What are the best Estate Planning legal AI tools?

The right tool depends on matter workflow, firm size, integrations, security requirements, and budget. LawyerAI currently lists 13 published tools in the Estate Planning legal workflow category and does not rank listings by advertising budget.

How should lawyers compare Estate Planning tools?

Start with workflow fit, then compare public pricing, security documentation, integration requirements, and editorial review status. Pilot shortlisted tools with representative legal work before adoption.

How does LawyerAI evaluate tools on this page?

LawyerAI separates directory listings from published editorial scores. Scores appear only after a dated review and follow the public Accuracy, Speed, Usability, Value, and Security methodology.

Independent Reviews

Independent directory of AI tools for solo practitioners, small firms, and in-house counsel.

Estate Planning AI Tools for Lawyers

AI-assisted platforms for wills, trusts, legacy planning, and estate document generation — making professional estate planning accessible without high attorney costs. This page lists 13 published tools in LawyerAI's independent directory. Use the structured profiles as a shortlist, then verify vendor claims before procurement.

My Legacy AI

Estate Planning

AI-powered all-in-one legacy planning platform covering wills, trusts, digital assets, and estate organization.

Accuracy

4.0

Speed

4.5

Usability

4.5

Value

4.5

Security

4.0

freemium

Reviewed May 2026

Related Paths for Estate Planning

Use these links to move from this shortlist into adjacent categories, workflow filters, glossary context, and named-tool comparisons.

Facet Filters

HubBrowse workflow facetsUse workflow pages to narrow this category by job to be done.
HubBrowse role-based facetsCompare tools by firm role, practice context, and team size.

Decision Resources

HubCompare named legal AI toolsMove from a shortlist to side-by-side vendor comparisons.
Resource2026 legal AI tools statisticsUse market-level adoption and category data for context.
GlossaryRetrieval augmented generationUnderstand the retrieval pattern behind many legal AI tools.

How to Evaluate This Shortlist

Workflow fit

Match the product to the exact legal task, matter volume, team size, and required integrations.

Evidence quality

Prefer dated reviews and public pricing, security, retention, and product documentation.

Procurement fit

Confirm contract terms, deployment, data handling, support, and total cost before adoption.

Compare named tools Review methodology Browse by legal role

Questions Lawyers Ask

What are the best Estate Planning legal AI tools?: The right tool depends on matter workflow, firm size, integrations, security requirements, and budget. LawyerAI currently lists 13 published tools in the Estate Planning legal workflow category and does not rank listings by advertising budget.
How should lawyers compare Estate Planning tools?: Start with workflow fit, then compare public pricing, security documentation, integration requirements, and editorial review status. Pilot shortlisted tools with representative legal work before adoption.
How does LawyerAI evaluate tools on this page?: LawyerAI separates directory listings from published editorial scores. Scores appear only after a dated review and follow the public Accuracy, Speed, Usability, Value, and Security methodology.

Willful

Estate Planning

Canada's leading online platform for creating legally valid wills and powers of attorney, serving residents across all provinces.

Hands-on review pending

paidPlans starting at $129; includes unlimited lifetime updates

Everplans

Estate Planning

Digital estate planning and document vault platform that helps individuals organize, store, and securely share critical life and end-of-life information with family and advisors.

Hands-on review pending

freemiumFree basic plan; premium tiers and enterprise pricing available for advisors and institutions

Gentreo

Estate Planning

Affordable online estate planning platform that lets families create, store, update, and share wills, trusts, and related documents in one place.

Hands-on review pending

paid$150 first year; $50/year renewal; Platinum Plan $500 first year

Lawgic

Drafting · Estate Planning

Patented document automation system that guides estate planning and family law attorneys through an intelligent Q&A process to generate complete, jurisdiction-specific legal documents.

Hands-on review pending

paidContact for pricing

Snug

Estate Planning

White-label estate planning software that enables financial advisors and estate planning attorneys to offer clients a structured intake, document creation, and asset organization workflow in one platform.

Hands-on review pending

paidContact for pricing

Trust & Will

Consumer Legal · Estate Planning

Online estate planning platform that enables attorneys and consumers to create, store, and share state-specific wills, trusts, and advance directives through a guided digital workflow.

Hands-on review pending

paidPlans from $199 (consumer); attorney platform pricing on request

InterActive Legal

Estate Planning

Cloud-based drafting platform that helps estate planning and elder law attorneys generate sophisticated, attorney-authored trust and estate documents across all 50 states.

Hands-on review pending

paidContact for pricing

Estateably

Estate Planning

Cloud-based estate and trust administration platform that automates probate workflows, accounting, and court-formatted filings for estate attorneys and fiduciaries.

Hands-on review pending

paidContact for pricing