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Legacy Keeper vs. Trust & Will

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Legacy Keeper

    N/AN/ALegacy 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

    Trust & Will

    Score6 out of 10
    N/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
    Legacy KeeperTrust & Will
    Editions & Modules
    Starter
    $0
    Premium
    $40
    per year
    Concierge
    $400
    per year
    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
    Legacy KeeperTrust & Will
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information