List of the Top 2 Estate Planning Software for Mac in 2026

Gavel is a legal technology platform designed to help attorneys move from first draft to final document with greater speed and consistency. The platform includes Gavel Exec, an AI contract review tool that works in Microsoft Word and online so lawyers can review, redline, draft, and revise commercial contracts without disrupting their existing workflow. Gavel Exec helps legal teams generate first-pass reviews, identify key issues, create suggested redlines, write comments, and draft or rewrite clauses based on preferred negotiating positions. It also supports playbooks and contract term benchmarking, helping firms maintain consistency while identifying language that may fall outside market standards. Gavel Workflows focuses on legal document automation by transforming intake responses into complete Word documents and PDFs. Legal teams can build branded intake portals, collect client information securely, and route responses into automated document generation workflows. The platform supports conditional logic, calculations, branching questions, and reusable templates, making it useful for both simple forms and complex legal documents. Firms can use their own Word templates or start with Gavel’s legal template library across practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. Gavel is designed by legal professionals and includes onboarding, training, and support from a team familiar with law firm workflows. Its security features include encrypted intake, SOC 2 and HIPAA-compliant databases, AES-256 encryption, PCI-compliant client portals, vulnerability testing, and a contractually enforced zero data retention policy. By combining secure legal AI with customizable workflow automation, Gavel helps law firms and legal teams reduce manual work, improve consistency, and deliver completed legal documents more efficiently.

Quicken WillMaker & Trust is a comprehensive do-it-yourself estate planning software designed to enable individuals and families to create legally binding wills, living trusts (either jointly or individually), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The software utilizes a straightforward interview format that incorporates legal guidance, ensuring that the documents generated meet the legal requirements of the user's state. Users can choose between a desktop application and an online version, offering them the flexibility to adjust their plans as needed. Moreover, it comes with a detailed legal manual and documents that have been vetted by attorneys for each state, which offers users both clarity and assurance in their estate planning. With more than 35 essential estate planning forms—including promissory notes, authority delegations, and personal finance documents—it helps users navigate away from the probate process, streamlining estate administration effectively. This software is crafted to meet a diverse array of estate planning needs, providing users with a sense of support and confidence in their decision-making throughout the entire process. Ultimately, it allows families to secure their legacies while minimizing potential complications in the future.