Trust & Will vs Gifted Legacies

Trust & Will8.2Visit GLGifted Legacies6.9Visit

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

vs

GL Gifted Legacies #6 in Planned Giving Software 6.9/10 Pricing on request ✓ 1 of 3 features Request a demo

• Trust & Will fits best

  Individuals seeking guided estate planning with attorney

• Gifted Legacies fits best

  Teams managing legacy gifts from inquiry to completion

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Side by side

Feature	Trust & Will 8.2/10 Visit ↗	GLGifted Legacies 6.9/10 Visit ↗
At a glance
Editor score	8.2	6.9
Ranking	#2 in Planned Giving Software	#6 in Planned Giving Software
Best for	Individuals seeking guided estate planning with attorney	Teams managing legacy gifts from inquiry to completion
Pricing model	Free plan + paid	Paid
Starting price	Not published	Not published
Free plan	✓ (best)	Not published
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email, Phone
Built for	Solo, Small business	Small business, Mid-market, Enterprise
Features Trust & Will 0/3 · Gifted Legacies 1/3
Bequest documentation	Not published	✓ (best)
Gift calculators	Not published	—
Gift administration	Not published	Not published
Specs
Gift types supported	Not published	Not published
CRM integrations	Not published	Not published
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	Combines legacy marketing with segmented promotional mailings. Automates communications, notifications, tasks and reminders. Tracks legators, executors, gift values and probate-to-completion administration.
Cons	Trust plans are unavailable in Louisiana Services are limited to U.S. residents Designed for individuals and families, not nonprofit gift management	Pricing requires contacting the vendor for a demo. Runs on the web as a cloud deployment. Gift calculators are not included.
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 →	Gifted Legacies is a cloud-based legacy management system from Westwood Forster for charities and other organisations managing legacy gifts. It brings marketing, communications with pledgers and administration from probate to completion… Read the review →

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

• Gifted Legacies — where it wins

  • Combines legacy marketing with segmented promotional mailings.
  • Automates communications, notifications, tasks and reminders.
  • Tracks legators, executors, gift values and probate-to-completion administration.

  Where it doesn't

  • Pricing requires contacting the vendor for a demo.
  • Runs on the web as a cloud deployment.
  • Gift calculators are not included.

• Trust & Will8.2/10 · Free plan · paid from $199

  Guided, state-specific estate planning with optional attorney support.

  Visit Trust & WillFull verdict →
• GLGifted Legacies6.9/10 · Pricing on request

  A cloud-based system for managing legacy gifts from inquiry through administration.

  Request a demoFull verdict →