Best Estate Planning Software of 2025

Use the comparison tool below to compare the top Estate Planning software on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

Estate Planning Software Overview

Estate planning software gives people a practical way to sort out their wishes without getting lost in legal jargon. Instead of wrestling with piles of paperwork, users can answer straightforward questions and let the system build the documents they need, including wills, trusts, and directives. The goal is to make a complicated topic feel manageable, even for someone who has never looked at an estate plan before.

For those helping others with estate matters, the software cuts down on repetitive tasks and keeps important details organized in one place. It can update documents quickly when life situations change and makes it easier to keep track of assets, beneficiaries, and essential information. By focusing on clarity and convenience, these tools help people stay prepared and reduce stress for themselves and their families.

What Features Does Estate Planning Software Provide?

1. Document Builders for Core Planning Needs: Most estate planning platforms give you straightforward tools to create the essentials—your will, living trust, and other foundational documents. Instead of asking you to wrestle with legal jargon, the software usually guides you with simple questions so you can make choices about property, guardianship, and final wishes without feeling overwhelmed.
2. Health and Financial Authority Forms: These tools typically include options to put together documents that spell out who can act for you if you’re unable to make decisions yourself. This often covers both medical choices and financial decisions, and the software helps you assign people you trust and outline the boundaries of their authority.
3. Built-In State Law Adjustments: Since estate rules vary depending on where you live, the software usually adapts your documents so they align with the laws in your state. This can include things like witness requirements, notarization steps, and the specific language that needs to appear in certain forms.
4. Asset Tracking and Organization Tools: Another common feature is a space to pull together a complete picture of what you own. Users often enter real estate, savings, investments, digital accounts, and personal items, making it far easier to keep track of everything that might someday need to be transferred or protected.
5. Beneficiary Planning and Distribution Options: Many platforms let you clearly map out who should receive what, along with any special instructions. You can usually add family members, charities, or other recipients, and you may also be able to set rules—such as delaying distributions until someone reaches a certain age.
6. Collaboration With Loved Ones or Advisors: Estate planning software often includes secure ways to share documents with partners, attorneys, or other trusted individuals. People you invite may be able to review drafts, offer feedback, or confirm certain details so everyone is on the same page.
7. Instructional Guides and Plain-Language Explanations: These tools typically come with a library of simple explanations, examples, and step-by-step help. This support is designed to cut through confusion and help you understand what each document does and why it matters.
8. Digital Storage and Document Management: To keep everything organized, most platforms offer a secure digital vault where your paperwork lives. You can update your documents when circumstances change, keep older versions for reference, and have one central place where your family can find what they need later.
9. Automated Reminders and Life-Event Prompts: Good estate planning software doesn’t just help you build documents—it nudges you to revisit them. When major life events happen, or enough time has passed, you may receive reminders encouraging you to update your plan so it stays accurate and meaningful.
10. Security Tools to Protect Sensitive Information: Because you’re storing personal and financial details, these platforms typically use strong encryption, login protections, and permission settings. These safeguards help ensure that only the right people can see the information you choose to store or share.

The Importance of Estate Planning Software

Estate planning software matters because it takes a process that often feels confusing or intimidating and turns it into something people can manage with confidence. Instead of wrestling with scattered paperwork, unclear instructions, or outdated forms, users can rely on structured tools that guide them step-by-step. This reduces the chance of errors, ensures important details aren’t overlooked, and gives people a clearer picture of how their choices will play out. It’s a practical way to bring order to a topic that many find overwhelming, especially when dealing with sensitive family or financial decisions.

It’s also valuable because it encourages people to plan earlier and stay more organized over time. When documents are easy to update and information is stored securely in one place, it becomes far less tempting to put off revisions or ignore changing circumstances. Software helps bridge the gap between good intentions and real follow-through by making updates, reviews, and communication much simpler. In the long run, this leads to smoother transitions for families, fewer surprises, and a greater sense of control for anyone responsible for managing personal or family assets.

Why Use Estate Planning Software?

