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Private Wealth Daily

Estate planning

Financial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.

9 vendors · Updated October 26, 2026

News on Estate planning in your edition and on My Desk.
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Serves

Showing 9 of 9Most complete profiles first, then A to Z

Daffy

Flat-fee donor-advised fund with access for clients' financial advisors

  • RIAs

Financial planningPer account

Everplans

Digital vault for client legacy planning, sold to advisory firms

  • RIAs

Client experienceCustom quote

FreeWill

Online estate planning tools, with Estately software for financial advisors

  • RIAs

Financial planning4 integrationsCustom quote

Luminary

AI estate planning software for wealth managers and advisors

  • RIAs
  • Family offices
  • Banks and trust companies

Financial planning6 integrationsCustom quote

Voyant

Cash flow and advanced wealth planning software for advisors

  • RIAs
  • Broker-dealers
  • Family offices
  • Banks and trust companies

Financial planning2 integrationsPer seat

Tick two to four vendors, then compare them side by side.

Estate planning: questions to ask before you buy

  1. How do plans update when account data changes?
  2. Can clients use the plan themselves, and what do they see?
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