EncorEstate Plans vs Trust & Will

EncorEstate Plans9.6Visit Trust & Will9.0Visit

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

vs

Trust & Will #2 in Estate Planning Software 9.0/10 Free plan · paid from $199 Free plan✓ 5 of 5 features Visit Trust & Will

• EncorEstate Plans fits best

  Full U.S. plans with human review

• Trust & Will fits best

  Consumers wanting broad guided planning

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Side by side

Feature	EncorEstate Plans 9.6/10 Visit ↗	Trust & Will 9.0/10 Visit ↗
At a glance
Editor score	9.6	9.0
Ranking	#1 in Estate Planning Software	#2 in Estate Planning Software
Best for	Full U.S. plans with human review	Consumers wanting broad guided planning
Pricing model	Free plan + paid	Free plan + paid
Starting price	Not published	Not published
Free plan	✓	✓
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone	Email, Live chat, Phone, Tickets, Community, Docs
Compliance	SOC 2	SOC 2, HIPAA
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business
Features EncorEstate Plans 4/5 · Trust & Will 5/5
Trust support	✓	✓
Power of attorney	✓	✓
Beneficiary planning	Not published	✓ (best)
Attorney review	✓	✓
Document storage	✓	✓
Specs
Planning scope	Full_estate_plan	Full_estate_plan
State coverage	50 states	50 states
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	State-specific wills, trusts, healthcare directives, and POA documents Free access plus one-time will and trust plans Optional attorney support, AI assistance, and digital document storage
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	Trust documents are not available in Louisiana Services are limited to U.S. residents Ongoing updates and storage require the annual membership
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 →	Trust & Will is an online estate-planning service for U.S. individuals and families. Its guided workflows cover wills, revocable living trusts, powers of attorney, HIPAA authorizations, healthcare directives, beneficiary planning, and… 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

• Trust & Will — where it wins

  • State-specific wills, trusts, healthcare directives, and POA documents
  • Free access plus one-time will and trust plans
  • Optional attorney support, AI assistance, and digital document storage

  Where it doesn't

  • Trust documents are not available in Louisiana
  • Services are limited to U.S. residents
  • Ongoing updates and storage require the annual membership

• EncorEstate Plans9.6/10 · Free plan · paid from $100

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

  Visit siteFull verdict →
• Trust & Will9.0/10 · Free plan · paid from $199

  A broad guided estate-planning service with free access and paid will and trust plans.

  Visit Trust & WillFull verdict →