Free and open first

Best Estate Planning Software in 2026

Estate planning software covers tools for preparing and organizing estate plans and related documents. Compare planning scope, state coverage, and trust support with power of attorney and beneficiary planning features. Document storage and attorney review offer further points to assess, while free-plan availability and “Paid from” pricing help frame cost. Trust & Will, FreeWill, and InterActive Legal are among the named options. Use the listed features to consider which planning needs matter in your situation.

24 apps
Research read 23 Sept 2026
How the order is worked out

1

Everplans

Free plan APIiPhoneWeb

Pick Everplans if you want guided organization of personal or household information, with a free option and paid secure sharing. Premium is $99.99 a year and raises the item limit to unlimited.

7.4 Free plan · paid from $99.99/yr Visit site
2

EncorEstate Plans

Free plan Web

EncorEstate Plans combines document creation, human planning support and deed filing for financial advisors. Advisors should note its consumer-use restriction and the states excluded from deed filing.

7.3 Free plan · paid from $100 Visit site
3

Rocket Lawyer Estate Planning

Free plan AndroidAPIiPhone+1

Choose Rocket Lawyer if you want state-personalized estate documents alongside e-signatures and access to attorney responses.

7.2 From $149/yr · 7-day trial Visit site
4

Trust & Will

Free plan AndroidAPIiPhone+1

Trust & Will offers plans for wills and trusts, with a free starting option and optional attorney access.

7.1 Free plan · paid from $199 Visit site
5

FreeWill

Free plan Web

FreeWill covers several common estate-planning documents, with free edits and a no-cost plan. Its own guidance says people with complex needs should seek legal counsel.

7.0 Free plan Visit site
6

Gathered Here

Free plan Web

Choose Gathered Here if you want a free online will or need to compare funeral services, arrange probate help, or request headstone quotes.

7.0 Free plan Visit site
7

EstateView

Free trial Web

Choose EstateView if you are a financial advisor, estate-planning attorney or CPA who needs estate-strategy modeling and client-ready outputs in a browser-based platform.

6.0 From $999.99/yr · 14-day trial Visit site
8

Epilogue Wills

Paid AndroidiPhoneWeb

Pick Epilogue if you want guided Will creation, signing instructions, and the option to add incapacity documents.

5.9 From 139 CAD Visit site
9

InterActive Legal

Paid AndroidiPhoneLinux+3

InterActive Legal covers several estate planning and elder law document needs, with a browser-based option and a separate Legacy installation.

5.8 Pricing on request Visit site
10

Estate Guru

Paid Web

Choose Estate Guru if your advisory, legal, or institutional team needs attorney-led estate planning, trust support, and cross-client tracking.

5.6 Pricing on request Visit site
11

Statular

Free trial Web

Statular combines client intake, document generation, and review support for estate planning practices.

5.6 From $495/mo · 7-day trial Visit site
12

Farewill

Paid Web

Choose Farewill if you want a web-based route to a will, probate support, a prepaid direct cremation or LPA guidance, with specialist help available for several services.

5.5 From £100 Visit site
13

Lawgic

Paid MacWindows

Pick Lawgic if you practice trusts and estates or family law in a covered jurisdiction and want guided drafting with legal research and analysis.

5.5 Pricing on request Visit site
14

Quicken WillMaker & Trust

Paid MacWebWindows

WillMaker offers guided preparation across a broad set of estate-planning documents, with attorney review and several purchase options.

5.5 From $109/yr Visit site
15

GoodTrust

Paid Web

Choose GoodTrust if you want estate documents and a Digital Vault for managing access to personal digital information.

5.4 From $149 Visit site
16

LegalWills

Paid APIWeb

Choose LegalWills if you want online preparation for a Will or related estate documents, with options for legacy messages, records and Keyholders. Its U.S.

5.4 Visit site
17

Safewill

Paid AndroidiPhoneWeb

Safewill offers a free start, review options, and additional end-of-life documents. Consider the review timeline and signing requirement, and seek legal advice for complex estate planning.

5.4 Visit site
18

Wealth.com

Paid AndroidAPIiPhone+1

Wealth.com combines document creation, planning analysis, and client access tools for advisor-led estate and tax work.

5.4 Pricing on request Visit site
19

WealthCounsel

Paid AndroidiPhoneMac+2

WealthCounsel brings estate and elder law drafting, trust administration, and client intake into a cloud-based suite.

5.4 Pricing on request Visit site
20

LegalZoom Estate Planning

Paid Web

LegalZoom offers questionnaire-based will and trust documents with supporting healthcare and financial forms.

5.2 From $149 Visit site
21

Vanilla

Paid APIWeb

Vanilla brings estate planning tools, scenario comparisons, and AI-assisted review into a platform for professional practices.

5.2 Pricing on request Visit site
22

Willful

Paid AndroidiPhoneWeb

Willful provides a guided route to a will and optional estate-planning documents, with unlimited updates.

5.2 From 129 CAD Visit site
23

Yourefolio

Paid APIWeb

Yourefolio combines client intake, estate planning workflows, alerts, document handling, and family communications.

5.0 From $1,295/yr Visit site
24

Willed

Paid Web

Willed combines Will preparation with probate and funeral services, with included tools for family information and wishes.

4.9 From 99 AUD Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

More in Finance & Accounting