The Best Estate Planning Tools in 2025

As we approach 2025, the landscape of estate planning is being transformed by innovative digital tools that streamline the creation and management of wills, trusts, and other essential documents. These platforms are making estate planning more accessible and efficient for both individuals and professionals. Here’s a curated list of the top estate planning tools to consider:

1. relaw.ai

Overview: re:law is an AI-powered estate planning assistant designed to revolutionize legal practice for attorneys, particularly in the realm of estate planning. By integrating advanced artificial intelligence, re:law enhances efficiency, accuracy, and client engagement, allowing legal professionals to focus on delivering exceptional service.

Key Features:

AI-Powered Legal Drafting: Create precise legal documents up to 10 times faster using your own templates enhanced by AI. Engage in chat-based refinements to perfect every detail, transforming hours of work into minutes.
Custom Template Management: Upload your existing templates and let AI adapt them for each case. re:law's machine learning understands your style and preferences, amplifying your expertise.
Automated Client Intake: Streamline client onboarding with smart forms that automatically trigger document creation upon completion, enhancing efficiency and client satisfaction.
Personal Research Agent: Access an AI research assistant that finds relevant cases, statutes, and legal precedents in seconds, providing instant insights and citations to strengthen your arguments.
Smart Document Vault: Securely store and instantly retrieve any document with AI-powered search. Find exactly what you need by describing it in natural language, even from past cases.

Why Choose re:law?: re:law stands out by combining cutting-edge AI technology with an intuitive platform specifically built for estate planning attorneys. Its comprehensive suite of features not only streamlines document drafting and client management but also enhances research capabilities and ensures top-tier security. With flexible pricing plans, re:law caters to solo practitioners and large organizations alike, making it a versatile choice for legal professionals seeking to modernize their practice.

2. ADAPT

Overview: ADAPT offers cloud-based automation for document creation and client intake processes, providing estate planning professionals with an efficient solution for gathering client input and generating custom legal documents.

Key Features:

Dynamic Interviews: Adapts to client needs, allowing for the creation of custom solutions with legally accurate drafted documents.
Customizable Client Questionnaires: Facilitates the collection of key client information and objectives via the cloud.
Comprehensive Document Templates: Includes a wide range of templates, such as wills, trusts, powers of attorney, and more, regularly updated to comply with state laws.

Why Choose ADAPT?: With its user-friendly interface and extensive template library, ADAPT enables professionals to efficiently create thorough and accurate estate planning documents tailored to their clients' specific needs.

3. InterActive Legal

Overview: InterActive Legal provides automated document drafting and assembly systems designed for estate planning and elder law attorneys, creating efficiencies in legal practice.

Key Features:

Wealth Transfer Planning: Offers sophisticated planning and drafting systems for managing complex client needs.
Elder Law Planning: Provides comprehensive tools for elder law attorneys, aiding in both planning and document preparation.
Educational Resources: Includes access to webinars, discussion forums, and a legal knowledge base to support continuous learning.

Why Choose InterActive Legal?: Known for its comprehensive solutions and support resources, InterActive Legal is a trusted choice for professionals seeking to enhance their estate planning services.

4. WealthCounsel

Overview: WealthCounsel offers a suite of estate planning software and resources designed to support legal professionals in drafting and managing estate planning documents.

Key Features:

Comprehensive Document Drafting: Provides a wide range of customizable templates for wills, trusts, and other estate planning documents.
Educational Materials: Offers continuous learning opportunities through webinars, articles, and community forums.
Practice Management Tools: Includes features that assist with client management and workflow optimization.

Why Choose WealthCounsel?: With its robust set of tools and educational resources, WealthCounsel supports legal professionals in delivering high-quality estate planning services.

5. Quicken WillMaker & Trust 2025

Overview: Developed by Nolo, Quicken WillMaker & Trust 2025 is a comprehensive software package that allows individuals to create customized estate plans, including wills, living trusts, health care directives, and financial powers of attorney.

Key Features:

User-Friendly Interview Format: Guides users through the process of creating documents at their own pace.
State-Specific Legal Information: Ensures documents comply with the laws of the user’s state.
Comprehensive Document Library: Includes a variety of essential estate planning documents beyond just wills and trusts.

Why Choose Quicken WillMaker & Trust 2025?: Ideal for individuals seeking a DIY approach, this software provides the tools needed to create a complete estate plan from home.

Choosing the Right Tool for Your Needs

When selecting an estate planning tool, consider the following factors:

User Experience: Look for platforms with intuitive interfaces that match your level of expertise.
Comprehensive Features: Ensure the tool offers all the documents and services you require.
Legal Compliance: Verify that the platform stays updated with current laws relevant to your jurisdiction.
Support and Resources: Access to customer support and educational materials can enhance your experience.

As the digital landscape continues to evolve, these estate planning tools are at the forefront of making the process more accessible and efficient. Whether you’re a legal professional or an individual planning your estate, the right tool can provide peace of mind and ensure your wishes are accurately documented.

Note: The information provided about these tools is based on publicly available resources and user reviews as of 2025. Always consult a legal professional or conduct your own research to ensure the tool meets your specific needs.

Conclusion

Estate planning is no longer confined to traditional processes or high legal fees. With tools like relaw.ai, ADAPT, InterActive Legal, WealthCounsel, and Quicken WillMaker & Trust 2025, both individuals and professionals can streamline the creation and management of essential estate documents. These platforms not only enhance efficiency but also democratize access to estate planning for a broader audience.