Alternatives to Quicken WillMaker
Compare Quicken WillMaker alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Quicken WillMaker in 2026. Compare features, ratings, user reviews, pricing, and more from Quicken WillMaker competitors and alternatives in order to make an informed decision for your business.
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1
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
2
Fabric by Gerber Life
Fabric by Gerber Life
Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.Starting Price: Free -
3
FreeWill
FreeWill
It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.Starting Price: Free -
4
GoodTrust
GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.Starting Price: $149 one-time payment -
5
Trust & Will
Trust & Will
Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.Starting Price: Free -
6
eState Planner
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.Starting Price: $119 per month -
7
Wealth Docx
WealthCounsel
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement. -
8
Lawgic
Lawgic
Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting. -
9
Arken
Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.Starting Price: $140.29 per month -
10
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
11
LegalShield
LegalShield
LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.Starting Price: $26.95 per month -
12
Wealth.com
Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion. -
13
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
14
Eternal Pro
Eternal Pro
Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error. -
15
Rocket Lawyer
Rocket Lawyer
At Rocket Lawyer, we believe everyone deserves affordable and simple legal services. Our laws should protect and empower, but for too many of us, the law is out of reach, because of high costs and complexity. So, we’re changing things. Since 2008, we’ve helped over 25 million people and organizations obtain the legal help they need, at a price they can afford. Make legal documents for hundreds of purposes. We’ll ask questions to build a document that fits your needs. Get quick answers from real lawyers, easily. Ask any legal question, or have an On Call attorney review your document. Start your Premium Membership now and get legal services you can trust at prices you can afford. Securely share documentation with an attorney. Safely sign and store your contracts online. Get fast answers from licensed attorneys. Talk to an incorporation specialist about your options.Starting Price: $9.99 per document -
16
LegalZoom
LegalZoom
LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional. -
17
Standard Legal's Professional Edition
The Standard Legal Network
Standard Legal specializes in "pro se law" - often called "self-help law" or "do-it-yourself law". We provide the necessary overviews, information and instructions to help you create the legal documents you need to take on these common law-related issues. We cover topics like Last Will and Testament, Bankruptcy, Incorporation, Lease Agreements, Deeds, Employee Manual, Living Will, Living Trust, and more. With Standard Legal, anyone who can read straight-forward directions and answer specific questions about their personal situation can manage these common legal issues without the expense of hiring an attorney. That can be a savings of thousands of dollars! Our self-help software is instantly downloadable (with a mailed CD option for people who don't like to download or want an accessible backup). Each title contains all of the legal forms and comprehensive instructions needed to create the state-specific documents required for that law topic.Starting Price: $149 one-time payment -
18
Luminary
Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days. -
19
Elayne
Elayne
Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.Starting Price: $24/month -
20
Made For Law
Made For Law
Made For Law is a legal technology platform providing over 50 free, state-specific legal calculators and an embeddable lead generation system for attorneys and law firms across the United States. Calculator Coverage The free public library spans 11 legal categories: probate cost estimation, executor fee calculation, divorce financial planning, child support, personal injury settlement ranges, homestead exemption eligibility, Chapter 7 bankruptcy means testing, and more. All tools cover all 50 states and 3,000+ counties with state- and county-specific data. Attorney Lead Generation Law firms embed Made For Law calculators on their own websites using a no-code installation. Each embedded calculator captures visitor contact information, delivers branded results, and exports PDF summaries — automatically routing new leads to the firm's CRM, email, or intake workflow. Who It's For Solo attorneys, small firms, and midsize practices seeking a scalable, content-driven alternative tStarting Price: $49/mo -
21
LegalDepot
Legal Depot
