When considering will and trust software, several reputable options stand out, each with unique features and varying levels of user satisfaction. Here are some top choices:
Quicken WillMaker & Trust 2024
Developed by Nolo, this software offers a comprehensive suite of estate planning tools, including wills, trusts, health care directives, and financial power of attorney documents. Users appreciate its user-friendly interface and the convenience of creating multiple documents in one place. However, it may not be suitable for complex estate planning needs, and it lacks access to attorney support.
Trust & Will
This online platform is praised for its simplicity and efficiency in creating customized, state-specific wills and trusts. It offers a straightforward, step-by-step process, making it accessible for users with basic estate planning needs. While it excels in ease of use, it may not cater to highly complex estate situations.
GoodTrust
GoodTrust stands out for its focus on digital assets, providing a ‘Digital Vault’ feature for organizing online accounts and digital assets. It offers unlimited updates and a family plan at no additional cost. However, it does not provide access to attorney support, and its documents are not state-specific, though they are legally binding in all 50 states when following state-specific instructions.
Rocket Lawyer
Rocket Lawyer offers a subscription-based model with access to a variety of legal documents, including wills and trusts. It provides customer service with the option to contact a lawyer for legal assistance via phone, email, or online chat. The platform offers a free seven-day trial, but continued access requires a monthly fee. Some users find the membership costs to be relatively high.
LegalZoom
LegalZoom provides online will-making services with flat-fee pricing and offers attorney assistance for an additional fee. It has independent attorneys available in all 50 states to ensure documents comply with state laws. While it offers comprehensive services, it is more expensive than some other online will makers, and its document offerings are relatively narrow.
When selecting will and trust software, consider the complexity of your estate, the specific features you require, and whether access to legal advice is important to you. For intricate estate planning needs, consulting with a legal professional is advisable to ensure all aspects of your estate are properly addressed.
