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Estate Guru vs Quicken WillMaker & Trust

Both stand on estate planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

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. Look elsewhere if you need a DIY service or want to see a price without booking a demo.

Visit Estate Guru

Quicken WillMaker & Trust

Paid MacWebWindows

WillMaker offers guided preparation across a broad set of estate-planning documents, with attorney review and several purchase options. Check jurisdiction eligibility and the separate online and desktop data before selecting a plan.

Visit Quicken WillMaker & Trust

The facts

Estate GuruQuicken WillMaker & Trust
Free planNoNo
Open sourceNot publishedNot published
Runs onWebMac, Web, Windows
Lowest paid planFree or on requestAll Access Plan: $219 a year
Plans published13
MakerNot publishedNot published
Websiteestateguru.comwillmaker.com
On estate planning software#10 of 24#14 of 24

Estate Guru: what it does well

  • Attorney-authored rules recommend plans from state requirements and client answers.
  • Selected intake responses can be flagged for attorney or legal-operations review.
  • Plans identify the responsible attorney by name and bar number.
  • Teams can track signatures, trust funding, and remaining tasks.
  • Institutions can integrate or white-label the platform.

What to know first

  • There is no free plan.
  • Subscription pricing requires a demo.
  • The platform is web-based.

Quicken WillMaker & Trust: what it does well

  • Interview adapts documents to user answers
  • Attorneys review and update documents
  • Covers wills, trusts, and powers of attorney
  • Online and downloadable options in Plus and All Access

What to know first

  • Documents are not valid in Louisiana, U.S. territories, or Canada
  • Online and desktop data cannot be transferred
  • Online access lasts one year
  • Not for professional or commercial use

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