1. It makes the process far less overwhelming: Trying to organize your wishes, your assets, and your family’s needs can feel like juggling too many things at once. Estate planning software breaks everything into manageable steps so you’re never stuck wondering what to do next. Instead of flipping through legal jargon or trying to decode complex instructions, you move through a guided setup that keeps the whole process approachable.
2. You get a clear picture of what you actually need: A lot of people don’t know the difference between a will, a trust, a medical directive, or anything else that might apply to their situation. Good software helps you sort that out by asking plain-spoken questions and recommending the right documents based on your answers. This helps you avoid creating paperwork you don’t need while making sure you don’t overlook something important.
3. It helps you stay organized now and later: Estate planning isn’t just about creating documents. It’s also about keeping track of accounts, property, insurance, passwords, and the other details your loved ones will eventually need. Software centralizes all that information so it doesn’t end up scattered across drawers, emails, or notebooks. Having it all in one secure place gives you and your family peace of mind.
4. It’s often more affordable than hiring an attorney for basic needs: Not every estate requires a law firm. If your situation is straightforward, software can help you put together strong documents at a fraction of the cost. You’re not sacrificing quality, either—many platforms design their tools with the help of legal professionals. It’s a practical way to get things done without draining your budget.
5. You can update your plan whenever life changes: Marriage, kids, divorce, new property, new investments—life keeps moving. Estate planning software makes it easy to revise your documents whenever something shifts. Instead of starting from scratch or scheduling another appointment, you can log in, make your updates, and keep everything current.
6. It cuts down on guesswork for your family: A major reason people use these tools is to make things simpler for those they care about. When your wishes are clearly spelled out and stored where they can be easily accessed, your family won’t have to dig through boxes or stress about missing instructions. They’ll know exactly what you wanted, and they’ll have the tools to follow through.
7. It helps reduce costly mistakes: When people try to draft documents on their own, they often miss key language or create contradictions without realizing it. Estate planning software is built to prevent that. It flags missing data, prompts you to add important details, and checks for inconsistencies so your documents hold up and reflect your true intentions.
8. It gives you privacy while still offering structure: Some people don’t love the idea of discussing personal finances and family matters in an office. Software lets you work through everything privately while still giving you the structure and explanation you need. You can take your time, think through decisions, and revisit sections without feeling rushed or judged.
9. It keeps everything stored safely and securely: Between encryption, password protection, and secure storage options, estate planning software is designed to protect sensitive information. You’re not relying on paper documents that could get misplaced, damaged, or seen by the wrong person. Everything is stored with layers of digital protection.

What Types of Users Can Benefit From Estate Planning Software?

• People handling their own basic estate documents: Individuals who want to set up straightforward items like a simple will or medical directive can use estate planning software to walk them through each step in plain language. It helps them stay organized, avoid guesswork, and create documents they can actually understand and use with confidence.
• Financial advisors who guide clients through life planning: Advisors can lean on estate planning tools to show clients how decisions today impact what gets passed on later. The software gives them a clear way to map out scenarios, clarify tax considerations, and tie estate choices into the bigger picture of long-term financial health.
• Attorneys in busy firms who handle recurring estate matters: Lawyers juggling multiple clients benefit from tools that cut down drafting time and help maintain consistency across files. The software gives them quick access to templates, supports compliance, and reduces repetitive manual work that would otherwise slow down their practice.
• Paralegals who prepare and organize the bulk of the paperwork: Paralegals often build out the first version of estate documents, handle client intake, and collect key information. Estate planning software helps them move quicker, avoid errors, and manage large amounts of client data without getting buried in administrative steps.
• Trust officers working with long-term client relationships: Professionals inside banks and trust companies often manage assets for years or even decades. They use estate planning software to keep track of trust terms, follow distribution requirements, and maintain accurate records for beneficiaries and auditors alike.
• Wealth management teams serving families with complex assets: Family offices and private advisors who support high-net-worth clients use estate planning platforms to coordinate multi-layered assets, business interests, and family structures. With software, they can maintain clear reporting, manage generational planning, and keep everything running smoothly behind the scenes.
• HR teams offering legal or financial wellness benefits: Some employers provide estate planning assistance as part of a benefits package. HR professionals use estate planning software to connect employees to guided tools, make essential documents easier to complete, and promote financial well-being across the company.
• Accountants working on estate or trust-related tax work: CPAs benefit from software that gathers financial details in a clean, structured format. By having access to organized data and automated calculations, they can prepare tax filings with less manual digging and fewer opportunities for mistakes.
• Insurance professionals helping clients with long-term protection: Advisors who recommend life insurance or related products can use estate planning software to show how different policies support a client’s future plans. It allows them to illustrate how coverage fits into overall inheritance goals and long-term security.
• Nonprofit professionals involved in charitable giving discussions: Planned giving teams work with donors who want to leave a legacy. Estate planning software helps them walk donors through various ways to give, explain how each approach works, and collaborate with the donor’s advisors to ensure everything aligns with the donor’s intentions.

