Best Estate Planning Software: What to Look For in 2025

Estate planning is a complex process that requires precision, efficiency, and legal compliance. The right software can transform this traditionally time-consuming task into a streamlined experience for both individuals and professionals. But with so many options on the market, how do you choose the best estate planning software? Let's explore the key features to look for and some of the standout tools in 2025.

What Makes an Estate Planning Software Great?

When evaluating estate planning software, keep these critical factors in mind:

1. Ease of Use

The software should be intuitive and easy to navigate, catering to both seasoned professionals and those new to estate planning. Clear interfaces and guided workflows ensure that users can complete tasks with confidence.

2. Customization

Estate planning is never one-size-fits-all. The best tools allow users to tailor documents to their unique needs, whether it's creating specific types of trusts or incorporating digital assets.

3. Compliance with State Laws

Each state has unique legal requirements for estate planning documents. Reliable software must be regularly updated to ensure compliance with the latest laws, avoiding costly errors.

4. Collaboration Features

For professionals working with clients or teams, collaboration tools such as shared document editing, version tracking, and secure communication channels are essential.

5. Integration Capabilities

Modern legal professionals rely on a suite of tools. Estate planning software that integrates with practice management systems, client relationship management (CRM) platforms, and billing tools can save time and reduce manual work.

6. Security

Given the sensitivity of estate planning data, robust security features such as encryption, secure cloud storage, and compliance with data protection regulations are non-negotiable.

Top Estate Planning Software in 2025

Relaw.ai

Overview: Relaw.ai combines artificial intelligence with a user-friendly interface to revolutionize estate planning and law firm operations. Their comprehensive platform focuses on three core features: AI Interview Assistant, Automated Client Intake, and Document Automation.

Strengths:

AI Interview Assistant that provides real-time suggestions during client meetings, helping attorneys ask the right follow-up questions and capture more complete information
Automated Client Intake with secure client portals, progress tracking, and validation of client inputs
Document Automation using smart templates with conditional logic that adapt to client needs, reducing document creation time from hours to minutes
Enterprise-grade security with advanced encryption to protect sensitive client information
Seamless integrations with popular case management/CRM systems (SimpleLaw, Clio, MyCase, PracticePanther, etc.), draft platforms (WealthCounsel, InterActive Legal, Adapt), and payment processors
White-glove onboarding process with free personalized setup, including customized intake forms and document templates

Who Should Use It?: Legal professionals and firms looking for an all-in-one solution that streamlines client intake, document creation, and client interviews while maintaining the highest security standards.

WealthCounsel

Overview: WealthCounsel is a comprehensive software suite designed for estate planning attorneys. It offers a robust library of customizable templates and educational resources.

Strengths:

Extensive library of state-specific templates.
Practice management tools to help streamline operations.
Continuous education resources for legal professionals.

Who Should Use It?: Estate planning attorneys seeking a full-service solution with strong educational support.

Quicken WillMaker & Trust

Overview: Quicken WillMaker & Trust is a consumer-focused solution for creating basic estate planning documents. It's ideal for individuals looking for a DIY approach.

Strengths:

Affordable and easy to use.
Step-by-step guidance for creating wills, trusts, and healthcare directives.
Updated annually to reflect legal changes.

Who Should Use It?: Individuals seeking an entry-level estate planning tool for personal use.

ADAPT

Overview: ADAPT is a cloud-based platform for professionals, offering dynamic client intake forms and automated document generation.

Strengths:

Customizable questionnaires for collecting client data.
Automated drafting of state-compliant legal documents.
Integration with other legal tools for seamless workflows.

Who Should Use It?: Estate planning professionals aiming to save time and enhance client experiences.

Choosing the Right Software for You

When selecting estate planning software, consider your specific needs. Are you a legal professional managing multiple clients? Or are you an individual creating a basic will for the first time? Evaluate each tool's features, pricing, and compatibility with your workflow.

For law firms looking to maximize efficiency, platforms like Relaw.ai offer significant advantages through their AI-powered features. According to client testimonials, firms using Relaw.ai have experienced dramatic improvements in document creation speed and accuracy, with many reporting that "what used to take hours now takes minutes."

Why Estate Planning Software Matters

Estate planning software isn't just about efficiency—it's about ensuring that critical documents are accurate, compliant, and accessible. The best tools reduce the risk of errors, save time, and provide peace of mind for both professionals and individuals.

Modern solutions like Relaw.ai are transforming the industry by addressing common pain points:

Reducing data entry errors through automated intake forms
Eliminating costly revisions with smart templates and conditional logic
Enhancing client satisfaction with professional, streamlined experiences
Ensuring security compliance with bank-level encryption and security protocols

At Relaw.ai, we're committed to empowering professionals with cutting-edge AI technology to modernize the estate planning process. Our platform integrates client intake, document automation, and AI-assisted interviews in one seamless solution, helping attorneys save time, improve accuracy, and enhance client experience.

Ready to elevate your estate planning practice? Visit Relaw.ai to learn more about our features and pricing, or start with our free tier that gives you essential client intake tools at no cost, forever.