Choose the document you'd like to create from our library of templates. All of our templates are sourced by attorneys to ensure that they're accurate, thorough and up to date. Your document will automatically update with the information you provide. It's also fully customizable so you can make updates to any section. Once your legal document has been created and customized to fit your needs, it's yours! Save it, print it and share it with anyone you choose. When LawDepot was founded in 2001, the first document we offered was a Promissory Note (that’s legalese for an IOU). The popularity of that document encouraged us to expand to meet your needs. We saw the importance of providing safe, accessible, and affordable legal resources to address the many real-life situations that people face. Today, we offer over 150 document templates suitable for use in all 50 states. Whether you’re interested in protecting your estate, lending money, managing a rental property, or setting up a business.Starting Price: $33 per month -
22
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
23
Easysoft Legal Software
Easysoft
Easysoft Legal Software-the most trusted & affordable solution for legal professionals in real estate and family law practices. It’s compliant and mobile device compatibility continue to make it the best legal calculating software for over 35 years. Easysoft Real Estate processes complex calculations for real estate transactions including automated CD and HUD, projected payments and cash to close, plus you can conduct title searches and complete1099-S reporting and file directly from the software. Easysoft Family Law offers state-specific software for family law attorneys and their staff, the New Jersey product features the Case Information Statement, worksheet comparisons, historical expenditures, child support worksheets and a time-saving client intake portal. Massachusetts Family Law software is coming soon. Ask about our product for New York uncontested divorces also. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com or call 1-800-905-7638 extension 1Starting Price: $69/month/user -
24
TrustedHeir
TrustedHeir
Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered. -
25
TurboLaw Document Software
Promethean Software
Access hundreds of New England legal templates and forms to assist with correspondence, drafting agreements and court appearances. Each can be quickly customized for immediate use. Never miss a billable minute with our automated time and billing software for attorneys. With LEAP and TurboLaw, you can access thousands of fully-editable, state-specific documents and forms, everything from multi-page financial documents with built-in automatic calculation to sample motions and form letters. Practice management and legal document software helps you put people before paperwork. -
26
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
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JurisDOC
JurisDOC
At JurisDOC, we know what automatic law document software needs to do to help a law firm. JurisDOC provides a comprehensive collection of forms and pleadings that cover more than 10 key areas of law including divorce, adoption, criminal defense, trusts and wills – the core cases that are the basis of most solo practices and small firms. Here at JurisDOC, we believe our automatic legal form and document assembly software can help your practice increase efficiency and profitability, but we’ll let you be the judge. Created by attorneys, for attorneys, our software allows you to collect, edit or add all the law forms you need to complete your casework. Use our comprehensive tutorials to learn everything from case creation to document editing.Starting Price: $50 per user per month -
28
Complex Interests
Complex Interests
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.Starting Price: $2000.00/year -
29
Quicken
Quicken
Keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, retirement, and credit card accounts - all in one place.* Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll stick to. See what’s coming in and what’s going out. Check what your balances will be after paying bills. And get alerts so you never miss a due date.* Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.* Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.Starting Price: $29.99 per year -
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PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
31
Quai Des Notaires
Essentiel Notaires
Quai des Notaires facilitates and speeds up your exchanges and the processing of your file (succession, sale, etc.) from its creation to the signing of the notarial deed. You move forward directly with your notary, in complete transparency, wherever you are. Quai des Notaires develops the most innovative technologies while respecting the norms and standards of the profession enacted by the High Council of Notaries. Each referenced notary is committed to the Quai des Notaires charter. Quai des Notaires is the “agile” platform that boosts the notarial process! Innovations that free you, such as certified video-signature: practical and reliable, it allows you, for example, to sign and certify a power of attorney or a private deed with your Notary, in a few minutes! Quai des Notaires gives you access to useful additional services: legal, tax and real estate information and news; legal consultations with specialists; heritage studies and strategies; calculation simulators. -
