Head-to-head · Estate Planning Software
EncorEstate Plans vs Quicken WillMaker & Trust
EncorEstate Plans leads on 3 checks, Quicken WillMaker & Trust on 1, and 3 are even. Who comes out ahead on the 7 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 planonly EncorEstate Plans
EncorEstate Plans scores higher on our rubric for estate planning software: 9.6 against 7.5 out of 10; our editors rank them #1 and #6.
EncorEstate Plans offers free plan; Quicken WillMaker & Trust doesn't. Quicken WillMaker & Trust offers beneficiary planning; EncorEstate Plans doesn't publish it. EncorEstate Plans offers attorney review; Quicken WillMaker & Trust doesn't publish it. EncorEstate Plans leads on state coverage: 50 states versus 49 states.
EncorEstate Plans is the better fit for full U.S. plans with human review. Quicken WillMaker & Trust is the better fit for budget-conscious broad document coverage.
- EncorEstate Plans fits best
Full U.S. plans with human review
- Quicken WillMaker & Trust fits best
Budget-conscious broad document coverage
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Side by side
| Feature | EncorEstate Plans 9.6/10 Visit ↗ | Quicken WillMaker & Trust 7.5/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 9.6 | 7.5 |
| Ranking | #1 in Estate Planning Software | #6 in Estate Planning Software |
| Best for | Full U.S. plans with human review | Budget-conscious broad document coverage |
| Pricing model | Free plan + paid | Paid |
| Starting price | Not published | $109/yr |
| Free plan | ✓ (best) | — |
| Free trial | — | — |
| Deployment | Cloud | Cloud, Desktop |
| Platforms | Web | Web, Windows, macOS |
| Support | Email, Live chat, Phone | Email, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise | Solo, Small business |
| Features EncorEstate Plans 4/5 · Quicken WillMaker & Trust 4/5 | ||
| Trust support | ✓ | ✓ |
| Power of attorney | ✓ | ✓ |
| Beneficiary planning | Not published | ✓ (best) |
| Attorney review | ✓ (best) | Not published |
| Document storage | ✓ | ✓ |
| Specs | ||
| Planning scope | Full_estate_plan | Full_estate_plan |
| State coverage | 50 states (best) | 49 states |
| Our review | ||
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| 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 → |
Quicken WillMaker & Trust is DIY estate-planning software from Nolo for individuals and families preparing their own legal documents. Guided interviews cover wills, living trusts, health care directives, living wills, financial and limited… Read the review → |
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
Quicken WillMaker & Trust — where it wins
- Covers wills, trusts, directives, powers of attorney, and deeds
- Guided interviews produce PDFs with state-specific signing instructions
- Available online and as downloadable Windows and macOS software
Where it doesn't
- No free plan is available
- Does not address Louisiana law
- Online and downloadable versions do not share data
- EncorEstate Plans9.6/10 · Free plan · paid from $100
A full, human-reviewed estate planning workflow for advisors and their clients.
Visit siteFull verdict → - Quicken WillMaker & Trust7.5/10 · From $109/yr
A broad DIY estate-planning package with strong document coverage and no free plan.
Visit siteFull verdict →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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