List of the Top 6 Free Estate Planning Software in 2025

In less than 20 minutes, you can effectively create or update your legal will at no cost. Furthermore, it's wise to consider incorporating an advance healthcare directive or living will to specify your medical preferences and appoint someone to make decisions on your behalf if you become unable to do so. To manage your financial responsibilities, choose someone who can oversee your financial matters if you are incapacitated. It's crucial to document and allocate any assets that might not be addressed in your will, including 401(k)s, IRAs, and life insurance policies. Setting up a revocable living trust can fulfill many of the functions of a traditional will and assist in avoiding the protracted probate process in California. While the idea of drafting your own will may appear daunting, we have partnered with top legal experts to create an interactive online will maker. By simply inputting your details, you can generate a last will and testament that reflects your unique wishes, simplifying the entire process and making it more user-friendly. In this manner, you can guarantee that your intentions are clearly articulated and legally enforceable, providing peace of mind for you and your loved ones. Ultimately, taking these steps ensures that your affairs are in order and your loved ones are cared for according to your wishes.

PortfolioPilot is a cutting-edge financial advisory platform driven by artificial intelligence, created specifically for self-directed investors in search of comprehensive, unbiased, and cost-effective financial guidance. It provides a wide array of features, including portfolio tracking, investment advice, tax efficiency tactics, estate planning help, and the ability to model various financial scenarios. Users can combine their total net worth by incorporating a range of assets like brokerage accounts, retirement funds, cryptocurrencies, and real estate, ultimately offering a holistic view of their financial health. The platform's distinctive Recommendation Engine delivers tailored investment advice by analyzing numerous data sources and economic models, aiming to improve returns, reduce risks, and create a well-rounded investment portfolio. Additionally, PortfolioPilot includes continuous tax optimization strategies, such as tax-loss harvesting, designed to enhance after-tax investment gains. Its scenario modeling capabilities allow users to investigate different potential financial outcomes by simulating various investment strategies and market conditions, which further empowers their financial choices. Consequently, with these robust tools at their disposal, investors are more adept at navigating the intricacies of the financial world while making informed decisions. The combination of advanced technology and user-friendly features makes PortfolioPilot an indispensable resource for those looking to take charge of their financial futures.

Trust & Will provides a digital estate-planning solution that enables individuals and families to effortlessly create legally recognized documents, including wills, trusts, guardianships, and powers of attorney, through an intuitive, step-by-step process. By answering straightforward questions about their assets, family situations, and personal wishes, users can swiftly produce tailored legal documents in just a few minutes. The service also includes features for securely storing documents online, allowing users to share them with selected individuals and attorneys, as well as to make updates as their circumstances change. Focused on accessibility, Trust & Will allows users to manage their end-of-life planning without the expensive fees or complexities often linked to conventional legal services. While the platform is designed for self-service, a committed customer support team is always available to guide you, ensuring you remain assured and well-informed throughout the process. In the end, Trust & Will aspires to demystify estate planning, making it a more user-friendly and manageable experience for everyone, regardless of their prior knowledge of legal procedures. This dedication to simplifying the process is what sets Trust & Will apart in the realm of digital estate planning.

LegalShield operates as a membership platform that offers individuals and businesses the opportunity to connect with a wide array of experienced attorneys for various legal services, such as consultations, document reviews, and representation, all without incurring hourly fees. Members enjoy unlimited legal advice for both personal and professional matters, alongside proactive actions like drafting letters and making phone calls on their behalf, in-depth document evaluations (covering agreements, leases, and wills), and 24/7 emergency legal assistance for situations included in their coverage. Additionally, should members require services that exceed their plan’s offerings, they benefit from reduced rates on those extra services. This innovative model enhances access to legal assistance by linking members to law firms with an average of 22 years of expertise, ensuring secure communication with attorneys via a mobile app or online portal, and tackling a wide range of legal challenges, from estate planning and landlord-tenant disputes to small business issues like contract negotiations and debt collection. By doing so, LegalShield not only streamlines the process of obtaining legal help but also empowers its members to confidently navigate the often daunting world of legal matters. This unique approach creates a supportive environment where individuals and businesses can proactively manage their legal needs effectively.

eState Planner is an innovative cloud-based application tailored for legal professionals and advisors, focusing on streamlining the processes of estate planning, client onboarding, and the creation of necessary documentation. The platform facilitates the secure gathering of clients' personal and financial details through interactive questionnaires, which enables users to easily construct estate plans by dragging and dropping assets or employing one-click scenario features. It boasts real-time legal alerts that help reduce common mistakes in will crafting while offering immediate insights through dynamic calculations related to taxes and probate. Furthermore, eState Planner produces customizable legal documents, including wills and powers of attorney, empowering users to integrate peer-reviewed templates or their own distinctive clauses and branding. The software provides visual summaries and narratives, enhancing clients' comprehension of their estate-planning outcomes, fosters collaboration by permitting multiple contributors for each client file, and ensures remote access with encrypted data storage for heightened security. This versatile tool is also created to evolve alongside the changing demands of the estate planning sector, guaranteeing that legal practitioners can consistently provide the best possible service to their clients. As a result, eState Planner not only boosts efficiency but also enhances the overall client experience in the estate planning journey.

Fabric provides a free online tool for creating a will, enabling you to draft a digital last will and testament in just five minutes by guiding you through essential steps like choosing a guardian, identifying beneficiaries, and detailing your final wishes in an accessible manner. Upon following a set of prompts, you will receive a downloadable file that can be printed, signed, and witnessed to guarantee its legal enforceability, with straightforward instructions laid out by the service. Designed especially for young families, this platform lets you share your will with a partner or guardian, add extra instructions, and ensure that both your assets and children are protected at no charge. You have the authority to manage who can view the document and can easily return to update or modify it as needed. While this tool streamlines the estate-planning journey and aids in completing crucial tasks, it is advisable to seek guidance from a legal expert if your financial situation includes complex assets or if you have specific state-related questions. Consulting with a professional can help you navigate the intricacies of your estate and assure that everything is handled properly and legally. Ultimately, taking these additional steps can provide peace of mind as you secure your family's future.