EstateView
Financial planning
Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors
- Built for
- RIAs
- Pricing · Region
- Per seat · US
- Works with
- DecisionVault
Estate planning
Financial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.
- 12 vendors
- Updated October 26, 2026
- Free, editorial
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12 Estate planning vendors
Most complete profiles first, then A to Z · No company pays to be listed or for where it appears
Envestnet MoneyGuide
Financial planning
Goals-based financial planning software for advisors
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Per seat · US
- Works with
- Fidelity, Altruist, Orion, Addepar +15 more
Daffy
Financial planning
Flat-fee donor-advised fund with access for clients' financial advisors
- Built for
- RIAs
- Pricing · Region
- Per account · US
- Works with
- None listed yet
EncorEstate Plans
Financial planning
Estate document creation and trust funding service for financial advisors
- Built for
- RIAs
- Pricing · Region
- Per transaction
- Works with
- None listed yet
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Everplans
Client experience
Digital vault for client legacy planning, sold to advisory firms
- Built for
- RIAs
- Pricing · Region
- Custom quote
- Works with
- None listed yet
FreeWill
Financial planning
Online estate planning tools, with Estately software for financial advisors
- Built for
- RIAs
- Pricing · Region
- Custom quote · US
- Works with
- Salesforce, Redtail, Wealthbox, Hargrove Firm (attorney network)
IronClad Family
Client experience
Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households
- Built for
- RIAs, Family offices
- Pricing · Region
- Tiered · US
- Works with
- Redtail, eMoney
Luminary
Financial planning
AI estate planning software for wealth managers and advisors
- Built for
- RIAs, Family offices, Banks and trust companies
- Pricing · Region
- Custom quote
- Works with
- Orion, Addepar, Black Diamond, Salesforce +2 more
Ren
Financial planning
Donor-advised fund and charitable giving platform for wealth firms
- Built for
- RIAs
- Pricing · Region
- Custom quote
- Works with
- None listed yet
Trust & Will
Financial planning
Online estate planning platform for advisors and their clients
- Built for
- RIAs, Banks and trust companies
- Pricing · Region
- Free tier, paid plans · US
- Works with
- None listed yet
Voyant
Financial planning
Cash flow and advanced wealth planning software for advisors
- Built for
- RIAs, Broker-dealers, Family offices, Banks and trust companies
- Pricing · Region
- Per seat · US
- Works with
- Oxford Risk, Plannr
WealthTec
Financial planning
Cash flow, estate and charitable planning software plus outsourced plan illustrations for advisors to the ultrawealthy
- Built for
- Not listed yet
- Pricing · Region
- Per seat · US
- Works with
- None listed yet