Best Estate Planning Software for Mac
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Compare the Top Estate Planning Software for Mac as of June 2026
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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.
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1
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
2
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109
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