32
TurboLaw Time and Billing
Promethean Software
Access hundreds of New England legal templates and forms to assist with correspondence, drafting agreements and court appearances. Each can be quickly customized for immediate use. Never miss a billable minute with our automated time and billing software for attorneys. With LEAP and TurboLaw, you can access thousands of fully-editable, state-specific documents and forms – everything from multi-page financial documents with built-in automatic calculation to sample motions and form letters. LEAP automatically sync’s your data from day one. Providing access to your matters wherever you are working, and your choice of device. Work on your matters whether you’re in the office, at home, or meeting with clients. Create, share, and collaborate on your matters and legal documents anywhere, anytime, from multiple devices with a single sign-on. -
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Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
34
US Legal Forms
airSlate
US Legal Forms is a leading publisher of national and state-specific legal forms. With an extensive online library of legal templates, detailed guidelines, online completion and notary services, US Legal Forms empowers anyone to execute legal documents online quickly and easily while staying compliant with state and federal laws.Starting Price: $8 per month -
35
VERDICT.COM
VERDICT.COM
VERDICT.COM is an AI-powered legal research platform that makes legal clarity accessible to everyone. Search 5M+ real court opinions, get AI-powered case analysis with verified citations, browse 500+ legal document templates, and find attorneys from a directory of 1.8M+ lawyers across 30+ states. The platform generates UPL-compliant research briefs with favorable and unfavorable precedents, procedural requirements, and remedy types — legal research, not legal advice. Features include a document editor with AI copilot, file upload with text extraction, and court records search. Free tier available, paid plans from $8/month for expanded access, web search, and advanced document features with 350+ templates. Marketplace for legal help available shortly.Starting Price: $8 -
36
LegalNature Pro
LegalNature
Online Legal Documents and Services that are State Compliant and Easy to Access. Thousands of people, from business owners to attorneys, use LegalNature every day to manage their business and personal affairs. Create, download, and print your documents at any time from any device. We walk you through each legal form step by step. With our services, you get the peace of mind that our specialists are handling the legal stuff and you can do what you know best. Get access to everything with a LegalNature+ subscription. Create, edit, and store unlimited versions of all documents. You'll get a secure personalized dashboard that stores all of your legal forms. Create, edit, download, and print your documents at any time from any device. Quickly create new documents or business services. Over 3,000 five star reviews from our customers. Your documents and information are always kept private. -
37
Flow
Flow
Forget Excel, draw, monitor and keep track of your cash flow. It is as easy as money in, money out and what left is your savings. Simulate the future state of your assets and liabilities, see how your net worth evolves over time as a function of the real estate and financial markets and inflation environment. Evaluate various investment scenarios. Simulate the outcome of your plan in various Future states of the world. From recessions to rampant inflation to job and income loss. -
38
Ochresoft Intelliworks
Ochresoft
Ochresoft’s core product, Intelliworks, is a market-leading legal case management and workflow solution designed by lawyers for lawyers that helps law firms streamline and automate complex legal work such as conveyancing, private client services, probate, wills, LPAs, and general legal matters while reducing risk and administrative burden. It combines intelligent automation with tailored workflows, complete matter tracking from client onboarding to resolution, and a rich legal content library that is automatically updated to reflect changes in law, regulation, and best practice, ensuring compliance and consistency in service delivery. Intelliworks integrates case management, document management, audit trails, and task reminders within a single platform to improve efficiency, reduce errors, and free legal teams from routine tasks. It also supports seamless integration with external systems and desktop tools to reduce data re-entry and enhance productivity. -
39
Probate Finder OnDemand
Probate Finder OnDemand
