How we make this list: we compare pricing pages, product documentation and public user reviews. Ratings come from G2, Capterra or Trustpilot, with the date we checked them.
What Is the Best Estate Planning Software for Attorneys?
The best estate planning software for most attorneys is Gavel, because it combines trust and will drafting automation with client intake from 83 dollars a month, and it is still fully operational after its June 2026 acquisition by Relativity. If your firm drafts from a maintained national library and needs depth on complex trusts, WealthCounsel is the best alternative, with more than 1,000 documents curated for all 50 states. For a solo attorney who wants to add AI plan analysis at no cost, Trust and Will EstateOS is the best pick, free during its attorney beta.
Key takeaways
- Gavel is the best all round pick, with drafting automation plus intake from 83 dollars a month.
- WealthCounsel is the drafting library standard, with Wealth Docx and more than 1,000 documents.
- Trust and Will EstateOS is free during its attorney beta, the cheapest way to add AI plan analysis.
- Statular suits solos and midsize firms that want drafting and intake in one flat fee platform.
- Only two vendors in this guide publish full pricing, so expect quotes and user reported figures for the rest.
How Much Does Estate Planning Software for Attorneys Cost in 2026?
Only two of the eight vendors in this guide publish full pricing. Gavel lists its plans from 83 dollars a month, with its Exec tier at 160 dollars per user per month, and Trust and Will EstateOS is free during its attorney beta. The rest hide pricing behind a demo or a quote. WealthCounsel does not publicly list standard pricing, and the only public figure is secondhand: user reports of plans from around 500 dollars a month, billed annually.
Statular lists Essentials at 495 dollars a month and Growth at 895 dollars a month in third party pricing data, with custom documents only on its quote based Advanced tier. Spellbook is reported in a 99 to 350 dollar a month range. Estate Engine uses flexible pricing, either pay per completed plan or a monthly volume plan, and Wealth.com and Interactive Legal are both quote based. Ask every vendor for the annual cost at your plan volume and the cost of adding a second attorney, because per user and per plan pricing change the math fast.
What Should Estate Planning Software for Attorneys Actually Do?
Good estate planning software for attorneys does four jobs. It drafts wills, revocable trusts, powers of attorney, and health care directives from a maintained template library, with state specific content. It automates the intake, so client answers flow into the documents without retyping. It analyses existing plans, flagging gaps in documents your firm did not draft. And it keeps the plan, the funding, and the client record together.
The feature that separates the leaders is the drafting library. WealthCounsel sits on more than 1,000 documents maintained by an in house legal team, and Interactive Legal offers interview driven drafting from a maintained library with complex tax planning depth. Gavel takes the other route: it automates your own templates with no code rules, which suits firms that already have documents they trust. The second separator is intake: Gavel, Statular, and Estate Engine all build intake into the drafting flow.
How Do I Choose the Right Estate Planning Software?
Start with how your firm drafts today. If you draft from a maintained national library and want the deepest trust and tax planning content, shortlist WealthCounsel and Interactive Legal. If you draft from your own templates and want to automate them, shortlist Gavel, Estate Engine, and Statular. If you analyse existing plans for new clients, shortlist Trust and Will EstateOS and Wealth.com.
Next, check the price model against your volume. A solo attorney drafting five plans a month pays very differently on a flat 495 dollar subscription than on a pay per completed plan model, so work out your monthly plan count before you take a sales call. Then check the AI claims: ask the vendor to show the drafting assist inside Word on a real trust, and to show how it flags an inconsistency.
Worked Example: A Solo Attorney Drafting 10 Plans a Month
Take a solo attorney who completes 10 estate plans a month. On Gavel at 83 dollars a month, the software cost is 8.30 dollars per plan. On Statular Essentials at 495 dollars a month, the cost is 49.50 dollars per plan. On WealthCounsel at a user reported 500 dollars a month billed annually, the cost is about 50 dollars per plan. On Estate Engine pay per completed plan, the cost depends on the per plan fee, which the vendor quotes by volume.
The cheapest tool depends on volume, not on the headline price. A solo drafting three plans a month should favour pay per plan or the free EstateOS beta, while a firm drafting 30 plans a month should favour a flat subscription. Always ask for the annual cost at your actual plan count.
