Estate Planning

Secure Your Families Financial Future

Secure Your Families Financial Future

Advertising Disclosure

FinSpot.guide may earn a commission when a user completes an action using our links, which will however not affect the review but might affect the rankings. The latter is determined on the basis of product market fit and compensation received.

The information contained in FinSpot.guide should not be conceived as legal, financial or investment advice nor as an endorsement of any of the products or services referenced in FinSpot.guide. As disclosed in the Terms and Conditions all information on FinSpot.guide is subject to change. FinSpot.guide does not contain an exhaustive list of all lending or insurance partners in each category.

FinSpot researches the best financial options available in the US today so that you don’t have to! Our team of dedicated researchers scour the internet to give you the advice and assistance you need to make an informed decision. The following list of estate planning providers and software have been reviewed by our editors and meet FinSpot standards for coverage and reliability. Explore the best tools to streamline your financial management, maximize tax savings, and make informed decisions for your financial future. Review key features, services, and customer ratings.

Find Your Match

Last Updated:
December 2024

Our rating system - FinSpot Star Ratings are based on editor research and expertise. Please do your own research before making any financial decisions.

Best Value
1
9.8
FinSpot Rating
Smart Estate Planning. Unlimited Will, Trust & Directives.
  • Family plan, no extra fee: Each individual can create their own plan.
  • Smart Digital Vault: Easily organize your digital life and legacy.
  • Best value on the market: It’s never been easier to get more, for less.
Popular Choice
2
9.5
FinSpot Rating
Estate Planning Made Easy
  • Create your Will, Create your Trust, or Start Probate.
  • Take it one question at a time.
  • Navigate estate planning and settlement with ease.
3
9.4
FinSpot Rating
A Powerful Estate Planner Without The High Costs
  • Our 'interview' process walks you through every step, removing all of the guesswork.
  • Make wills, living trusts, powers of attorney, living wills, and more
  • Compare bundles and choose the one that works best for you!
Trusted by 1M+
4
9.1
FinSpot Rating
Make consistent, reliable profits from the stock market
  • VectorVest analyzes 18,000+ stocks daily and gives simple buy, sell, or hold ratings on each
  • Try 30 Days for $9.95
  • Hassle-free refund guarantee
5
8.9
FinSpot Rating
Everything you need to settle your loved one’s estate is right here.
  • Rated Excellent on Trustpilot
  • Trusted by Americans in times of need.
  • Book a free consultation
6
8.4
FinSpot Rating
Help protect your family's future with an estate plan
  • Last will and testament
  • Healthcare power of attorney
  • And much more!

Our Methodology: How we found estate planning tools for our audience

Research. Research. More research. It’s really that simple. Our dedicated team of online experts scour the internet every single day to find the best options available for our audience. We want to help save you money, and we want the process of saving to be easy for you to complete. The recommendations we provide are selected based on the following criteria; reliable service, ease of application, and trusted source. FinSpot wants you to be able to select the best option for you, and then move on with your life to focus on the things that matter, like family, friends, and a healthy life. Take a look at the following list and do your own research as well. We’re confident you’ll be satisfied with our selections.

Estate Planning Solutions for You and Your Family
1
GoodTrust
Smart Estate Planning. Unlimited Will, Trust & Directives.
  • Family plan, no extra fee: Each individual can create their own plan.
  • Smart Digital Vault: Easily organize your digital life and legacy.
  • Best value on the market: It’s never been easier to get more, for less.

Everything you need in one smart plan. Get it all with Estate+.

One plan. Only $149.

An all-in-one plan that makes it easy to protect your physical and digital assets, provide clear instructions on how you want to be cared for, and name guardians for your children and pets. Finish everything in minutes.

Will:

  • Ensure clarity with physical and digital assets
  • Assign guardianship for your minor children
  • Leave a legacy with heirlooms, gifts, & more

Trust:

  • Have maximum control over your affairs
  • Save time & money by avoiding probate court
  • Includes pour-over will for full protection

Estate planning shouldn’t be expensive or complicated. Let’s make a difference together.

Why we chose GoodTrust: Each step of your document is simplified into a fill-in-the-blank experience that you tackle at your own pace. The average time to complete an entire estate plan is about 20 minutes depending on the complexity. You can easily take breaks and return anytime. You can also store and share your documents in your private Digital Vault - you have the keys and decide who has access and when.

Keep track of your online accounts, organize your essential documents, and share important information. You can share any digital asset with your family today or only if something happens to you. You have the keys and decide who has access and when.

2
Trust & Will
Estate Planning Made Easy
  • Create your Will, Create your Trust, or Start Probate.
  • Take it one question at a time.
  • Navigate estate planning and settlement with ease.

