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Service & Software Global Estate Planning Software Market 2025 by Company, Regions, Type and Application, Forecast to 2031

  • RnM4653670
    • |
  • 05 December, 2025
    • |
  • Global
    • |
  • 144 Pages
    • |
  • GIR
    • |
  • Service & Software

According to our (Global Info Research) latest study, the global Estate Planning Software market size was valued at US$ 751 million in 2024 and is forecast to a readjusted size of USD 1647 million by 2031 with a CAGR of 12.0% during review period.
Estate planning software refers to computer programs and applications designed to assist individuals, families, and legal professionals in creating, managing, and organizing their estate plans. Estate planning involves making arrangements for the management and distribution of assets, properties, and other resources after a person"s death or in the event of incapacitation. Estate planning software aims to streamline the process and help users create legally sound and comprehensive estate plans.
Demographic Changes: An aging population and a growing number of individuals reaching retirement age have driven increased interest in estate planning. As people recognize the importance of preparing for the distribution of their assets, the demand for estate planning software has grown.

Increasing Awareness: More people are becoming aware of the importance of estate planning to ensure their wishes are carried out after their passing. Estate planning software has played a role in increasing awareness and accessibility to estate planning tools.

Legal Complexity: While estate planning software can be suitable for individuals with straightforward needs, more complex situations may require legal expertise. Individuals with significant assets, international holdings, or intricate family dynamics may benefit from professional advice.

Lack of Human Guidance: Some individuals may feel more comfortable working with a human attorney who can provide personalized guidance, answer questions, and offer legal insights. Estate planning software lacks the interpersonal element that comes with working directly with an attorney.

Changing Regulations: Estate planning laws and tax regulations can change over time. Users of estate planning software may need to regularly update their plans to reflect new legal developments.
This report is a detailed and comprehensive analysis for global Estate Planning Software market. Both quantitative and qualitative analyses are presented by company, by region & country, by Type and by Application. As the market is constantly changing, this report explores the competition, supply and demand trends, as well as key factors that contribute to its changing demands across many markets. Company profiles and product examples of selected competitors, along with market share estimates of some of the selected leaders for the year 2025, are provided.
Key Features:
Global Estate Planning Software market size and forecasts, in consumption value ($ Million), 2020-2031
Global Estate Planning Software market size and forecasts by region and country, in consumption value ($ Million), 2020-2031
Global Estate Planning Software market size and forecasts, by Type and by Application, in consumption value ($ Million), 2020-2031
Global Estate Planning Software market shares of main players, in revenue ($ Million), 2020-2025
The Primary Objectives in This Report Are:
To determine the size of the total market opportunity of global and key countries
To assess the growth potential for Estate Planning Software
To forecast future growth in each product and end-use market
To assess competitive factors affecting the marketplace
This report profiles key players in the global Estate Planning Software market based on the following parameters - company overview, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Nolo, Clio, WealthCounsel, Yourefolio, Beyond Counsel, Actionstep, Smokeball, eState Planner, Lawyers With Purpose, AbacusNext, etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Market segmentation
Estate Planning Software market is split by Type and by Application. For the period 2020-2031, the growth among segments provides accurate calculations and forecasts for Consumption Value by Type and by Application. This analysis can help you expand your business by targeting qualified niche markets.
Market segment by Type
Cloud-Based
On-Premise
Market segment by Application
Individual Law Firm
Partnership Law Firm
State-owned Law Firm
Market segment by players, this report covers
Nolo
Clio
WealthCounsel
Yourefolio
Beyond Counsel
Actionstep
Smokeball
eState Planner
Lawyers With Purpose
AbacusNext
South Carolina Bar
Brentmark Portal
SmartDraw
Law Firm Software
ZenBusiness
Fidelity Labs
LEAP
Maat Legal
Lawmatics
Tracers
Astute Wheel
Market segment by regions, regional analysis covers
North America (United States, Canada and Mexico)
Europe (Germany, France, UK, Russia, Italy and Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia and Rest of Asia-Pacific)
South America (Brazil, Rest of South America)
Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)
The content of the study subjects, includes a total of 13 chapters:
Chapter 1, to describe Estate Planning Software product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top players of Estate Planning Software, with revenue, gross margin, and global market share of Estate Planning Software from 2020 to 2025.
Chapter 3, the Estate Planning Software competitive situation, revenue, and global market share of top players are analyzed emphatically by landscape contrast.
Chapter 4 and 5, to segment the market size by Type and by Application, with consumption value and growth rate by Type, by Application, from 2020 to 2031
Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2020 to 2025.and Estate Planning Software market forecast, by regions, by Type and by Application, with consumption value, from 2026 to 2031.
Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis.
Chapter 12, the key raw materials and key suppliers, and industry chain of Estate Planning Software.
Chapter 13, to describe Estate Planning Software research findings and conclusion.