Quick comparison
| Tool | Best for | Starting price | Free plan |
|---|
 Gavel | Drafting automation plus client intake across practice areas | From $83 per month, Exec $160 per user per month, official, checked 15 Nov 2026 | Free trial (7 days) |
 Trust and Will EstateOS | AI plan analysis for attorneys at no cost during beta | Free during attorney beta, official, checked 15 Nov 2026 | Free during beta |
 WealthCounsel | Trust and will drafting from a maintained national library | Quote, user reported from about $500 per month billed annually, checked 15 Nov 2026 | No free trial, demo only |
 Wealth.com | Plan analysis and visualisation for advisors and attorneys | Quote, no published price list, checked 15 Nov 2026 | No free plan stated |
 Interactive Legal | Firms leaving WealthCounsel that still need complex planning depth | Quote, no published price list, checked 15 Nov 2026 | No free plan stated |
 Statular | Solos and midsize firms wanting drafting with templates and intake in one flat fee | Essentials $495 per month, Growth $895 per month, third party reported, checked 15 Nov 2026 | Free trial (7 days) |
 Estate Engine | Solos who want their own templates plus modern intake without a membership | Flexible, pay per completed plan or a monthly volume plan, third party reported, checked 15 Nov 2026 | Free trial, no credit card |
 Spellbook | Drafting assist inside Word for wills and trusts | Reported $99 to $350 per month range, third party reported, checked 15 Nov 2026 | Free trial |
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| Tool | Best for | Starting price | Free plan |
| Gavel | Drafting automation plus intake | From $83 per month | Free trial (7 days) |
| Trust and Will EstateOS | AI plan analysis at no cost | Free during attorney beta | Free during beta |
| WealthCounsel | Trust and will drafting library | Quote, user reported from about $500 per month | No free trial |
| Wealth.com | Plan analysis and visualisation for advisors and attorneys | Quote | No free plan stated |
| Interactive Legal | Complex trust and tax planning depth | Quote | No free plan stated |
| Statular | Drafting with templates and intake in one flat fee | Essentials $495 per month, third party reported | Free trial (7 days) |
| Estate Engine | Solos wanting their own templates plus modern intake | Flexible, pay per completed plan | Free trial |
| Spellbook | Drafting assist inside Word | Reported $99 to $350 per month range | Free trial |
#1Gavel
Best for: Drafting automation plus client intake across practice areas5.0/5 on
G2 (11 reviews, checked Oct 2026)
Visit gavel.io
Starting priceFrom $83 per month, Exec $160 per user per month, official, checked 15 Nov 2026
Free planFree trial (7 days)
Gavel, formerly Documate, is the strongest pick for most estate planning attorneys because it automates the documents a firm already trusts. Workflows combine attorney reviewed templates with the flexibility to automate your own documents, starting at 83 dollars a month, and Gavel Exec adds AI drafting assistance inside Word at 160 dollars per user per month. Client intake, questionnaires, and workflow logic are included, so the answers a client gives flow into the draft without retyping. The trade off is scope: Gavel is a general document automation tool, so a firm that wants a maintained estate planning library must supply its own templates.
What we like- Automates your own Word and PDF templates with no code rules, client intake and workflow automation included, still fully operational after the June 2026 Relativity acquisition
Watch out for- Broader than estate planning alone, so a firm that wants a maintained estate library must bring its own templates
#2
Trust and Will EstateOS
Best for: AI plan analysis for attorneys at no cost during beta
Visit trustandwill.com
Starting priceFree during attorney beta, official, checked 15 Nov 2026
Free planFree during beta
Trust and Will EstateOS crossed from the consumer will market into attorney software on 12 January 2026, with more than 500 attorneys joining at launch per the company. It analyses existing plans and ingests documents, which is the job a firm does when a new client arrives with a plan drafted elsewhere. During the attorney beta it is free, which makes it the best way to add AI plan analysis at zero cost. It is not a drafting library: it analyses and visualises plans rather than drafting trusts and wills from templates. The price after beta is unknown, so treat the free tier as a trial rather than a permanent cost.