Whether creating your estate plan or settling someone else’s, our easy-to-use products are designed to help you rest assured.

All of your estate planning needs in one place.

  • Will: A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.
  • Trust: Get all of the coverage of a Will plus reduce the burden on those you leave behind by avoiding probate court.
  • Probate: Probate on your terms. Choose the plan and level of support that's right for your unique situation.

Every state is unique and has it’s own set of laws. We’ve done the legwork to make sure you have the right documents and resources, whether creating your estate plan or managing someone elses. We’ve helped hundreds of thousands of people secure their legacies. We’d be honored to help you do the same.

See your progress and anticipate what’s next with our step-by-step process. We break everything down into bite-sized tasks that you can take at your own pace.

Why we chose Trust & Will: Fast, secure, and easy to use. A complete and customized estate plan or a petition ready for probate in less than 30 minutes. All of your information is kept safe and secure using bank-level encryption. If you have questions along the way their team of experts are standing by to help. Get the peace of mind you deserve. Select the product that's right for you and create an account.

3
Quicken Willmaker & Trust
A Powerful Estate Planner Without The High Costs
  • Our 'interview' process walks you through every step, removing all of the guesswork.
  • Make wills, living trusts, powers of attorney, living wills, and more
  • Compare bundles and choose the one that works best for you!

Nolo's WillMaker & Trust helps you create an estate plan at your convenience.

Our 'interview' process walks you through every step, removing all of the guesswork. Make wills, living trusts, powers of attorney, living wills, and more for everyone in your immediate family.

WillMaker Annual Membership - How it Works:

  • Build an estate plan that suits your family's needs
  • Create your documents in a secure online portal
  • Access your plans anytime, anywhere, on any device
  • Revise documents at any time during membership
  • Store your documents in our secure data vault
  • Receive legal updates for your state of residence
  • Receive new features and technical updates
  • Get unlimited technical and customer service support
  • Avoid risk with our no-hassle refund policy

Need help deciding what documents you need? We can help. Just answer a few questions and get an expert recommendation.

Why we chose Willmaker: Now offering vault storage with Everplans. Easily share your estate plan with family, close friends, and trusted advisors. Safely store wills, trust, passwords, funeral wishes and so much more with a comprehensive shareable digital vault.

4
VectorVest
Make consistent, reliable profits from the stock market
  • VectorVest analyzes 18,000+ stocks daily and gives simple buy, sell, or hold ratings on each
  • Try 30 Days for $9.95
  • Hassle-free refund guarantee

VectorVest has outperformed the S&P500 by over 2000% for 20+ years

We’ve given over 1 million investors actionable market guidance to help grow their portfolios.

The VectorVest Engine™: analyzes 18,000+ stocks every day and gives a simple buy, sell, or hold rating on each. This guidance reliably guides you on when to buy low and sell high.

25 Years of Accurate Market Predictions: VectorVest has called every major market move over the past 25 years. The chart below shows VectorVest buy and sell signals at major market turns dating back to 2000.

  • Buy/sell signals based on mathematical models
  • Accurate assessments of the value of 16,000+ stocks
  • Analyze stocks in seconds w/proprietary indicators
  • Free quick start course & investment coaching
  • Market timing gauge tells you when you get in/out
  • Watchlists of highest rated stocks across strategies
  • Automated backtesting & portfolio management
  • Free US-based live phone support

Try 30 days for only $9.95! Hassle-Free refund guarantee.

5
ClearEstate
Everything you need to settle your loved one’s estate is right here.
  • Rated Excellent on Trustpilot
  • Trusted by Americans in times of need.
  • Book a free consultation

Our mission is to empower estate executors by delivering transparent estate settlement solutions through the combination of highly trained professionals and state-of-the-art technology.

Heavy reliance on lawyers and accountants can add up quickly and not only eat away a sizeable part of your loved one’s estate but can also add confusion and stress during already difficult times. At ClearEstate, we support families by completely removing estate administration from their concerns.

Our unique solutions could help you save:

  • Over 120 hours of paperwork
  • More than $8,500 in all kinds of fees
  • Countless headaches

Estate settlement can be complex. Let us take that burden off your shoulders and do all the heavy lifting for you. Book a free consultation today.

Why we chose ClearEstate: Estate planning doesn’t have to be expensive or difficult. ClearEstate will help you create a comprehensive will, appraise and create an inventory of your estate, and develop strategies to ensure that your loved ones’ inheritance doesn’t get eaten up by taxes and fees.

Talk to estate experts for advice on trusts, living inheritances, and power of attorneys.

6
LegalZoom
Help protect your family's future with an estate plan
  • Last will and testament
  • Healthcare power of attorney
  • And much more!

