The 10 Best Wills And Trusts Software Of 2026

You're probably in one of two situations right now. Either you know you need a will or trust and keep putting it off because every option feels confusing, or you started comparing online tools and realized fast that “simple” estate planning isn't always simple once real life gets involved.

That's why the best wills and trusts software matters. Good software can help you move from avoidance to action. It can guide you through a basic will, a revocable living trust, powers of attorney, and health care documents without forcing you to start from a blank page. That consumer category has been around long enough that major brands such as LegalZoom, Rocket Lawyer, and Quicken WillMaker were already being reviewed together by Consumer Reports' DIY wills coverage, which tells you this is no longer a fringe corner of legal tech.

But software has limits, especially in Utah. If you own real estate, have a blended family, want to protect a child with special needs, need Medicaid planning, or aren't sure how to title assets, you need more than document generation. You need legal judgment.

Below are the tools I'd point people toward, with a clear recommendation for when each one fits and when you should stop clicking through forms and call a lawyer instead.

1. Trust & Will

Trust & Will is the cleanest consumer experience on this list. If you want a guided, modern workflow for a will-based plan or a revocable living trust, this is one of the strongest starting points.

Its interview style feels less like filling out legal forms and more like answering organized planning questions. That matters because individuals often don't get stuck on legal vocabulary. They get stuck on decisions about guardians, backups, trustees, and what happens if the first choice can't serve.

Best for straightforward family planning

Trust & Will is a good fit for Utah families who want state-specific documents and don't want to draft from scratch. The trust package typically includes the trust itself, related certifications, and asset schedules, plus guidance on funding steps. That's useful because a trust that never gets funded often doesn't solve the probate problem people were trying to avoid.

• What stands out: The plan structure is easy to understand before you buy.
• What you'll like: The platform covers more than a basic will, which is where the broader market has gone as estate-planning software matured beyond one-document tools.
• What to watch: Ongoing storage and update features are tied to membership benefits, so read the renewal terms carefully.

If you're unsure whether you need a will or trust, this breakdown of types of wills and trusts is worth reading before you choose a package.

Practical rule: If your biggest concern is “I need a plan in place this month,” Trust & Will is one of the best software options to get from zero to signed documents quickly.

For a simple estate, that's often enough. For a Utah family with rental property, a prior marriage, or an adult child who shouldn't receive assets outright, it's the point where software should give way to counsel.

2. Quicken WillMaker & Trust by Nolo

If value matters most, Quicken WillMaker & Trust by Nolo deserves serious attention. This is one of the longest-running names in DIY estate planning, and that history matters. Estate-planning software became a mainstream consumer category in the 2000s, led in part by Quicken WillMaker & Trust from Nolo, which was built to let people create wills, trusts, powers of attorney, and living wills from home.

That broad document coverage is still its main strength.

Best for budget-conscious users who want breadth

WillMaker gives you a lot in one ecosystem. You can work online or use downloadable desktop software, and Nolo's embedded legal guidance helps explain what each document does as you go. That's useful for people who don't just want a form. They want context.

• Best advantage: It covers wills, living trusts, financial powers of attorney, and health directives in one place.
• Best use case: You're comfortable reading instructions and want to handle a complete basic package yourself.
• Main drawback: There's no built-in attorney review, and the app and desktop experience aren't the same workflow.

Nolo's current product positioning also reflects how this category has evolved. It isn't just a simple will generator anymore. It's a broader estate-planning workflow spanning several document types, which is exactly what many households need.

Use this one if you're organized and price-sensitive. Skip it if you know you'll want legal reassurance before signing.

3. LegalZoom

LegalZoom sits in the middle ground between pure DIY and full law-firm representation. That's its appeal. You can generate a trust-based plan online, but you also have access to attorney-related support options that many first-time users want.

For people who are uneasy about doing everything alone, LegalZoom is often easier to justify than a bare template library.

Best for users who want a software-plus-support model

Its trust estate plan bundles the core documents most families expect, including a living trust, pour-over will, powers of attorney, health directives, and HIPAA authorizations. The printed document set is also helpful for users who don't want to worry about formatting, downloading, and managing final files.

If you're comparing software against hiring a lawyer, don't just compare price. Compare what happens when you have a real question about trustees, disinheritance, beneficiary backups, or trust funding.

That's where LegalZoom's optional attorney consultation structure can add confidence. It still isn't the same as hiring a Utah estate-planning attorney to analyze your family facts and assets, but it's more support than most self-help platforms provide.

If you're weighing software against counsel, this overview of will and trust attorney cost can help frame the decision realistically.

LegalZoom is a solid choice when you want convenience with some guardrails. It's not the right choice when the plan itself requires custom judgment.

