Trust & Will vs Vanilla

Trust & Will9.0Visit Vanilla7.0Visit

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

vs

Vanilla #8 in Estate Planning Software 7.0/10 Pricing on request ✓ 5 of 5 features Visit Vanilla

• Trust & Will fits best

  Consumers wanting broad guided planning

• Vanilla fits best

  Advisors needing modeling and integrations

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Side by side

Feature	Trust & Will 9.0/10 Visit ↗	Vanilla 7.0/10 Visit ↗
At a glance
Editor score	9.0	7.0
Ranking	#2 in Estate Planning Software	#8 in Estate Planning Software
Best for	Consumers wanting broad guided planning	Advisors needing modeling and integrations
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, Docs
Compliance	SOC 2, HIPAA	SOC 2, SSO/SAML, 2FA
Built for	Solo, Small business	Small business, Mid-market, Enterprise
Features Trust & Will 5/5 · Vanilla 5/5
Trust support	✓	✓
Power of attorney	✓	✓
Beneficiary planning	✓	✓
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, trusts, healthcare directives, and POA documents Free access plus one-time will and trust plans Optional attorney support, AI assistance, and digital document storage	Creates wills, trusts, powers of attorney, and healthcare directives Models GRAT, SLAT, and IDGT strategies with estate projections Connects with eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce
Cons	Trust documents are not available in Louisiana Services are limited to U.S. residents Ongoing updates and storage require the annual membership	Pricing requires contacting sales Web-only platform Advanced planning features are concentrated in higher tiers
Our verdict	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 →	Vanilla is an estate planning platform for financial advisors, RIAs, wealth management firms, family offices, and trust companies. It brings document creation, visual estate diagrams, client-ready reports, scenario modeling, tax… Read the review →

Strengths and trade-offs

• 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

• Vanilla — where it wins

  • Creates wills, trusts, powers of attorney, and healthcare directives
  • Models GRAT, SLAT, and IDGT strategies with estate projections
  • Connects with eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce

  Where it doesn't

  • Pricing requires contacting sales
  • Web-only platform
  • Advanced planning features are concentrated in higher tiers

• 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 →
• Vanilla7.0/10 · Pricing on request

  A full estate planning workspace with strong modeling, documents, and integrations.

  Visit VanillaFull verdict →