Trust & Will
8.0#1 in legal forms softwareFrom $4.08 a monthFree planAndroidiOSWebAPI
VisitTrust & Will vs Yourefolio
Yourefolio
5.9#20 in estate planning softwareFrom $107.92 a monthWebAPI
VisitWhat both publish
| Fact | Trust & Will | Yourefolio |
|---|---|---|
| Headquarters | The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States. | Westlake, Ohio, United States |
| Purpose | Trust & Will provides an online platform for creating or updating wills, trusts, and other estate planning documents. | Yourefolio is estate and legacy planning software for estate planning professionals. |
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
Yourefolio plans
- Individual License (monthly option)$124 a month
- Individual License$1,295 a year
- Multiple/Enterprise LicensingPriced on request
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.
Pick Yourefolio if…
Yourefolio is aimed at attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions. It fits professionals coordinating estate plans, trust funding, and client information.