Comparing Top Estate Planning Software in 2026: Features, Pricing, and Verdicts

Technology continues to reshape estate planning. From guided will builders to integrated trust drafting and secure vaults for digital legacies, estate tech platforms are proliferating. We spent several weeks testing five popular services to evaluate usability, legal robustness, and value.

What We Tested

Our evaluation focused on:

• User experience and clarity of guidance
• Legal enforceability and state-specific compliance
• Trust and advanced planning features
• Digital asset management and vaulting
• Price transparency and support options

Products Reviewed

1. LegacyDesk
2. WillCraft Pro
3. Trustly (consumer edition)
4. AnchorEstate
5. VaultHeritage

Summary Table (Quick Take)

LegacyDesk: Best for comprehensive estate plans with strong legal templates.
WillCraft Pro: Best value for simpler wills and guardianship needs.
Trustly: Excellent for trust-first strategies and trust administration tools.
AnchorEstate: Superb UX and onboarding; good for couples and blended families.
VaultHeritage: Focused on digital estate and secure vaulting.

Individual Reviews

LegacyDesk — Best for Complex Estates

LegacyDesk excelled in providing exhaustive, state-specific documents and a robust interview flow that surfaces advanced planning options. The interface felt professional, but the platform assumes some legal literacy. Cost is mid-to-high, with an optional attorney review add-on.

Pros: Comprehensive templates, trust modules, attorney network. Cons: Can be intimidating for first-time users.

WillCraft Pro — Best Value for Simple Wills

WillCraft Pro is streamlined: guided questions, clear explanations, and an emphasis on executors and guardians. It's inexpensive and recommended for single adults or couples with straightforward assets.

Pros: Affordable, fast. Cons: Limited trust features.

Trustly — Best for Trust-First Planning

Trustly's consumer edition makes irrevocable and revocable trust creation accessible. It also offers distribution scheduling and trustee dashboards. Pricing is higher, but the product shines if your goal is efficient trust administration.

Pros: Deep trust features, administration tools. Cons: Pricey.

AnchorEstate — Best User Experience

AnchorEstate combined elegant UX with helpful educational content. The onboarding flow gently introduces complex topics like tax considerations and blended-family issues. Their collaboration features let couples build plans together.

Pros: Intuitive, collaborative. Cons: Less flexible templates for attorneys.

VaultHeritage — Best for Digital Legacies

VaultHeritage focuses on secure storage and transfer of digital assets: crypto wallets, social media accounts, and cloud storage keys. It pairs digital vaulting with legacy messaging and one-time access protocols for executors.

Pros: Security-first, rich digital asset features. Cons: Not a full estate plan on its own.

Scoring Snapshot (out of 10)

• LegacyDesk — 9.0
• WillCraft Pro — 8.2
• Trustly — 8.6
• AnchorEstate — 8.8
• VaultHeritage — 7.9

How to Choose

Match the product to your needs:

• Simple needs: WillCraft Pro for single wills and guardians.
• Trusts or multi-jurisdiction issues: LegacyDesk or Trustly.
• Digital assets: VaultHeritage combined with a traditional will.
• Couples and blended families: AnchorEstate for collaborative planning.

Legal Considerations

Remember that online tools are convenience platforms — when your plan touches complex trusts, tax-sensitive assets, or high-net-worth transfers, consult a licensed attorney. Several platforms we tested offer attorney review add-ons; they are often worth the cost for peace of mind.

Final Verdict

In 2026, estate planning software is mature and feature-rich. For many people, a hybrid approach — build the draft online, then consult an attorney for review — offers the best combination of cost, speed, and legal certainty. If your estate is simple, a single platform may be sufficient; if you own a business, numerous properties, or significant digital assets, prioritize platforms that integrate trust and vaulting features and budget for professional review.

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