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Head-to-head · Estate Planning Software

EncorEstate Plans vs FreeWill

  • Updated Sep 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score EncorEstate Plans #1 in Estate Planning Software 9.6/10 Free plan · paid from $100 Free plan✓ 4 of 5 features Visit site
FreeWill #4 in Estate Planning Software 7.7/10 Free plan Free plan✓ 3 of 5 features Visit FreeWill

EncorEstate Plans leads on 2 checks, FreeWill on 1, and 3 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreEncorEstate Plans · 9.6/10
  • Free planboth
  • Most featuresEncorEstate Plans · 4 of 5

EncorEstate Plans scores higher on our rubric for estate planning software: 9.6 against 7.7 out of 10; our editors rank them #1 and #4.

FreeWill offers beneficiary planning; EncorEstate Plans doesn't publish it. EncorEstate Plans offers attorney review; FreeWill doesn't publish it. EncorEstate Plans offers document storage; FreeWill doesn't.

EncorEstate Plans is the better fit for full U.S. plans with human review. FreeWill is the better fit for free basic estate planning.

  • EncorEstate Plans fits best

    Full U.S. plans with human review

  • FreeWill fits best

    Free basic estate planning

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature EncorEstate Plans 9.6/10 Visit ↗ FreeWill 7.7/10 Visit ↗
At a glance
Editor score 9.6 7.7
Ranking #1 in Estate Planning Software #4 in Estate Planning Software
Best for Full U.S. plans with human review Free basic estate planning
Pricing model Free plan + paid Free
Starting price Not published Not published
Free plan ✓ ✓
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Live chat, Phone Email, Docs
Compliance SOC 2 SOC 2
Built for Solo, Small business, Mid-market, Enterprise Solo
Features EncorEstate Plans 4/5 · FreeWill 3/5
Trust support ✓ ✓
Power of attorney ✓ ✓
Beneficiary planning Not published ✓ (best)
Attorney review ✓ (best) Not published
Document storage ✓ (best) —
Specs
Planning scope Full_estate_plan Full_estate_plan
State coverage 50 states Not published
Our review
Pros
  • State-specific wills and revocable living trusts across 50 states
  • Human document review, quality control, and optional attorney review
  • Trust funding, deed filing, and advisor-branded client workflows
  • Covers wills, healthcare directives, powers of attorney, and beneficiaries
  • Unlimited free edits with download, print, and email options
  • Includes state-specific signing and witnessing instructions
Cons
  • Web-only access limits platform choice
  • Pay-as-you-go pricing can be harder to budget at scale
  • Attorney review is optional rather than included in every plan
  • Revocable living trusts are limited to California residents
  • Documents are not maintained as stored copies by FreeWill
  • No attorney review is included
Our verdict

EncorEstate Plans is estate-planning software for financial advisors and their clients. It supports state-specific will-based and trust-based plans across 50 states, along with financial and health-care powers of attorney, advance…

Read the review →

FreeWill is a web-based, self-help estate-planning service for individuals who want to prepare core documents online without a paid plan. Its workflow covers an online last will and testament, advance healthcare directive, durable…

Read the review →
  1. EncorEstate PlansEstate Planning Software 9.6Free plan · paid from $100
  2. FreeWillEstate Planning Software 7.7Free plan

Strengths and trade-offs

  • EncorEstate Plans — where it wins

    • State-specific wills and revocable living trusts across 50 states
    • Human document review, quality control, and optional attorney review
    • Trust funding, deed filing, and advisor-branded client workflows

    Where it doesn't

    • Web-only access limits platform choice
    • Pay-as-you-go pricing can be harder to budget at scale
    • Attorney review is optional rather than included in every plan
  • FreeWill — where it wins

    • Covers wills, healthcare directives, powers of attorney, and beneficiaries
    • Unlimited free edits with download, print, and email options
    • Includes state-specific signing and witnessing instructions

    Where it doesn't

    • Revocable living trusts are limited to California residents
    • Documents are not maintained as stored copies by FreeWill
    • No attorney review is included
  • EncorEstate Plans9.6/10 · Free plan · paid from $100

    A full, human-reviewed estate planning workflow for advisors and their clients.

    Visit siteFull verdict →
  • FreeWill7.7/10 · Free plan

    A broad free estate-planning package for individuals who can finalize documents themselves.

    Visit FreeWillFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update