Digital estate planning and document vault platform that helps individuals organize, store, and securely share critical life and end-of-life information with family and advisors.

Hands-on review pending

freemiumFree basic plan; premium tiers and enterprise pricing available for advisors and institutions

Gentreo

Estate Planning

Affordable online estate planning platform that lets families create, store, update, and share wills, trusts, and related documents in one place.

Hands-on review pending

paid$150 first year; $50/year renewal; Platinum Plan $500 first year

Lawgic

Drafting · Estate Planning

Patented document automation system that guides estate planning and family law attorneys through an intelligent Q&A process to generate complete, jurisdiction-specific legal documents.

Hands-on review pending

paidContact for pricing

White-label estate planning software that enables financial advisors and estate planning attorneys to offer clients a structured intake, document creation, and asset organization workflow in one platform.

Hands-on review pending

paidContact for pricing

Trust & Will

Consumer Legal · Estate Planning

Online estate planning platform that enables attorneys and consumers to create, store, and share state-specific wills, trusts, and advance directives through a guided digital workflow.

Hands-on review pending

paidPlans from $199 (consumer); attorney platform pricing on request

InterActive Legal

Estate Planning

Cloud-based drafting platform that helps estate planning and elder law attorneys generate sophisticated, attorney-authored trust and estate documents across all 50 states.

Hands-on review pending

paidContact for pricing

Estateably

Estate Planning

Cloud-based estate and trust administration platform that automates probate workflows, accounting, and court-formatted filings for estate attorneys and fiduciaries.

Hands-on review pending

paidContact for pricing