LegacyVault Competitors

Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies. In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.

Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized - from providing content helping people through the tough questions to the service that organizes and helps users securely share everything from wills and insurance policies to your pet's needs and even favorite family recipes. Everplans Professional is used by financial professionals across the country who want to take multigenerational planning to the next level. Everplans was founded in 2011 by Adam Seifer and Abby Schneiderman, entrepreneurs with a passion for helping people and a proven track record of creating successful online communities.

Ethos is a technology company that makes getting life insurance easier, faster, and better for everyone. We leverage deep technology and data science in our mission to protect the next million families by streamlining the life insurance process so it's more accessible and convenient. We’ve issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. This full-stack technology platform is the backbone of family financial health. Ethos has raised over $400 million from Sequoia Capital, SoftBank Vision Fund 2, Accel, and Google Ventures (GV). We are listed in Forbes’ Top 50 Fintechs of 2020. Come join us on our mission to protect the next million families. https://www.ethoslife.com/self-serve-refer/?r=49884