Identify decedent information, locate probated estates, file probate claims, and increase your recoveries. Remove manual work and realize a positive return on investment when pursuing estate recoveries. Our proprietary DOD Finder™ database houses 120 million date-of-death records, combining multiple data sources and providing a nearly 20% lift over the social security administration’s death master file. Continuous scrubbing of our proprietary Probate Finder® database, combined with multiple database cross-references produces the most accurate source of estate information available. Automate claim package processing to adhere to the thousands of court-specific requirements, and protect your right to payment through timely probate claim presentation. Increasing consumer debt and an aging America, among other societal factors, mean companies can no longer afford to write off decedent debt. Remove manual probate work and maintain process ownership. -
40
Notaron
Notaron
Notaron is a Remote Online Notary (RON) platform that enables individuals and businesses to securely notarize documents online through live video sessions with licensed notaries. The platform supports a wide range of use cases including real estate closings, legal documents, affidavits, and powers of attorney. Built for both notaries and organizations, Notaron provides identity verification, digital certificates, tamper-evident documents, and compliant audio/video recording. Notaries can serve their own clients or receive orders through the platform, while businesses can streamline workflows with scalable, fully digital notarization processes.Starting Price: $25 -
41
Paxton AI
Paxton AI
Paxton is an AI legal assistant that helps lawyers quickly learn new areas of law, rapidly draft and compare documents, deepen discovery, and conduct securities filings and regulatory research. Paxton is trained on 60M+ legal documents, including all published federal case law, most state case law, all state and federal statutes, as well as the SEC's EDGAR. Attorneys can also upload their documents, videos, and audio files to query them or to train Paxton to write like them. -
42
Gravity Legal
Gravity Legal
Helping Law Firms Accept and Manage Client Funds. Gravity Legal reduces the risk, cost, and administrative burden of accepting payments and managing funds in a trust or IOLTA account. Accept Payments with Ease Accept Credit & Debit Cards. Accept Funds via Bank Transfer. How does it work? STEP 1. Attorney or firm administrator creates a secure payment link. STEP 2. Attorney or firm administrator sends link to client in an email, text message, or invoice. STEP 3. Client clicks link and makes a single payment. Track & Transfer Funds. Split Deposits Safely distribute funds from a single payment into trust, IOLTA or operating account. Transfer Funds. Transfer and track the movement of funds between trust and operating accounts. Trust Account Protection. Automatic protection from processing fees and other 3rd party debits. Comprehensive Developer API. Access Gravity Legal’s features through a comprehensive RESTful API. -
43
Dragon Legal Anywhere
Nuance Communications
Nuance’s Dragon Legal Anywhere helps attorneys, judges, clerks, paralegals, and other legal professionals create high-quality documentation, in less time, by using the power of their voice. Legal documentation should be dictated by legal practitioners, not technology limitations. Conversational AI empowers legal teams to document more naturally. Dragon Legal Anywhere’s specialized vocabulary means professionals can dictate contracts, briefs, or format legal citations and other legal documentation, 3X faster than typing, with up to 99% accuracy right from the first use. Speak freely and as much as you like with no per-user limits—legal professionals can stay productive anywhere and focus on their clients and business rather than the technology. Create custom voice commands to insert standard clauses into documents. Or create step‑by‑step commands to automate multi‑part workflows by voice. -
44
LegalStream
LegalStream, LLC
LegalStream’s tech enabled legal and medical care coordination service makes finding health providers, collecting records and bills, and streamlining settlements as easy as possible for personal injury attorneys and their clients. Our medical care concierge team provides white-glove service in order to reduce costly errors in the personal injury process. Search for an attorney by location and specialty that will address all of your legal needs. It's free and easy to use! A brief questionnaire will give your attorney key information which will allow them to better assist you in your case. Receive key information from your attorney and health providers such as medical appointment reminders, documents, and case status updates in real time. Tap into one of the largest networks of personal injury attorneys across the nation. With LegalStream’s online directory, you can easily search for an attorney by specialty and location to help find the best attorney for your case. -
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TopDogLegal
TopDogLegal