1 Market Overview

  • 1.1 Product Overview and Scope
  • 1.2 Market Estimation Caveats and Base Year
  • 1.3 Classification of Estate Planning Software by Type
    • 1.3.1 Overview: Global Estate Planning Software Market Size by Type: 2020 Versus 2024 Versus 2031
    • 1.3.2 Global Estate Planning Software Consumption Value Market Share by Type in 2024
    • 1.3.3 Cloud-Based
    • 1.3.4 On-Premise
  • 1.4 Global Estate Planning Software Market by Application
    • 1.4.1 Overview: Global Estate Planning Software Market Size by Application: 2020 Versus 2024 Versus 2031
    • 1.4.2 Individual Law Firm
    • 1.4.3 Partnership Law Firm
    • 1.4.4 State-owned Law Firm
  • 1.5 Global Estate Planning Software Market Size & Forecast
  • 1.6 Global Estate Planning Software Market Size and Forecast by Region
    • 1.6.1 Global Estate Planning Software Market Size by Region: 2020 VS 2024 VS 2031
    • 1.6.2 Global Estate Planning Software Market Size by Region, (2020-2031)
    • 1.6.3 North America Estate Planning Software Market Size and Prospect (2020-2031)
    • 1.6.4 Europe Estate Planning Software Market Size and Prospect (2020-2031)
    • 1.6.5 Asia-Pacific Estate Planning Software Market Size and Prospect (2020-2031)
    • 1.6.6 South America Estate Planning Software Market Size and Prospect (2020-2031)
    • 1.6.7 Middle East & Africa Estate Planning Software Market Size and Prospect (2020-2031)

