Best Estate Planning Platforms of

How We Chose the Best Estate Planning Platforms 

Once considered necessary only for the extremely wealthy, estate planning is something that almost anyone can, and should, consider—especially if you have minor children or multiple assets to account for. 

Estate planning encompasses all of the important decisions on how a person’s assets will be managed, preserved or distributed after death. It can also include provisions for how certain things should be handled in the event that someone becomes incapacitated. 

Creating a will is just one, if not the most important, step in the planning process. But a comprehensive estate plan can also involve setting up a trust, power of attorney, healthcare directive, medical consent and more. 

Online estate planning platforms have made this process significantly more approachable. Thanks to the introduction of reputable digital estate planning platforms, navigating this traditionally complex process is now more affordable and accessible to all. Here’s how we evaluated which platforms are worth considering to help you take care of yourself and the people you care about during the most challenging times.

Ease of Use 

These platforms help simplify this traditionally lengthy and complicated process with online fillable forms featuring clear prompts to guide you step-by-step. You’ll want to use software that makes the process smoother for all involved, including granting different access levels for your attorney or financial advisor or other family members who may need to review your plan. Features like clear document organization, beneficiary review tools, and tax calculators can help all users make the most of the estate planning process. One of the key advantages of online estate planning is being able to make updates from anywhere, anytime, without needing an in-person appointment.

Customizable

Putting an estate plan in place is a deeply personal process with multiple moving parts. Look for a platform that offers tailored options based on your unique situation, such as blended families, business ownership or charitable giving, and not just one-size-fits-all templates. Some of the options on our list offer a range of services, from basic will preparation to comprehensive living trusts and more. They also have options to add on unlimited revisions or professional attorney services for a fee, which may be helpful for those who have more assets or decisions to manage. 

Secure

Estate planning involves sharing highly sensitive information, and strong security features are critical for protecting your most personal data. The platforms on our list take security seriously, using features like bank-level encryption, multi-factor authentication, secure data storage, strong privacy policies and regular security updates. The convenience of online access doesn’t mean sacrificing privacy—top estate planning platforms prioritize security just as much as functionality.

Customer Support 

Having a solid support system through what can be a draining and delicate process can make all the difference. In addition to providing access to attorneys for expert advice, our top platforms also offer live customer support teams available to help you navigate any issues or questions you may have along the way. Many online estate planning tools even include chat support or in-platform messaging, making expert help more immediate and less intimidating. Beyond live support, top platforms will also provide robust education resources, like how-to guides, FAQs and informative articles to help you understand all of your options or important details like the probate process.

Cost Effective 

Compared to working with an attorney or financial planner, the cost of using estate planning platforms can be significantly less. Setting up a basic individual will through one of these platforms can cost as little as $150, while more comprehensive estate plans including a will, living trust, medical consent and more starting at a few hundred dollars. Some platforms will charge a one-time fee, while others use subscription models with different membership levels, plus add-on services, like attorney consultations, for a fee. 

Positive Experience 

The estate planning process involves a lot of personal and deep decisions, and you want to make sure you’re working with someone you can trust. Reviews from real users can provide helpful insights and experiences that highlight a platform’s strengths and weaknesses, so we made sure to check credible third-party sites like TrustPilot to see what other people have to say.