Track potential clients, sign-up percentages by an attorney, and referral source. Use TopDogLegal criminal law software to make more money. Sync your calendar to Google Calendar and your iPhone, Droid, Blackberry, or other cell. Use TopDogLegal criminal law software for on the fly access to your files. TopDogLegal criminal law software is the ultimate solution for paperless law office software. All documents can be uploaded quickly. Our legal software provides money-making features for criminal law attorneys. Criminal law software for attorneys with custom features for other law practice areas as well. -
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DocVerify
DocVerify
An electronic signature, or e-Signature, is an electronic indication of intent to sign or agree to the contents of a document. Now with DocVerify, you can securely sign, store and manage 100% legally binding documents from anywhere and anytime. The entire process of document signing can be conducted seamlessly in the cloud eliminating paper, hassles, and wasted time while saving money. DocVerify is an industry-standard eSignature solution, trusted by both businesses and individuals every day. Perfect for Realtors and Real Estate, Healthcare, Finance, Legal, Start-Ups, and many more. DocVerify's e-notary platform provides the tools a notary needs to enable the notary or an organization with notaries to provide either electronic notarizations and/or remote online notarizations to their respective clients.Starting Price: $10.00 per user per month -
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AceMoney
MechCAD
You can immediately start saving time and money with AceMoney. No steep learning curve, no spending hours jumping through the hoops trying to do simple operations. You do not have to be an accountant to use it. It is so easy you will actually enjoy it! It even tracks your crypto currency. Quicken folks, AceMoney can easily convert your data too! You will appreciate speed and efficiency of AceMoney. AM is an award-winning, Quicken alternative personal finance software. Microsoft Money Users, AM now supports a simplified migration procedure. A typical set of accounts can be converted in less than 10 minutes. AM will import all your transactions, accounts, categories, payees and more. It is a perfect Microsoft Money alternative.Starting Price: $44.95 one-time payment -
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JurisOffice
JurisOffice
JurisOffice is a seamless and user-friendly lawyer directory designed to bridge the gap between attorneys and clients, offering a straightforward, intuitive platform for all your legal needs. Users can explore various legal issues, including family law, bankruptcy, criminal law, disability, real estate, employment, immigration, personal injury, and taxes, with subcategories such as divorce, child support, DUI/DWI, elder law, social security, wrongful termination, citizenship, car accidents, business taxes, and audits. The platform features a selection of attorneys across different practice areas, enabling clients to discover their ideal lawyer with ease. JurisOffice also provides resources, a blog, and contact information to assist users in navigating their legal concerns. -
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Close It
Display Systems
DisplaySoft™ provides Real Estate Closing & Title Software with CFPB and RESPA compliant HUD forms (Closing Disclosure, HUD-1, GFE and our very own HUD Look for quick cash deals), ALTA Statements, Seller Documents, Title Commitments/Policies, 1099 filing, Data Call, Amortization Schedules & Escrow for Title Companies & Real Estate Attorneys. Generates the original HUD-1, GFE & Closing Disclosure for purchase/sale and refinance along with Balance Sheets, separate buyer/seller statements and ALTA forms. Generates a variety of fully built in Deeds, Notes & Affidavits. Import your own Microsoft Word™ documents into Your Forms for an easy to use forms maker. Generates replicas of Commitments, Policies & Endorsements. Generate a CPL & Jacket. Contains commonly used schedule B-I and B-II clauses, built in and editable. -
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GaLexy
Legal Suite
Galexy is a customized enterprise management software for corporate and in-house general counsel with solutions for Contract and Matter Management, E-Billing, E-Signature, Document Management, Board Management, and Intellectual Property Solutions. As leading global provider of Enterprise Legal Technology®, Legal Suite supports corporate legal departments, in-house counsel, and general counsel's legal performance by providing its expertise in the fields of Enterprise Legal Management (ELM), Contract Lifecycle Management (CLM) and Governance, Risk and Compliance (GRC). Legal Suite’s software for in-house counsel addresses the day-to-day needs of legal departments such as: Contracts, Matter Management, Corporate Entities, Litigation, Power of Attorney, Intellectual Property, Real Estate, E-Billing, Legal Hold, Collaborative Portal, etc. With offices in North America, Europe, and the Middle East, the Legal Suite group can call on more than 20 years of experience, over 1,500 projects.
