate Planning Software in 2026
We researched estate planning software through official websites, including pricing pages, plan tables, and product documentation. Products are ranked on their core estate-planning job, value for money, and verified features, helping buyers compare tools for wills, trusts, powers of attorney, and beneficiary planning.
Our top picks
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Top ranked
EncorEstate Plans#1 of 249.4/10A full, human-reviewed estate planning workflow for advisors and their clients.
Free plan
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Runner-up
Trust & Will#2 of 249.3/10A broad guided estate-planning service with free access and paid will and trust plans.
Free plan
-
Top-ranked free plan
FreeWill#3 of 249.1/10A broad free estate-planning package for individuals who can finalize documents themselves.
Free plan
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
The full ranking 24 tools, best first
-
Best forFull U.S. plans with human review
A full, human-reviewed estate planning workflow for advisors and their clients.
- Attorney review
- Trust support
- Document storage
9.4/10★★★★★Visit site -
Best forConsumers wanting broad guided planning
A broad guided estate-planning service with free access and paid will and trust plans.
- Attorney review
- Trust support
- Document storage
9.3/10★★★★★Visit Trust & Will -
Best forFree basic estate planning
A broad free estate-planning package for individuals who can finalize documents themselves.
- Trust support
- Beneficiary planning
- Power of attorney
9.1/10★★★★★Visit FreeWill -
Best forEstablished, attorney-supported planning
A broad estate-planning service for people who want documents plus attorney access.
- Attorney review
- Trust support
- Document storage
8.9/10★★★★☆Visit LegalZoom -
Best forBudget-conscious broad document coverage
A broad DIY estate-planning package with strong document coverage and no free plan.
- Trust support
- Document storage
- Beneficiary planning
8.8/10★★★★☆Visit site -
Best forUsers wanting ongoing legal access
A broad estate-planning membership combining documents, storage, AI, and attorney access.
- Attorney review
- Trust support
- Document storage
8.7/10★★★★☆Visit Rocket Lawyer -
Best forAffordable full plans with document storage
A broad, affordable estate plan with document storage, but no attorney review.
- Trust support
- Document storage
- Power of attorney
8.5/10★★★★☆Visit GoodTrust -
Best forAdvisors needing modeling and integrations
A full estate planning workspace with strong modeling, documents, and integrations.
- Attorney review
- Trust support
- Document storage
8.4/10★★★★☆Visit Vanilla -
Best forWealth firms needing connected planning
A full-plan platform for wealth firms that need advisor-led estate workflows.
- Attorney review
- Trust support
- Document storage
8.3/10★★★★☆Visit Wealth.com -
Best forAttorney-led end-to-end estate workflows
A broad estate-planning workspace built around attorney oversight and client tracking.
- Attorney review
- Trust support
- Document storage
8.2/10★★★★☆Visit Estate Guru -
Best forEstate law firms needing drafting depth
A deep estate-law drafting suite with broad practice-support tools and contact-sales pricing.
8.1/10★★★★☆Visit WealthCounsel -
Best forOffline professional document drafting
A feature-rich offline drafting tool for attorneys who need detailed questionnaires and document controls.
8.0/10★★★★☆Visit Lawgic -
Best forFirms needing integrated estate operations
A broad estate-operations suite with a high monthly entry price and limited verified coverage.
- Attorney review
- Trust support
- Document storage
7.9/10★★★★☆Visit Statular -
Best forAdvanced estate strategy modeling
A specialized web platform for modeling estate strategies, taxes, documents, and projections.
- Trust support
7.8/10★★★★☆Visit EstateView -
Best forAdvisors needing visual plan management
A visual estate-planning workspace with broad planning and document workflows.
- Trust support
- Document storage
- Beneficiary planning
7.7/10★★★★☆Visit Yourefolio -
Best forUK users wanting reviewed wills and LPAs
A reviewed will and LPA service for England and Wales, with telephone help for complex wishes.
- Trust support
- Document storage
- Beneficiary planning
7.6/10★★★★☆Visit Farewill -
Best forWill-focused users needing storage
A will-focused web service with storage, updates, access controls, and optional attorney review.
- Attorney review
- Document storage
- Beneficiary planning
7.5/10★★★★☆Visit LegalWills -
Best forAustralian users wanting legal will review
A guided Australian will service with legal review, custom drafting, and document storage.
- Attorney review
- Document storage
- Beneficiary planning
7.4/10★★★★☆Visit Safewill -
Best forCanadian users needing wills and powers
A focused Canadian wills platform with powers of attorney and free updates.
