Best Estate Planning Software

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Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.

FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.

Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time.

Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.

Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error.

LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.