Trust & Will vs PG Calc Bequest Manager

Trust & Will8.2Visit PCPG Calc Bequest Manager7.4Visit

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

PC PG Calc Bequest Manager #4 in Planned Giving Software 7.4/10 Pricing on request · 90-day trial ✓ 1 of 3 features Visit PG Calc

• Trust & Will fits best

  Individuals seeking guided estate planning with attorney

• PG Calc Bequest Manager fits best

  Teams managing bequests through probate

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Side by side

Feature	Trust & Will 8.2/10 Visit ↗	PCPG Calc Bequest Manager 7.4/10 Visit ↗
At a glance
Editor score	8.2	7.4
Ranking	#2 in Planned Giving Software	#4 in Planned Giving Software
Best for	Individuals seeking guided estate planning with attorney	Teams managing bequests through probate
Pricing model	Free plan + paid	Paid
Starting price	Not published	Not published
Free plan	✓ (best)	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email, Phone, Docs
Compliance	SOC 2, HIPAA	SOC 2
Built for	Solo, Small business	Small business, Mid-market, Enterprise
Features Trust & Will 0/3 · PG Calc Bequest Manager 1/3
Bequest documentation	Not published	✓ (best)
Gift calculators	Not published	—
Gift administration	Not published	Not published
Specs
Gift types supported	Not published	will, revocable living trust, beneficiary designation
CRM integrations	Not published	PG Calc Planned Giving Manager; PG Calc Mini Manager; PG Calc Gift Annuity Manager; Blackbaud eCRM; Blackbaud Raiser's Edge 7
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	Tracks wills, trusts and beneficiary-designation gifts through distribution Combines estate documents, probate tasks and notifications in one workflow Reports on bequest values, cash flow and pipeline
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 sales No gift calculators The free evaluation account is limited to 90 days
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 →	PG Calc Bequest Manager is web-based software for nonprofit planned-giving programs that need to manage charitable bequests from initial intention through probate and distribution. It records wills, revocable living trusts and beneficiary… 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

• PG Calc Bequest Manager — where it wins

  • Tracks wills, trusts and beneficiary-designation gifts through distribution
  • Combines estate documents, probate tasks and notifications in one workflow
  • Reports on bequest values, cash flow and pipeline

  Where it doesn't

  • Pricing requires contacting sales
  • No gift calculators
  • The free evaluation account is limited to 90 days

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

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

  Visit Trust & WillFull verdict →
• PCPG Calc Bequest Manager7.4/10 · Pricing on request · 90-day trial

  Tracks charitable bequests from intention through probate, distribution and stewardship.

  Visit PG CalcFull verdict →