EstateWorks vs. Legacy Keeper
| Product | Rating | Most Used By | Product Summary | Starting Price |
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 EstateWorks | N/A | N/A | EstateWorks is purpose-built case management and workflow software for Trust & Estate organizations. | N/A |
 Legacy Keeper | N/A | N/A | Legacy Keeper is an Estate Planning App for families to work more closely with loved ones and professional advisors. It helps users to prepare for life events by securely centralizing and sharing estate planning documents, contacts, and digital accounts on the Legacy Keeper Estate Planning App. The app is built around an estate planning checklist with high and low-priority items. By providing access as needed to one's spouse, children, executor, estate planning lawyer, financial advisor, tax… | $40 per year |
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | Required | No setup fee | ||||||||||||||
| Additional Details | EstateWorks pricing is based on the number of users, with a separate one-time implementation fee. Pricing varies based on the size and requirements of the organization. Current pricing information is available on the EstateWorks website. | — | ||||||||||||||
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