How Much Does Estate Planning Software Cost?

Estate planning software comes with a pretty wide price range, and the cost really depends on what you’re trying to get done. If you only need straightforward tools to prepare basic documents, the price is usually on the lower end, often a single payment that sits comfortably below what you’d spend working with a professional for the same task. On the other hand, software built for ongoing client work or regular updates tends to follow a monthly or yearly subscription, and the total can add up depending on how many people use it and how often you rely on it.

When you move into systems meant for handling more detailed or specialized estate matters, the expenses can climb quickly. These platforms sometimes charge a setup fee before you even get access, and then continue with recurring costs tied to advanced features or expanded document libraries. It’s worth stepping back and looking honestly at the tools you’ll actually use. Some people only need basic guidance, while others benefit from more robust options. The best choice is usually the one that fits your workflow without paying for features you’ll never touch.

What Does Estate Planning Software Integrate With?

Estate planning platforms often work hand in hand with systems that keep daily operations running smoothly, such as time-tracking, intake, and case management tools. When these connect, client details and matter updates move automatically between systems, cutting down on repeat data entry and reducing room for error. They can also tie into secure messaging or client portal software, giving attorneys and advisors a straightforward way to share drafts, gather information, and keep clients in the loop without juggling multiple apps.

These platforms also tend to sync with financial data tools, from account aggregation services to portfolio monitoring software. That connection helps professionals pull in up-to-date asset values and other key financial details needed to build accurate estate plans. Many systems will connect with tax preparation or compliance software as well, making it easier to spot potential tax impacts and keep documentation consistent across platforms. When all of these pieces talk to each other, the estate planning workflow becomes a lot more efficient and far less scattered.

Risks To Be Aware of Regarding Estate Planning Software

• Over-reliance on automation: It’s easy to let the software take the wheel, especially when it produces polished drafts, but estate planning is full of nuance. When users trust the automation too much, important judgment calls may get glossed over, and subtle client details might never make their way into the final documents.
• Missing jurisdiction-specific requirements: Estate laws shift from one state to another, and even strong platforms can lag behind new statutes or regional rules. If attorneys or DIY users assume the software always has the latest legal updates built in, they risk producing documents that don’t fully meet local standards.
• Gaps in client data accuracy: Many workflows depend on clients entering the correct information. If the intake answers are incomplete, inconsistent, or misunderstood, the software will draft based on flawed data, potentially creating plans that don’t reflect a client’s actual wishes or asset picture.
• Security concerns around sensitive information: Estate plans contain highly personal and financial details. Any cloud platform becomes a valuable target for cyberattacks, and even a strong security software can’t completely eliminate the possibility of unauthorized access, breaches, or accidental exposure.
• AI-generated content that looks right but isn’t: AI can produce language that feels polished and authoritative, but sometimes it makes confident assumptions that don’t fit the situation. Without careful review, attorneys or clients may accept text that sounds solid but is actually misaligned with tax rules, fiduciary requirements, or the client’s intentions.
• Limited support for complex family dynamics: Software handles straightforward scenarios well, but real families are rarely simple. Blended households, estranged relationships, special-needs planning, or beneficiaries in conflict may stretch the software’s logic. When the tool doesn’t fully recognize those layers, critical provisions can be left out.
• Inconsistent integration with other systems: Estate planning often intersects with financial planning tools, custodial systems, and firm CRMs. If the integrations are unreliable or outdated, users might rely on synced data that isn’t actually correct, creating mismatches between financial records and the estate documents being drafted.
• DIY users misunderstanding legal consequences: Consumer-facing platforms try to simplify the process, but simplifying something complicated can create false confidence. Individuals may believe their plan is solid because the platform walked them through it step by step, without realizing that certain decisions carry long-term legal or tax implications they never discussed with a professional.
• Version confusion and document management issues: When a plan is revised—especially across multiple sessions, team members, or devices—older drafts may linger. Users sometimes download, print, or store outdated versions, which can cause serious headaches later if someone signs the wrong copy or relies on language that was supposed to be replaced.
• Dependence on vendor stability and pricing: Estate plans can last decades. Software companies, on the other hand, merge, shut down, change pricing, or sunset features. Relying heavily on a single vendor means users may face disruptions, forced migrations, or loss of access to historical data if the provider changes direction.
• False sense of compliance readiness: Many platforms highlight built-in checks, prompts, or audit logs, but these aren’t a complete compliance solution. Firms might assume the tool is “covering” them, when in reality they still need internal policies and oversight to ensure ethical, regulatory, and professional standards are met.