Estate Plan Bundle - Best value (save $100+)

Save on multiple documents. Get a living will, financial power of attorney, and either a last will or living trust—plus consultations with independent attorneys—for one low price. From $249.

Who is LegalZoom?

  • We're for the many. The many people determined to succeed, the goals that motivate them, the loved ones who inspire them.
  • We're for technology that makes it easy, attorneys and tax experts who make it seem effortless, and trusted partners who make the next hurdle feel like less of a leap.
  • We're for opening doors, opening a second location, and opening eyes to what's possible. We're for empowering people to take the first step and every step after. We're for making sure everybody gets a fair shot.

In 2001, we established ourselves as a tech company dedicated to making legal help accessible to all. With that mission in mind, we launched 10 online services, focusing on estate planning, business formation, and intellectual property protection.

Why we chose LegalZoom: Their customers are at the center of everything they do, and they’re laser focused on being a trusted partner at every step of their journey. They work tirelessly to provide access to the tools and expertise people need to start and grow their businesses and plan for the future of their families financial situations. They understand and constantly think about customers’ most critical challenges today, so they can make them more successful and hassle-free tomorrow.

Safeguarding Tommorrow

Embarking on the path of estate planning may initially seem like a distant endeavor, but the significance of laying a solid foundation for your family's future can't be overstated. In this comprehensive guide, we'll delve deeper into the intricacies of estate planning, shedding light on its multifaceted nature and providing in-depth insights into selecting the ideal provider in the United States.

Unraveling the Layers of Estate Planning:

At its core, estate planning transcends the mere creation of a will; it is a meticulous and holistic process aimed at orchestrating the seamless distribution of assets, managing personal affairs, and articulating healthcare preferences in the event of unforeseen circumstances. To fully appreciate the importance of this endeavor, we need to understand the key components that constitute a robust estate plan.

Key Components of Estate Planning:

  1. Will and Trusts: Beyond a basic will, trusts offer an additional layer of control over asset management and distribution, providing flexibility to adapt to changing circumstances.
  2. Power of Attorney: Granting authority to a designated individual ensures the seamless execution of financial and medical decisions should you become incapacitated.
  3. Healthcare Directives: Articulate your medical treatment preferences and appoint a trusted proxy to make decisions on your behalf, ensuring your wishes are honored.
  4. Beneficiary Designations: Regularly review and update beneficiary designations on life insurance policies, retirement accounts, and other assets to align with evolving family dynamics.

Choosing the Right Provider:

The pivotal decision of selecting an estate planning provider necessitates a thorough evaluation of several key factors to ensure your unique needs and preferences are met with precision.

  • Experience and Expertise: Prioritize providers with extensive experience in the field, as a seasoned background often translates to a nuanced understanding of the intricacies involved in crafting effective estate plans.
  • Comprehensive Services: Opt for a provider offering a comprehensive suite of services, ranging from wills and trusts to power of attorney and healthcare directives, ensuring all aspects of your estate are meticulously addressed.
  • Transparent Pricing: Scrutinize the provider's fee structure, seeking clarity to avoid any unwelcome surprises down the road. Transparent pricing fosters trust and ensures a clear understanding of the financial commitment involved.
  • Client Reviews: Delve into client reviews and testimonials to gain insights into the provider's reputation and client satisfaction levels. Positive testimonials can be indicative of a provider's commitment to delivering quality services.
  • Accessibility and Communication: Choose a provider known for clear communication and accessibility. A provider who prioritizes client engagement and promptly addresses queries contributes to a smoother and more satisfactory estate planning experience.
  • Legal Compliance: Verify the provider's licensing and adherence to state laws, ensuring that your estate plan is crafted within the legal framework. Staying abreast of industry regulations showcases the provider's commitment to legal compliance.

As you navigate the intricate landscape of estate planning, the choices you make today will resonate across generations. Choosing the right estate planning provider in the US is not merely a transaction; it is an investment in the security and well-being of your loved ones. By embracing this holistic approach and selecting a provider aligned with your values, you can embark on a journey towards tomorrow with confidence, knowing that your legacy is not only preserved but thriving.

Subscribe to our newsletter!

What are you looking for?

Credit Cards

Cash-back and travel reward cards that put a little bit back into your pocket

Insurance

Accidents happen - make sure you’re covered no matter what

Personal Loans

Loans and personal lines of credit from the best providers in the US

Online Banking

Explore our selection of modern banking solutions you can access from anywhere

Credit Checks & Monitoring

Keep track of your credit score and earn amazing rewards as you go

Mortgages

Check out our list of mortgage options to start your journey to owning a new home.