Instead of Trust & Will
Trust & Will alternatives
Trust & Will brings online creation and updating of wills, trusts, and related estate documents together. Its Will Plan covers a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney; the Trust Plan adds a revocable living trust and supporting documents. A free option covers estate-plan creation without ongoing membership, and paid plans begin at $49 per year for membership or $199 for a Will Plan. Members can review documents and track assets in Android and iOS apps, while editing and plan updates happen on the website. Optional attorney support provides one-on-one access to a licensed estate planning attorney for a year, with availability exclusions in some states.
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Docassemble
Free plan Open source APILinuxMac+3Organizations building custom document interviews — Docassemble is a free, extensible document-assembly system for custom interviews, rather than a ready-made estate-planning service.
Free plan Visit site - 2
Dokuily
Free plan WebPeople managing varied legal and business documents — Dokuily handles legal and business documents from prompts, official forms, or uploads, with saved details, signatures, and follow-ups.
Free plan · paid from $7.99 Visit site - 3
A2J Author
Free plan Self-hostedWebLegal teams building guided court-document interviews — A2J Author lets organizations build guided interviews for self-represented litigants, rather than providing personal estate-plan creation.
Free plan Visit site - 4
eForms
Free plan WebPeople seeking printable forms across legal topics — eForms offers customizable legal forms across topics including leases, deeds, wills, and living trusts, with multiple download formats.
7-day trial Visit site - 5
FreeWill
Free plan WebPeople seeking free estate-planning documents — FreeWill offers free wills and other estate-planning documents, including beneficiary designations and supplemental needs trusts.
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LawHelp Interactive
Free plan WebLow-income people and legal-aid professionals — LawHelp Interactive prepares legal forms across self-help and legal-aid matters, including simple wills, custody, and eviction.
Free plan Visit site - 7
Will.com
Free plan WebPeople seeking low-cost, state-tailored estate documents — Will.com generates state-tailored estate documents from a questionnaire, with free-tier answers and documents kept on the user's device.
Free plan · paid from $29/yr Visit site - 8
Blackbaud Raiser’s Edge NXT
Paid APIMacWeb+1 - 9
Legacy Suite
Free plan Web - 10
Willfora Legacy Giving Platform
Free plan Web - 11
CresPro
Paid iPhoneMacWeb+15.1 Visit site - 12
Crescendo Admin
Paid Windows4.6 Visit site - 13
Crescendo Interactive GiftLegacy
Paid Web - 14
FirstClass
Paid Web - 15
Foundation Source Planned Giving
Paid Web - 16
Gifted Legacies
Paid Web - 17
Giving Docs
Paid Web - 18
LegacyCenter
Paid Web - 19
LegacyPro Planned Giving Website
Paid Web - 20
LegacyPlanner
Paid Web4.2 Visit site - 21
PG Calc Bequest Manager
Paid Web - 22
PG Calc GiftWrap
Paid WebWindows - 23
PG Calc Planned Giving Manager
Paid WebWindows - 24
PhilanthroPlan GPC Anywhere
Paid Web4.0 Visit site - 25
The Planned Giving Platform
Paid Web
A different service may fit better if you need forms beyond estate planning, a free document workflow, or tools built for legal-aid work. Trust & Will’s mobile apps do not support document editing, and plans must be signed and notarized after receipt or download to become legally binding. Before switching, weigh whether you need a guided will or trust, broader forms, self-hosting, or attorney access. Compare platform availability, ongoing costs, privacy options, and the signing steps each service requires.
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