Questions To Ask Related To Estate Planning Software

1. How easily can I find my way around the software? Before anything else, you want to know whether the layout makes sense from the first click. Estate planning can feel intimidating on its own, so a confusing dashboard or cluttered menus will only slow you down. Good software should offer a smooth flow from one task to the next without forcing you to hunt for basic functions. If you can’t get comfortable with it quickly, you’ll likely avoid using it when it matters most.
2. Does the software explain legal concepts in a way I actually understand? Estate documents come with specialized terminology, and not everyone wants to decipher dense legalese. Look closely at how the software walks you through choices. If the explanations feel like a real person wrote them and you can follow along without rereading, that’s a strong sign the tool will support you instead of frustrating you. Clear, down-to-earth guidance keeps you from second-guessing your decisions.
3. How well does it keep up with changes to state and federal laws? Estate planning rules shift over time, and outdated language or old forms can create problems later. Ask whether the tool pushes timely updates, who is responsible for tracking new legislation, and how often the content is reviewed. Consistent maintenance shows the company understands the long-term importance of accuracy.
4. What kinds of documents can it generate, and are those documents flexible? Some platforms only handle a straightforward will, while others support a broader range such as living trusts, healthcare directives, and powers of attorney. Beyond variety, consider whether you can tailor the language to match your situation rather than being boxed into rigid templates. The right tool should adapt to you, not the other way around.
5. How secure is the place where my information and files are stored? Estate planning involves personal data you wouldn’t hand to just anyone. Look into the security practices behind the scenes. Strong encryption, private storage options, and transparent privacy policies help ensure your information stays in safe hands. If a company is vague about how it protects data, that’s a warning sign.
6. Will this software work smoothly with the tools I already rely on? Whether you’re an individual or a professional, compatibility can make your workflow much easier. Some people prefer having e-signature capability built in, while others want the option to sync with calendars, financial apps, or client tools. If the software integrates well with your existing setup, you’ll spend less time jumping between tools.
7. Is there dependable help if I get stuck or need clarification? Eventually you’ll have a question, whether small or significant. Look for responsive support options such as live chat, phone help, or well-written guides. A company that invests in solid support demonstrates that it values your experience and wants you to feel confident using its product.
8. What does the pricing model look like over time? Cost isn’t only about the first payment. Some tools charge once and leave you on your own after that, while others run on subscriptions that include updates and future access. Think about whether you prefer a long-term relationship with ongoing improvements or a one-and-done purchase. The right choice depends on how often you expect to revisit or revise your documents.
9. Does it offer a dependable way to share or collaborate with others? Many people need to involve spouses, family members, or clients in the estate planning process. If collaboration is important to you, check whether the software allows controlled sharing or joint reviewing. Smooth collaboration can make the process feel less overwhelming and keep everyone on the same page.