Best Estate Planning Apps

215+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated July 2026

With an average user rating of 4.7★, the estate planning category is one of the App Store's strongest. Browse all 215+ apps we track, sorted so the most loved ones surface first.

Compare top Estate Planning Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Trust & Will: Estate PlanningTrust & Will: Estate PlanningFree4.9★ (93)YesNoJul 2026
2SideDrawerSideDrawerFree5.0★ (2)NoNoMay 2026
3SimplyTrust: Estate PlanningSimplyTrust: Estate PlanningFree5.0★ (10)NoYesJul 2026
4Ethos - Insurance & WillsEthos - Insurance & WillsFree4.6★ (6.7K)NoNoJul 2026
5Estate Sales - EstateSales.NETEstate Sales - EstateSales.NETFree4.8★ (9.9K)NoNoJul 2026
6Posterity Estate PlanningPosterity Estate PlanningFreeNoYesMay 2026
7Beneficiary PlanBeneficiary PlanFree5.0★ (7)NoYesJul 2026
8Tandem Estate PlanningTandem Estate PlanningFreeNoNoMay 2026

Top Picks for Estate Planning

SideDrawer#2

SideDrawer by SideDrawer Inc

Life Planning & Organization
Strong Contender
💰 Finance
5.0(2 ratings)
Free
SideDrawer screenshot 1
SideDrawer screenshot 2
SideDrawer screenshot 3
SideDrawer screenshot 4
SideDrawer screenshot 5
SideDrawer screenshot 6

Centralize all your important family documents and information in one secure digital space. Easily store financial assets, passports, bills, and more, accessible from any device. Share access with family and trusted advisors for seamless management.

More Estate Planning apps to explore

4
Ethos - Insurance & Wills
Ethos - Insurance & Wills
Ethos - Insurance & Wills
An Ethos Technologies company
Free

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

Instant life insurance decisionsNo medical exams requiredIntegrated Wills and Trusts
💰 Finance
(6.7K)
free with in-app purchases
5
Estate Sales - EstateSales.NET
Estate Sales - EstateSales.NET
Estate Sales - EstateSales.NET
Find estate sales near you
Free

Discover and track local estate sales, auctions, and liquidation events. Get instant access to thousands of sales nationwide with GPS-enabled directions and personalized filtering. Find hidden treasures and unique items with ease.

Locate estate sales and auctionsGPS-enabled driving directionsSearch by location or zip code
🌟 Lifestyle
(9.9K)
free
6
Posterity Estate Planning
Posterity Estate Planning
Posterity Estate Planning
by High Powered Help, Inc.
Free
💼 Business
(0)
7
Beneficiary Plan
Beneficiary Plan
Beneficiary Plan
Estate Planning
Free

Easily create essential legal documents like wills and trusts without a lawyer. Organize your assets, designate beneficiaries, and monitor your net worth. An AI assistant provides guidance, and catastrophic monitoring keeps you informed of potential impacts to your plan.

Asset tracking and organizationBeneficiary designationLegal document generation
💰 Finance
(7)
free with in-app purchases
8
Tandem Estate Planning
Tandem Estate Planning
Tandem Estate Planning
by Start Software
Free
💰 Finance
(0)
9
Legacy Safe
Legacy Safe
Legacy Safe
Streamline Your Legacy
Free

This app guides users through legacy planning, including creating wills, managing assets, and setting up family trees. It offers step-by-step instructions and access to legal professionals for comprehensive estate management.

Intuitive signup processGuardian/child profile creationGuided will creation
📊 Productivity
(4)
free with in-app purchases
10
Life Organizer & Estate Plan
Life Organizer & Estate Plan
Life Organizer & Estate Plan
Your Estate Planning Workbook
Free

This app guides users through family succession planning by securely storing important personal and financial information. It aims to simplify the process for loved ones during difficult times, ensuring all necessary data is accessible when needed. The goal is to make estate planning less stressful and provide a clear guide for family members.

Family succession planning guidanceSecure storage of important informationDocumentation of personal matters
🔧 Utilities
(4)
free
11
Trulia Rentals
Trulia Rentals
Trulia Rentals
Homes & Apartments for Rent
Free

Find apartments and houses for rent with detailed neighborhood insights. Explore listings, save favorites, and contact property managers easily. Discover your ideal living space with custom search options and instant alerts.

Browse rental listingsNeighborhood insights with photos and reviewsContact landlords with 1-click
🌟 Lifestyle
(308K)
free
12
Heartbeat Estate Planning
Heartbeat Estate Planning
Heartbeat Estate Planning
by Start Software
Free
💰 Finance
(0)
13
Trusty—The Estate Binder App
Trusty—The Estate Binder App
Trusty—The Estate Binder App
Share your wishes, securely.
Free

Securely record and share important estate information, including wishes, assets, and documents. Connect with trusted contacts for clarity and peace of mind in estate planning.

Build complete Estate BinderAdd Letters of WishesInvite trusted contacts
💰 Finance
(0)
free with in-app purchases
14
Estate Sales Near Me
Estate Sales Near Me
Estate Sales Near Me
Discover Estate Sales Near You
Free

Find local estate sales and online auctions happening near you. Connect directly with professional estate sale companies to discover unique items and manage sales. The app streamlines the process for both buyers and sellers.

Discover estate sales and online auctionsFollow sales and mark favoritesView sale dates, times, and details
🌟 Lifestyle
(6)
free
15
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
4900+ Qs & CFP Practice Tests
Free

Prepare for the Certified Financial Planner exam with over 3600 practice questions, mock tests, and detailed analytics. Master key financial planning concepts and track your progress to ace the exam.

3600+ practice questionsCFP mock test seriesIn-depth analytics
📚 Education
(121)
free with in-app purchases
16
Sell On EstateSales.org
Sell On EstateSales.org
Sell On EstateSales.org
Manage your sales and auctions
Free
💼 Business
(0)
17
Digital Will
Digital Will
Digital Will
Preserve. Protect. Pass It On.
Free

Secure your digital assets and personal legacy with an easy-to-use platform. Share memories, protect important accounts, and ensure your final wishes are clearly communicated to loved ones. Plan for the future without complex legal documents.

Protect digital life and accountsShare personal stories and memoriesSchedule future messages and gifts
🌟 Lifestyle
(51)
free
18
Horsepools Estate Planning
Horsepools Estate Planning
Horsepools Estate Planning
by Start Software
Free
💰 Finance
(0)
19
JCWT - Estate Planning
JCWT - Estate Planning
JCWT - Estate Planning
by Start Software
Free
💰 Finance
(0)
20
Bowman Estate Planning
Bowman Estate Planning
Bowman Estate Planning
by Start Software
Free
💰 Finance
(0)

FAQ about Estate Planning

What are the best estate planning apps for iPhone?
Trust & Will: Estate Planning tops our estate planning apps ranking as of July 2026, with a 4.9-star average from 93 App Store ratings, and it's free to download.
Yes — 20 of the top estate planning apps we rank are free to download, including Trust & Will: Estate Planning and SideDrawer.
Trust & Will: Estate Planning shows ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 215+ estate planning apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
Trust & Will allows you to create a Legal Will, Living Trust, Power of Attorney, Advance Healthcare Directive, HIPAA Authorization, and Guardianship Designations. All documents are state-specific and attorney-approved.
Trust & Will provides secure, encrypted access to your plan and personal information. The app is built with a focus on protecting your sensitive data.

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