4. Rocket Lawyer

Rocket Lawyer works best if you don't view estate planning as a one-time task. Its subscription model is more like ongoing legal self-service. You create documents, e-sign where appropriate, store files, and ask legal questions as they come up.

That makes it different from a single-purchase estate plan builder.

Best for people who want continuing access

Rocket Lawyer is a sensible pick if you expect to revisit documents, create other legal forms, or want short attorney consults available through the platform. It's not just about a will or trust. It's about keeping a legal toolkit available.

Here's where it fits well:

• Ongoing document needs: You expect updates after marriage, a move, a refinance, or the birth of a child.
• Question-driven users: You want a place to ask follow-up legal questions instead of guessing.
• Mobile-first convenience: You prefer cloud access and app-based document handling.

The weakness is just as clear. Membership platforms can cost more over time than a one-and-done tool if your estate plan is simple and you won't use the service again.

Rocket Lawyer is practical for users who like subscriptions and expect repeat use. For a complex trust strategy, it's still not a substitute for individualized drafting.

5. FreeWill

FreeWill has one big advantage over almost every other platform on this list. It removes cost as the reason to delay.

If your estate is simple and your budget is tight, FreeWill is easy to recommend for a basic will and related core documents. It offers a clean interview, clear execution instructions, and a lower-friction path than many paid competitors.

Best for simple wills on a tight budget

FreeWill is strongest when your needs are basic. Think straightforward beneficiary choices, simple guardian nominations, and no trust-based planning beyond the most limited circumstances. Its revocable living trust tool is limited to California residents, so Utah users should think of this primarily as a will-first platform rather than a trust solution.

That limitation is important. Many people search for the best wills and trusts software when what they need is either a simple will or a trust-focused plan. FreeWill handles the first category better than the second for Utah residents.

A free will is far better than no plan at all. A free will is not better than a properly structured trust when your facts call for one.

Use FreeWill if money is the obstacle and your situation is clean. Don't use it if you own Utah real estate and want to avoid probate through trust planning, or if family dynamics make precision important.

6. Gentreo

Gentreo stands out for families who care not just about creating documents, but about storing and sharing them. That may sound secondary, but it isn't. A well-drafted estate plan doesn't help much if no one can find it when there's an emergency.

Its Digital Family Vault is the feature that gives it a distinct identity.

Best for families focused on access and organization

Gentreo offers trust-based planning with related pour-over wills and powers of attorney, then keeps the emphasis on secure access. That works well for parents coordinating with adult children, spouses managing household records together, or families trying to centralize practical information.

A few situations where it makes sense:

• Family coordination: You want trusted people to know where documents are stored.
• Trust-first planning: You want a revocable living trust package rather than only a will.
• Mobile access: You like being able to review documents without sitting at a desktop.

If you're still deciding between a will-based plan and a trust-centered one, this explanation of testamentary trust vs living trust can help clarify the difference.

Gentreo's tradeoff is that it remains self-help software. It can organize and deliver documents well, but it won't represent you or give the kind of personalized legal advice a Utah attorney can provide when the structure itself is the issue.

7. LawDepot

LawDepot is the flexible pricing option in this group. If you hate being forced into one annual plan when you only need one or two documents, LawDepot is worth a look.

Its estate-planning offerings sit inside a much broader form library, which can be useful if your legal paperwork needs spill over into real estate or business matters.

Best for selective users who want pricing options

LawDepot works well for people who know exactly what they need. Maybe that's a revocable living trust. Maybe it's just a will and a health care directive. The point is choice.

• Single-document use: Good if you don't want a full subscription.
• Broader form access: Useful when estate planning is only part of the paperwork you need.
• Editable outputs: Helpful for users who want downloadable files they can manage directly.

The downside is the same one that affects most form libraries. They assume you can recognize which documents fit your goals and how they should work together. That's not always realistic.

LawDepot is best for organized users with uncomplicated plans. If you need guidance on trustee powers, distribution restrictions, or asset transfers into a trust, the software won't catch strategic mistakes for you.

8. eForms

eForms is for people who prefer documents over guided planning. If you like downloading state-specific forms, editing in Word or PDF, and controlling the details yourself, this is one of the more practical platforms available.

That's a very different user than someone who wants a hand-held interview experience.

Best for confident DIY document users

eForms gives you access to wills, living wills, trusts, deeds, and many other legal documents by state. Export flexibility is its biggest advantage. If you want files in common formats and expect to print or revise them yourself, it delivers.

This one makes sense when:

• You're comfortable with forms: You don't need a lot of hand-holding.
• You need multiple document types: Estate planning may overlap with deed work or other forms.
• You want reusable access: The platform is more about document availability than one polished planning flow.

