Best Estate Planning Software for Mac

What is Estate Planning Software for Mac?

Estate planning software supports individuals, families, financial advisors, and legal professionals in creating, managing, and reviewing plans that govern how assets are handled during life and after death. These tools help draft key legal documents—such as wills, trusts, powers of attorney, and healthcare directives—while ensuring adherence to state‐specific laws. They also enable scenario modeling (for example, forecasting estate tax liability or asset transfer strategies) to assist with decision making. By centralizing client data, assets, document versions, and collaboration with advisors or heirs, these platforms reduce manual work, minimize errors, and enhance transparency. Ultimately, estate planning software empowers users to build efficient, comprehensive legacy plans with greater peace of mind. Compare and read user reviews of the best Estate Planning software for Mac currently available using the table below. This list is updated regularly.