What we like- Plan analysis and document ingestion at zero cost during beta, more than 500 attorneys joined at launch, built by the consumer estate planning brand
Watch out for- Free only during beta, so the price after launch is unknown, and it is an analysis tool rather than a full drafting library
Starting priceQuote, user reported from about $500 per month billed annually, checked 15 Nov 2026
Free planNo free trial, demo only
WealthCounsel is the incumbent for a reason. Wealth Docx, its trust and will drafting system, sits on a library of more than 1,000 documents maintained by an in house legal team, with content curated for all 50 states for over a quarter century. Membership tiers run from Essential and Elder Law Professional, which include Wealth Docx Core, up to Trusts and Estates Professional, Elite, and WealthCounsel plus LEAP, which add Wealth Docx Complete for sophisticated trusts and charitable planning. The trade off is cost and weight: pricing is not publicly listed, user reports put plans from around 500 dollars a month billed annually, and there is no self serve trial.
What we like- Wealth Docx drafting system on a library of more than 1,000 documents maintained by an in house legal team, content curated for all 50 states, membership includes education and an attorney community
Watch out for- No published pricing, user reported plans start around 500 dollars a month billed annually, and there is no self serve trial
#4
Wealth.com
Best for: Plan analysis and visualisation for advisors and attorneys
Visit wealth.com
Starting priceQuote, no published price list, checked 15 Nov 2026
Free planNo free plan stated
Wealth.com is the plan analysis pick for firms that work beside financial advisors. Its Ester Intelligence extracts and summarises existing estate plans, and its visualisation tools show clients what their plan actually does. The company raised a 65 million dollar Series B in April 2026 and secured approvals at the three largest US broker dealers, giving it access to more than 50,000 advisors. The limitation for an attorney buyer is access and price: Wealth.com is advisor facing, attorneys reach it through its Attorney Network, and pricing is quote gated with no published figures.
What we like- AI plan analysis with Ester Intelligence extraction and summaries, approvals at the three largest US broker dealers, strong funding after a 65 million dollar Series B in April 2026
Watch out for- Quote gated pricing with no published figures, and advisor facing, so attorney access runs through its network
Starting priceQuote, no published price list, checked 15 Nov 2026
Free planNo free plan stated
Interactive Legal is the closest like for like alternative to WealthCounsel on drafting sophistication. It offers interview driven drafting from a maintained library, with the complex and tax planning depth firms need for sophisticated trusts and charitable planning. That makes it the natural shortlist for a firm leaving WealthCounsel that still needs serious drafting content. The trade off is that it carries the same premium price and weight as the tool it replaces, and pricing is quote based with no published figures.
What we like- Interview driven drafting from a maintained library, serious complex and tax planning depth, the closest like for like alternative to WealthCounsel on drafting sophistication
Watch out for- Premium price and weight, same as what a firm leaving WealthCounsel is trying to escape, and no published pricing
#6
Statular
Best for: Solos and midsize firms wanting drafting with templates and intake in one flat fee
Visit statular.com
Starting priceEssentials $495 per month, Growth $895 per month, third party reported, checked 15 Nov 2026
Free planFree trial (7 days)
Statular is the closest all in one flat fee platform for solos and midsize firms that want drafting with templates and intake in one subscription. Essentials costs 495 dollars a month and Growth 895 dollars a month in third party pricing data, with branded intake built in. The flat fee is the attraction: a firm knows its monthly cost whatever its plan volume, and the 7 day trial needs no credit card. The trade off is rigidity: one fixed monthly tier applies regardless of volume, and custom documents only come on the quote based Advanced tier.
What we like- Attorney controlled drafting with state and county organised templates, branded intake built in, flat monthly fee with a 7 day trial
Watch out for- One fixed monthly tier regardless of volume, and custom documents only come on the quote based Advanced tier
#7
Estate Engine
Best for: Solos who want their own templates plus modern intake without a membership
Visit estate-engine.com
Starting priceFlexible, pay per completed plan or a monthly volume plan, third party reported, checked 15 Nov 2026
Free planFree trial, no credit card
Estate Engine is the pick for a solo attorney leaving a premium membership who still wants modern intake. It gives deterministic drafting from your own templates, with the same output every time and no generative AI in the draft, plus branded intake built in. Pricing is flexible instead of a premium membership: pay per completed plan or a monthly volume plan, with a free trial that needs no credit card. The trade off is the library: Estate Engine has a thin maintained national library, so a firm that needs deep trust and tax planning content should shortlist WealthCounsel instead.
