EstateView
6.2#15 in estate planning softwareFrom $41.67 a monthWeb
VisitEstateView vs Trust & Will
Trust & Will
8.0#1 in legal forms softwareFrom $4.08 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | EstateView | Trust & Will |
|---|---|---|
| Headquarters | Clearwater, Florida, United States | The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States. |
| Purpose | EstateView models estate planning strategies against a client estate and generates client-ready presentations, letters and PowerPoints. | Trust & Will provides an online platform for creating or updating wills, trusts, and other estate planning documents. |
EstateView plans
- Monthly$49.99 a month
- Annual$499.99 a year
Trust & Will plans
- Basic membershipFree
- Essentials membership$49 a year
- Will Plan$199, paid once
- Attorney Support$299, paid once
- Attorney support add-on$299 a year
- Trust Plan$499, paid once
Pick EstateView if…
EstateView fits advisors, estate-planning attorneys, and CPAs who model strategies and prepare client materials. It suits teams needing state-aware calculations and AI document review rather than legal-document drafting.
Pick Trust & Will if…
Trust & Will may suit people who want to prepare estate planning documents online, including wills or trusts. Its app supports document review and asset tracking, while editing and plan changes are done on the website.