The Best Estate Planning Tools in 2025

Estate planning has undergone a dramatic transformation in 2025, with AI-powered platforms revolutionizing how attorneys and individuals create, manage, and execute estate plans. These digital tools now offer unprecedented efficiency, accuracy, and accessibility. This guide examines the five most innovative estate planning solutions available today, with key insights to help you select the right option for your needs.

Key Takeaways

AI-powered platforms can reduce document drafting time by up to 90%
The best tools offer both document automation and legal research capabilities
Client intake automation is now a standard feature in top solutions
Security and compliance features are critical selection factors
Specialized tools for attorneys provide significantly more value than generic solutions

1. Relaw.ai

Overview: Relaw.ai stands as the industry leader in AI-powered estate planning technology for 2025. This comprehensive platform combines advanced artificial intelligence with intuitive design to transform how attorneys handle estate planning, trust administration, and probate matters.

Key Features:

AI Document Automation: Create complex legal documents in minutes instead of hours using proprietary large language models specifically trained on estate planning law. The system adapts to your preferences and drafting style while ensuring legal accuracy.
Client Intake Revolution: The automated intake system collects client information through customizable smart forms that trigger document creation workflows, reducing administrative overhead by up to 80%.
Legal Research Assistant: Access an AI research agent that instantly analyzes thousands of cases, statutes, and legal precedents to provide relevant citations and insights for complex estate planning scenarios.
Secure Document Vault: Store all client documents with bank-level encryption and retrieve them using natural language search (e.g., "Find John Smith's pour-over will from last year").
Template Management System: Upload your existing templates and let the AI customize them for each client's unique situation while maintaining your preferred language and formatting.
Client Communication Portal: Facilitate secure document sharing and communication with clients through an encrypted portal that simplifies the review and approval process.

Why Choose Relaw.ai?: With its purpose-built AI for estate planning law, Relaw.ai delivers unmatched efficiency gains while maintaining the highest standards of legal accuracy. The platform's intuitive design requires minimal training, and its flexible pricing model accommodates solo practitioners and large firms alike. Most users report ROI within the first month of implementation.

2. ADAPT Estate Planning Suite

Overview: ADAPT has evolved into a comprehensive cloud-based solution that specializes in document automation and client intake for estate planning professionals.

Key Features:

Intelligent Document Assembly: Creates legally sound documents based on jurisdiction-specific requirements and client inputs.
Client Portal: Offers a secure interface for clients to provide information and review documents.
Automated Workflows: Streamlines the entire estate planning process from intake to document execution.
Document Library: Includes over 200 customizable templates covering various estate planning scenarios.

Why Choose ADAPT?: ADAPT excels in creating standardized yet customizable document packages, making it ideal for firms that prioritize efficiency in handling routine estate planning matters.

3. InterActive Legal

Overview: InterActive Legal combines sophisticated drafting tools with extensive educational resources for estate planning attorneys.

Key Features:

Advanced Drafting System: Offers clause-by-clause customization for complex estate planning documents.
Knowledge Base Integration: Provides contextual legal information during the drafting process.
Collaborative Platform: Enables multiple attorneys to work on the same estate plan simultaneously.
CLE and Training Resources: Includes access to continuing education materials and expert guidance.

Why Choose InterActive Legal?: Best suited for attorneys handling high-net-worth clients with complex estate planning needs who value both drafting assistance and educational support.

4. WealthCounsel Drafting Solutions

Overview: WealthCounsel offers a comprehensive suite of document automation tools specifically designed for estate planning professionals.

Key Features:

Wealth Transfer Planning Tools: Specialized solutions for creating sophisticated estate plans.
Business Planning Integration: Seamlessly combines business succession and estate planning.
Community Resources: Access to a network of estate planning professionals for collaboration.
Regular Legal Updates: Ensures all templates remain compliant with changing laws.

Why Choose WealthCounsel?: Ideal for attorneys seeking a balance between powerful drafting capabilities and community support from fellow estate planning professionals.

5. Quicken WillMaker & Trust 2025

Overview: The latest version of this consumer-focused software enables individuals to create basic estate planning documents without attorney assistance.

Key Features:

Guided Document Creation: Step-by-step interview process for creating wills, trusts, and powers of attorney.
State-Specific Documents: Customizes documents based on the laws of the user's state.
Digital Storage: Secure cloud storage for completed documents.
Annual Updates: Regular software updates to reflect changes in state laws.

Why Choose Quicken WillMaker?: Best for individuals with straightforward estate planning needs who prefer a DIY approach for creating basic documents.

How to Choose the Right Estate Planning Tool

When evaluating estate planning software in 2025, consider these critical factors:

Factor	What to Look For
User Type	Professional-grade tools for attorneys vs. consumer solutions
AI Capabilities	Advanced automation features that save time while ensuring accuracy
Document Complexity	Support for sophisticated planning strategies vs. basic documents
Security Features	End-to-end encryption, access controls, and compliance certifications
Integration	Compatibility with your existing practice management software
Pricing Structure	Subscription models that align with your practice size and volume

For attorneys handling multiple estate plans monthly, AI-powered solutions like Relaw.ai offer the most significant return on investment through dramatic time savings and enhanced accuracy.

The Future of Estate Planning Technology

As we move through 2025, several trends are shaping the evolution of estate planning tools:

Hyper-personalized AI: Systems that learn your drafting preferences and legal reasoning
Predictive Analytics: Tools that identify potential issues in estate plans before they arise
Blockchain Integration: Secure, immutable storage of estate planning documents
Virtual Execution: Remote witnessing and notarization capabilities
Client Education Automation: AI-powered systems that explain complex concepts to clients

These innovations are making estate planning more accessible while simultaneously enabling attorneys to deliver higher quality service to more clients.

Conclusion

The estate planning landscape has been transformed by sophisticated AI-powered tools that dramatically improve efficiency and accuracy. While consumer options like Quicken WillMaker serve basic needs, professional platforms like Relaw.ai are revolutionizing how attorneys practice estate planning law.

By leveraging these advanced tools, estate planning professionals can focus on providing strategic advice rather than routine document preparation. The result is better client service, increased practice profitability, and more accessible estate planning for all.

For attorneys seeking to stay competitive in 2025, implementing an AI-powered solution is no longer optional—it's essential. Visit www.relaw.ai today to discover how our platform can transform your estate planning practice.