TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Estateably

    Score8.5 out of 10
    N/AEstateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.

    $99

    per file

    Trust & Will

    N/AN/ATrust & Will is an online estate planning documentation generation tool, from the company of the same name in San Diego, California. Sole proprietors can use Trust & Will's services to create a living trust to protect their interests. And small business owners can use the service in succession planning, and estate planning.

    $599

    one-time fee trust-based estate plan

    Pricing
    EstateablyTrust & Will
    Editions & Modules
    Basic Estate Administration
    $99
    per file
    Professional Estate Administration
    $199
    per file
    Basic Trust Administration
    $399
    per file
    Professional Trust Administration
    $499
    per file
    Enterprise Trust or Estate Administration
    Custom
    Trust-based Estate Plan
    $599
    one-time fee
    Self-guided Probate Plan
    $600
    one-time fee
    Probate Plan with Concierge Support
    $1750
    one-time fee
    Probate Plan with Attorney
    $5000
    one-time fee
    Offerings
    Pricing Offerings
    EstateablyTrust & Will
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    User Ratings
    EstateablyTrust & Will
    Likelihood to Recommend
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    EstateablyTrust & Will
    Likelihood to Recommend
    Estateably
    Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents.
    Incentivized
    Read full review
    Trust & Will
    No answers on this topic
    Pros
    Estateably
    • Minimizing taxes and administrative costs associated with the transfer of assets
    • Protecting assets from creditors and potential legal challenges
    • Simple interface and ease of use
    Incentivized
    Read full review
    Trust & Will
    No answers on this topic
    Cons
    Estateably
    • Some features could be simplified. I.e. removing the need to use financial advisors or attorneys to assist with estate planning process.
    • Cover a wider range of estate planning topics
    Incentivized
    Read full review
    Trust & Will
    No answers on this topic
    Alternatives Considered
    Estateably
    I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. The user interface was intuitive and straightforward, making it easy to navigate and complete the necessary paperwork. The platform also offered a wealth of resources, including articles and videos, to help me understand the legal and financial aspects of estate planning. This was particularly helpful as I am not an expert in this area.
    Incentivized
    Read full review
    Trust & Will
    No answers on this topic
    Return on Investment
    Estateably
    • Increase the efficiency of the Estate Planning process
    • Guarantee the correct management of digital documents, including the validations process
    • Expected reduction on taxes
    Incentivized
    Read full review
    Trust & Will
    No answers on this topic
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