The caution is obvious. eForms doesn't solve the legal design problem. It helps you access and customize documents. It doesn't decide whether your trust terms fit your family, or whether your deed and beneficiary designations align with the trust plan.

For self-directed users, it's efficient. For anyone uncertain about structure, it's easy to overestimate how much protection a downloaded form provides.

9. US Legal Forms

US Legal Forms is the large-catalog option. If you want a deep inventory of legal forms and don't mind selecting the right package yourself, it offers a wide range of state-specific documents for wills, trusts, deeds, and related filings.

This is less of a guided consumer product and more of a legal forms warehouse.

Best for repeat form users and confident selectors

US Legal Forms is useful for users who are comfortable navigating libraries and assembling the right document set without much wizard-based guidance. That may include landlords, small business owners, or families handling more than one legal project at once.

Its strengths are straightforward:

• Large form inventory: Helpful if your estate plan connects to deeds, affidavits, or other related documents.
• State-specific materials: Better than using generic forms with no state tailoring.
• Ongoing utility: Good for people who expect recurring legal document needs.

The weakness is also straightforward. More forms don't equal better legal judgment. A broad catalog can create more room for user error if you don't know which version you need, how to execute it correctly, or how to coordinate it with beneficiary designations and title work.

US Legal Forms is a resource-heavy option. It's not the one I'd give to a Utah client who wants simplicity.

10. Wealth.com

Wealth.com is different from everything above because it usually isn't a direct-to-consumer purchase. It's typically accessed through a financial advisor or firm, and that tells you who it's built for. This is a collaboration platform, not just a document generator.

If your planning already involves an advisor, multiple accounts, tax concerns, and coordinated professional input, Wealth.com is one of the more compelling options.

Best for advisor-led planning and higher complexity

One reason this category keeps growing is that the software itself is becoming more advanced. The global estate planning software market is estimated at USD 920.62 million in 2026 and projected to reach USD 2,615.17 million by 2035. Wealth.com makes sense inside that trend because it focuses on workflows, visualization, and coordinated planning rather than bare forms.

It's strongest when several people are involved in the plan:

• Advisor collaboration: Good for households already working with an RIA or wealth team.
• Scenario planning: Helpful when distributions, beneficiaries, and tax-sensitive choices need careful review.
• Professional oversight: Better aligned with supervised planning than consumer DIY.

This is not the tool for someone who is looking for a quick, inexpensive will tonight. It's for households already receiving advisory services and wanting estate planning integrated into that relationship.

Top 10 Wills & Trusts Software Comparison

Taking the First Step to Secure Your Legacy

The best wills and trusts software is the one that matches your actual situation, not the one with the slickest homepage. If your estate is simple, your goals are clear, and you're willing to follow execution instructions carefully, software can be a practical way to put core documents in place. That's especially true for basic wills, powers of attorney, and straightforward revocable living trusts.

But the off-ramp matters just as much as the recommendation.

Online estate-planning tools moved from a niche product into a widely reviewed consumer category by the mid-2020s, to the point that the National Council on Aging published a Best Online Will Makers of 2026 review. At the same time, adoption remained uneven. That same source notes that only 36% of people with household net worth under $1 million had an estate plan, will, or trust, compared with 90% above that threshold. Affordable software helps explain why more people are finally taking action. It lowers the barrier to getting started.

Still, software is not a substitute for legal analysis. In Utah, I'd stop using software and speak with an attorney if any of the following apply: you own real property in more than one state, you're in a second marriage, you want to treat children unequally for a reason, you need special needs planning, you're worried about creditor exposure, you want probate avoidance done correctly, or you expect conflict among family members. Those aren't edge cases. They're common facts.

There's also the issue of execution and consistency. For practitioners, one of the key technical advantages in estate-planning software is single-entry drafting, where client data is entered once and reused across wills, trusts, Medicaid planning, and VA planning documents. That reduces rekeying errors and helps keep complex document sets consistent. Consumers don't usually need to think about the term, but they should care about the underlying point. Estate planning breaks down when names, powers, asset descriptions, and backup roles don't line up across documents.

So start. Don't wait for perfect clarity.

If your estate is simple, choose one of the stronger consumer tools above and complete it. If your estate has any complexity, use software only as a research step and then talk with counsel. For Utah residents who want local help, BDJ Express Law is a Utah-based firm that handles wills, trusts, and powers of attorney as part of its estate-planning services.

If you're in Utah and aren't sure whether software is enough for your situation, BDJ Express Law can help you make that call. The firm serves clients across the Wasatch Front and works with individuals and families who need wills, trusts, and powers of attorney customized for real-life circumstances, not just filled-in templates.