What we like- Deterministic drafting from your own templates with the same output every time, branded dynamic intake built in, flexible pricing instead of a premium membership
Watch out for- Thin maintained national library, and not a full practice management or CRM suite
#8Spellbook
Best for: Drafting assist inside Word for wills and trusts4.7/5 on
G2 (29 reviews, checked Oct 2026)
Visit spellbook.legal
Starting priceReported $99 to $350 per month range, third party reported, checked 15 Nov 2026
Free planFree trial
Spellbook is the drafting assist pick for attorneys who already draft in Word and want AI help inside the document rather than a separate platform. It produces will and trust first drafts, flags inconsistencies in existing drafts, and works where attorneys already spend their day. That makes it a good companion to a template library rather than a replacement for one. The limitation is price transparency: the 99 to 350 dollar a month range is third party reported, with no published price list, so ask for the written quote.
What we like- Will and trust first drafts inside Word, flags inconsistencies in existing drafts, works where attorneys already draft
Watch out for- The 99 to 350 dollar range is third party reported with no published price list, and it assists drafting rather than replacing a template library
We picked tools that are live and purchasable in November 2026, with a clear attorney facing estate planning use case. We favoured tools with trust and will drafting, existing plan analysis, client intake, and drafting assist inside Word, and we checked each vendor homepage before listing it. Where a vendor publishes a price we state the vendor figure, and where a figure comes from a third party we label it. Last verified: 15 November 2026. Quoted prices depend on firm size and plan volume, so confirm the figure for your firm before buying.
Frequently asked questions
What is the difference between attorney software and consumer will software?
Consumer will software such as Trust and Will, LegalZoom, and FreeWill helps a person make their own will. Attorney software such as WealthCounsel, Gavel, and Interactive Legal helps a lawyer draft wills and trusts for clients, with state specific content and intake. The two serve different buyers and should not be compared as substitutes.
Is WealthCounsel worth 500 dollars a month?
It depends on your drafting volume and complexity. A firm drafting many complex trusts from a maintained national library gets value from the 1,000 document library. A solo drafting simple wills and revocable trusts will likely do better on Gavel at 83 dollars a month or on Estate Engine pay per plan. Work out your cost per plan first.
What happened to Gavel after the Relativity acquisition?
Relativity acquired Gavel on 12 June 2026. The platform is still fully operational, and its pricing still starts at 83 dollars a month with Exec at 160 dollars per user per month.
Should I use AI to draft estate plans?
AI can produce first drafts and flag inconsistencies, which is what Spellbook and Gavel Exec do inside Word. It should not replace attorney review, because the documents carry tax and family consequences. Use AI for speed and checking, and keep the attorney as the author of record.
What should I test in a demo?
Ask the vendor to draft a revocable trust from your own intake answers, then to analyse an existing plan your firm did not draft and flag its gaps. Check that the output matches your templates word for word. If the demo only works on the vendor's own test data, the tool will not survive your real files.
Sources we checked (11)
- https://www.gavel.io
- https://www.trustandwill.com
- https://www.wealthcounsel.com
- https://www.wealth.com
- https://www.interactivelegal.com
- https://www.statular.com
- https://www.estate-engine.com
- https://www.spellbook.legal
- https://aitoolsbakery.com/blog/best-ai-tools-for-estate-planning-attorneys/
- https://www.gavel.io/alternatives/wealthcounsel-vs-gavel-workflows
- https://estate-engine.com/best-wealthcounsel-alternatives/
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
Shihab Mia · Founder, Rankite
Shihab has 5+ years in B2B and SaaS SEO. He writes Rankite's software buying guides from pricing pages, documentation and public user reviews. More about Shihab.