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Head-to-head · Planned Giving Software

Trust & Will vs FirstClass

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Trust & Will #2 in Planned Giving Software 8.2/10 Free plan · paid from $199 Free plan✓ 0 of 3 features Visit Trust & Will
FirstClass #7 in Planned Giving Software 6.8/10 Pricing on request ✓ 1 of 3 features Contact FirstClass

Trust & Will leads on 1 check, FirstClass on 1, and 0 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTrust & Will · 8.2/10
  • Free planonly Trust & Will
  • Most featuresFirstClass · 1 of 3

Trust & Will scores higher on our rubric for planned giving software: 8.2 against 6.8 out of 10; our editors rank them #2 and #7.

Trust & Will offers free plan; FirstClass doesn't publish it. FirstClass offers bequest documentation; Trust & Will doesn't publish it.

Trust & Will is the better fit for individuals seeking guided estate planning with attorney. FirstClass is the better fit for organizations focused on bequest tracking and stewardship.

  • Trust & Will fits best

    Individuals seeking guided estate planning with attorney

  • FirstClass fits best

    Organizations focused on bequest tracking and stewardship

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

Side by side

Feature Trust & Will 8.2/10 Visit ↗ FirstClass 6.8/10 Visit ↗
At a glance
Editor score 8.2 6.8
Ranking #2 in Planned Giving Software #7 in Planned Giving Software
Best for Individuals seeking guided estate planning with attorney Organizations focused on bequest tracking and stewardship
Pricing model Free plan + paid Paid
Starting price Not published Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web
Support Email, Live chat, Phone, Tickets, Community, Docs Phone · 24/7
Built for Solo, Small business Small business, Mid-market, Enterprise
Features Trust & Will 0/3 · FirstClass 1/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published Not published
Gift administration Not published Not published
Specs
Gift types supported Not published Bequests (Gifts in Wills); cash, property, investments
CRM integrations Not published Raiser's Edge NXT; Salesforce; Advanced Care NG; Microsoft Dynamics
Our review
Pros
  • State-specific wills and trusts with healthcare documents included
  • One-time plans cover wills, trusts, powers of attorney, and directives
  • Optional attorney access, Digital Safe storage, and document shipping
  • Links bequest cases with contacts, estate details, and communication history
  • Income dashboards track targets and bequests due and received
  • Integrates with Raiser's Edge NXT, Salesforce, Advanced Care NG, and Dynamics
Cons
  • Trust plans are unavailable in Louisiana
  • Services are limited to U.S. residents
  • Designed for individuals and families, not nonprofit gift management
  • Focuses on bequest management rather than broader gift administration
  • Feature availability varies by version
  • Pricing requires contacting sales
Our verdict

Trust & Will is a web-based estate-planning service for U.S. individuals and families. It guides users through state-specific wills and revocable living trusts, with related healthcare and power-of-attorney documents in its core plans.…

Read the review →

FirstClass is bequest and legacy management software for charities, hospices, and other nonprofit organisations. It brings case and contact records together with asset, liability, and estate-account details, while dashboards show targets…

Read the review →
  1. Trust & WillPlanned Giving Software 8.2Free plan · paid from $199
  2. FirstClassPlanned Giving Software 6.8Pricing on request

Strengths and trade-offs

  • Trust & Will — where it wins

    • State-specific wills and trusts with healthcare documents included
    • One-time plans cover wills, trusts, powers of attorney, and directives
    • Optional attorney access, Digital Safe storage, and document shipping

    Where it doesn't

    • Trust plans are unavailable in Louisiana
    • Services are limited to U.S. residents
    • Designed for individuals and families, not nonprofit gift management

  • FirstClass — where it wins

    • Links bequest cases with contacts, estate details, and communication history
    • Income dashboards track targets and bequests due and received
    • Integrates with Raiser's Edge NXT, Salesforce, Advanced Care NG, and Dynamics

    Where it doesn't

    • Focuses on bequest management rather than broader gift administration
    • Feature availability varies by version
    • Pricing requires contacting sales

More comparisons

All planned giving software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update