Legacywyse
Why executors pick Legacywyse
Not an estate planning form builder. Legacywyse covers all aspects of estate settlement, because the work starts after someone passes.
Estate settlement software
Legacywyse vs Trust & Will
Trust & Will helps you create a will or trust. Legacywyse gives executors the recommended probate path, pre-filled forms, banking and inventory tools, and family review in one workspace.
Takes about 3 minutes. No subscription.
“The inventory tools alone probably saved me 100 hours.”
Victor L.
“So much information but it wasn't overwhelming.”
Marissa W.
“Properly documenting the closing of the estate is so important.”
Daniel J.
Trust & Will
Where Trust & Will is strongest
Trust & Will is strongest for estate planning before a death: state-specific wills, trusts, and powers of attorney built through a guided questionnaire.
Which estate software is best for you?
| Feature | Legacywyse | Trust & Will |
|---|---|---|
| Probate path | Dynamic tasks update as you progress through probate. | None |
| Documents | Every form pre-filled for you. Notarize, sign, and collect third-party e-signatures. | Estate planning documents: wills, trusts, and powers of attorney. |
| Banking & Finance | Discover hidden assets, organize bank accounts, open the estate operating account online. * | None |
| Real Estate | See the true resale value, estimated holding costs, and connect with a vetted broker. | None |
| Inventory | Automatic valuations and sale listing drafts. Bulk item upload with Autopilot video. | None |
| Family review | Uses a science-backed fair division algorithm to ensure items are distributed fairly. | None |
Built specifically for Texas executors. Full suite of smart tools to guide you through estate settlement and beyond.
$0
$79 per month
Trust & Will
Online wills and trusts. Probate is referred out to attorneys.
$199
One time. Attorney fees separate
Attorneys
Expensive and often not necessary for many estates.
$10,500
Commonly cited as 3-7% of estate value
Our story
Why we built Legacywyse.
When someone dies, the family gets handed a stack of legal work while they're grieving. Court dates, filing deadlines, and forms full of words no one ever taught you.
That's broken. Legacywyse walks you through probate the way a patient expert would: one step at a time, with the documents drafted for you and the real costs and timelines on the table.
No billable hours, no guesswork, and a finish line you can see from the start.
Connect to accounts from 10,000+ supported institutions.
Get started for free
Answer a few questions to get the recommended path, checklist, and documents that fit your situation. No subscription required.
Start the questionnaire
Takes about 3 minutes.