- Beneficiary planning
- Power of attorney
7.3/10★★★★☆Visit Willful -
Best forAustralians needing Wills and POAs
A lawyer-prepared online option for Australian Wills and selected state-specific POAs.
- Attorney review
- Document storage
- Beneficiary planning
7.2/10★★★★☆Visit Willed -
Best forCanadians needing a guided will
A focused online option for Canadians creating a basic will.
- Beneficiary planning
- Power of attorney
7.1/10★★★★☆Visit Epilogue Wills -
Best forFree basic wills and beneficiary planning
A free web-based will service for straightforward beneficiary and guardianship planning.
- Beneficiary planning
7.0/10★★★★☆Visit Gathered Here -
Best forOrganizing existing estate documents
A strong organizer for existing estate records, but not a document-creation service.
- Trust support
- Document storage
- Power of attorney
6.9/10★★★☆☆Visit Everplans -
Best forProfessional automated drafting teams
A focused web platform for automated estate and elder-law document drafting.
6.8/10★★★☆☆Visit site
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Planning scope | Trust support | Power of attorney | Beneficiary planning | Attorney review | State coverage | Score |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EncorEstate Plans | Yes | $100 one-time | Full_estate_plan | Yes | Yes | Yes | 50 states | 9.4 | |
| 2 | Trust & Will | Yes | Full_estate_plan | Yes | Yes | Yes | Yes | 50 states | 9.3 | |
| 3 | FreeWill | Yes | Free | Full_estate_plan | Yes | Yes | Yes | 9.1 | ||
| 4 | LegalZoom Estate Planning | No | $149 one-time | Will_and_poa | Yes | Yes | Yes | Yes | 50 states | 8.9 |
| 5 | Quicken WillMaker & Trust | No | $109/yr | Full_estate_plan | Yes | Yes | Yes | 49 states | 8.8 | |
| 6 | Rocket Lawyer Estate Planning | No | $149/yr | Full_estate_plan | Yes | Yes | Yes | Yes | 8.7 | |
| 7 | GoodTrust | No | $39/yr | Full_estate_plan | Yes | Yes | No | 50 states | 8.5 | |
| 8 | Vanilla | No | Full_estate_plan | Yes | Yes | Yes | Yes | 50 states | 8.4 | |
| 9 | Wealth.com | No | Full_estate_plan | Yes | Yes | Yes | Yes | 50 states | 8.3 | |
| 10 | Estate Guru | No | Full_estate_plan | Yes | Yes | Yes | Yes | 8.2 | ||
| 11 | WealthCounsel | No | 8.1 | |||||||
| 12 | Lawgic | 8.0 | ||||||||
| 13 | Statular | No | $495/mo | Full_estate_plan | Yes | Yes | Yes | Yes | 1 states | 7.9 |
| 14 | EstateView | No | $999.99/user/yr | Full_estate_plan | Yes | 50 states | 7.8 | |||
| 15 | Yourefolio | No | $1,295/user/yr | Full_estate_plan | Yes | Yes | Yes | 7.7 | ||
| 16 | Farewill | £10/yr | Full_estate_plan | Yes | Yes | Yes | No | 7.6 | ||
| 17 | LegalWills | No | Will_only | No | Yes | Yes | Yes | 49 states | 7.5 | |
| 18 | Safewill | No | Will_only | No | Yes | Yes | Yes | 7.4 | ||
| 19 | Willful | No | CA$129 one-time | Will_only | No | Yes | Yes | 10 states | 7.3 | |
| 20 | Willed | No | A$99 one-time | Will_and_poa | No | Yes | Yes | Yes | 2 states | 7.2 |
| 21 | Epilogue Wills | No | CA$139 one-time | Will_only | Yes | Yes | No | 7.1 | ||
| 22 | Gathered Here | Yes | Free | Will_only | Yes | 7.0 | ||||
| 23 | Everplans | Yes | $99.99/yr | Yes | Yes | 6.9 | ||||
| 24 | InterActive Legal | 6.8 |
Head-to-head All 28 comparisons →
- EncorEstate Plans vs Trust & Will
- EncorEstate Plans vs FreeWill
- EncorEstate Plans vs LegalZoom Estate Planning
- EncorEstate Plans vs Quicken WillMaker & Trust
- EncorEstate Plans vs Rocket Lawyer Estate Planning
- EncorEstate Plans vs GoodTrust
- EncorEstate Plans vs Vanilla
- Trust & Will vs FreeWill
- Trust & Will vs LegalZoom Estate Planning
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How we rank estate planning software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update