The short answer

You're researching estate planning tools and two names keep coming up: Trust & Will and EstateClarity. They sound like alternatives. They're not.

Trust & Will helps you create estate documents — wills, trusts, powers of attorney, healthcare directives. EstateClarity helps you understand what those documents actually do once they exist — who inherits what, in what order, and where the gaps are.

Most families benefit from both, at different points in the workflow. This guide explains what each tool is built for, what they cost, and how to decide.

At a glance

What is Trust & Will?

Trust & Will is a paid online estate planning service founded in 2017. You answer a guided questionnaire and the platform generates legally-binding estate documents — wills, revocable living trusts, powers of attorney, and healthcare directives — without requiring you to visit a law office. Documents are reviewed by attorneys, and you can pay for additional attorney support.

What it does well:

• Step-by-step questionnaires designed for non-lawyers
• Attorney chat support on higher tiers
• US-state-specific document templates
• Membership tiers from basic wills to full trust packages

What it doesn't do:

• Tell you who actually inherits what across all your accounts (because beneficiary designations on retirement accounts, life insurance, and joint property override your will)
• Identify mismatches between your will and your beneficiary designations
• Walk an executor through the probate process after a death
• Cover Canadian provinces

What is EstateClarity?

EstateClarity is an estate visualization tool. It doesn't create new documents — it shows you, in plain English and clear visuals, what your existing plan actually does. You bring in your will, your beneficiary designations, your trust if you have one, and your asset inventory, and EstateClarity maps it all into a single picture: who inherits what, in what order, with what conditions, and where the gaps are.

What it does well:

• Free will preview with no account required
• Estate Visualization unlock for $19.99 one-time
• Executor Toolkit for $49.99 one-time per estate, with probate steps for your specific US state or Canadian province
• Coverage of all 50 US states and all 10 Canadian provinces
• Sarah Mitchell, EstateClarity's openly-disclosed AI Client Experience Lead, available 24/7
• Built-in sharing for advisors, attorneys, and family

What it doesn't do:

• Create a new will or trust from scratch
• Replace an attorney for legally-binding documents
• Provide ongoing legal advice

When to use Trust & Will

Use Trust & Will when:

• You don't have a will yet and need one
• You want a living trust without going to an attorney's office
• You want attorney-supported documents under one roof
• You're in the United States (Trust & Will doesn't cover Canada)

When to use EstateClarity

Use EstateClarity when:

• You already have estate documents and you're not sure they all line up
• You want to see, visually, who inherits what under your current plan
• You're preparing to act as executor and need a step-by-step guide for your jurisdiction
• You're a financial advisor or CPA who wants to walk clients through their estate visually
• You're in the United States or Canada

When to use both

Most families benefit from using both tools at different stages:

1. Documents don't exist yet. Start with Trust & Will (or work with an attorney) to create your will, trust, and ancillary documents.
2. Documents are in place. Bring those documents into EstateClarity to confirm what they actually do, identify gaps with beneficiary designations, and pressure-test the plan before something happens.
3. After a death. Use EstateClarity's Executor Toolkit to walk through probate step by step in your jurisdiction.

This isn't competitive positioning — Trust & Will produces documents EstateClarity doesn't, and EstateClarity provides visualization and gap analysis Trust & Will doesn't. The two tools sit at different points in the estate planning workflow.

Pricing side by side

Trust & Will

• Will-based plan: $159
• Trust-based plan: $599
• Optional attorney support: additional fee
• US states only

EstateClarity

• Free will preview: $0, no account required
• Estate Visualization unlock: $19.99 one-time
• Executor Toolkit: $49.99 one-time per estate
• Advisor Professional plan: $49 per month (25 client analyses, branded sharing, analytics)
• Advisor Team plan: $149 per month (5 team members, 100 analyses, CRM integration, directory listing)
• Advisor Enterprise: custom pricing
• Coverage: US states and Canadian provinces

A complete setup using both tools could range from $179 (Trust & Will basic + EstateClarity visualization) up to $649+ depending on whether you need a trust and an executor toolkit.

A note on legal complexity

Neither Trust & Will nor EstateClarity replaces an estate attorney for genuinely complex situations: blended families with stepchildren, business ownership, multi-state property, large taxable estates, special needs planning, or cross-border estates with US and Canadian assets. For those, work with an attorney — and bring the resulting plan into EstateClarity so the family can see what was built.

Which one is right for you?

A simple decision tree:

• No will yet? Trust & Will (US) or an attorney is your starting point.
• Have a will but not sure what it does? EstateClarity.
• Acting as executor for a deceased family member? EstateClarity's Executor Toolkit.
• Live in Canada? EstateClarity for visualization; for will creation, see a Canadian estate planning service or lawyer (Trust & Will is US-only).
• Financial advisor or CPA? EstateClarity's advisor plans give you visual reviews you can run with clients in 20 minutes.

If you're still not sure, the EstateClarity will preview is free with no account required. You can see what the tool does on your situation before deciding whether to unlock the full visualization.

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