2 Company Profiles

  • 2.1 Nolo
    • 2.1.1 Nolo Details
    • 2.1.2 Nolo Major Business
    • 2.1.3 Nolo Estate Planning Software Product and Solutions
    • 2.1.4 Nolo Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.1.5 Nolo Recent Developments and Future Plans
  • 2.2 Clio
    • 2.2.1 Clio Details
    • 2.2.2 Clio Major Business
    • 2.2.3 Clio Estate Planning Software Product and Solutions
    • 2.2.4 Clio Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.2.5 Clio Recent Developments and Future Plans
  • 2.3 WealthCounsel
    • 2.3.1 WealthCounsel Details
    • 2.3.2 WealthCounsel Major Business
    • 2.3.3 WealthCounsel Estate Planning Software Product and Solutions
    • 2.3.4 WealthCounsel Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.3.5 WealthCounsel Recent Developments and Future Plans
  • 2.4 Yourefolio
    • 2.4.1 Yourefolio Details
    • 2.4.2 Yourefolio Major Business
    • 2.4.3 Yourefolio Estate Planning Software Product and Solutions
    • 2.4.4 Yourefolio Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.4.5 Yourefolio Recent Developments and Future Plans
  • 2.5 Beyond Counsel
    • 2.5.1 Beyond Counsel Details
    • 2.5.2 Beyond Counsel Major Business
    • 2.5.3 Beyond Counsel Estate Planning Software Product and Solutions
    • 2.5.4 Beyond Counsel Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.5.5 Beyond Counsel Recent Developments and Future Plans
  • 2.6 Actionstep
    • 2.6.1 Actionstep Details
    • 2.6.2 Actionstep Major Business
    • 2.6.3 Actionstep Estate Planning Software Product and Solutions
    • 2.6.4 Actionstep Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.6.5 Actionstep Recent Developments and Future Plans
  • 2.7 Smokeball
    • 2.7.1 Smokeball Details
    • 2.7.2 Smokeball Major Business
    • 2.7.3 Smokeball Estate Planning Software Product and Solutions
    • 2.7.4 Smokeball Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.7.5 Smokeball Recent Developments and Future Plans
  • 2.8 eState Planner
    • 2.8.1 eState Planner Details
    • 2.8.2 eState Planner Major Business
    • 2.8.3 eState Planner Estate Planning Software Product and Solutions
    • 2.8.4 eState Planner Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.8.5 eState Planner Recent Developments and Future Plans
  • 2.9 Lawyers With Purpose
    • 2.9.1 Lawyers With Purpose Details
    • 2.9.2 Lawyers With Purpose Major Business
    • 2.9.3 Lawyers With Purpose Estate Planning Software Product and Solutions
    • 2.9.4 Lawyers With Purpose Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.9.5 Lawyers With Purpose Recent Developments and Future Plans
  • 2.10 AbacusNext
    • 2.10.1 AbacusNext Details
    • 2.10.2 AbacusNext Major Business
    • 2.10.3 AbacusNext Estate Planning Software Product and Solutions
    • 2.10.4 AbacusNext Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.10.5 AbacusNext Recent Developments and Future Plans
  • 2.11 South Carolina Bar
    • 2.11.1 South Carolina Bar Details
    • 2.11.2 South Carolina Bar Major Business
    • 2.11.3 South Carolina Bar Estate Planning Software Product and Solutions
    • 2.11.4 South Carolina Bar Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.11.5 South Carolina Bar Recent Developments and Future Plans
  • 2.12 Brentmark Portal
    • 2.12.1 Brentmark Portal Details
    • 2.12.2 Brentmark Portal Major Business
    • 2.12.3 Brentmark Portal Estate Planning Software Product and Solutions
    • 2.12.4 Brentmark Portal Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.12.5 Brentmark Portal Recent Developments and Future Plans
  • 2.13 SmartDraw
    • 2.13.1 SmartDraw Details
    • 2.13.2 SmartDraw Major Business
    • 2.13.3 SmartDraw Estate Planning Software Product and Solutions
    • 2.13.4 SmartDraw Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.13.5 SmartDraw Recent Developments and Future Plans
  • 2.14 Law Firm Software
    • 2.14.1 Law Firm Software Details
    • 2.14.2 Law Firm Software Major Business
    • 2.14.3 Law Firm Software Estate Planning Software Product and Solutions
    • 2.14.4 Law Firm Software Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.14.5 Law Firm Software Recent Developments and Future Plans
  • 2.15 ZenBusiness
    • 2.15.1 ZenBusiness Details
    • 2.15.2 ZenBusiness Major Business
    • 2.15.3 ZenBusiness Estate Planning Software Product and Solutions
    • 2.15.4 ZenBusiness Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.15.5 ZenBusiness Recent Developments and Future Plans
  • 2.16 Fidelity Labs
    • 2.16.1 Fidelity Labs Details
    • 2.16.2 Fidelity Labs Major Business
    • 2.16.3 Fidelity Labs Estate Planning Software Product and Solutions
    • 2.16.4 Fidelity Labs Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.16.5 Fidelity Labs Recent Developments and Future Plans
  • 2.17 LEAP
    • 2.17.1 LEAP Details
    • 2.17.2 LEAP Major Business
    • 2.17.3 LEAP Estate Planning Software Product and Solutions
    • 2.17.4 LEAP Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.17.5 LEAP Recent Developments and Future Plans
  • 2.18 Maat Legal
    • 2.18.1 Maat Legal Details
    • 2.18.2 Maat Legal Major Business
    • 2.18.3 Maat Legal Estate Planning Software Product and Solutions
    • 2.18.4 Maat Legal Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.18.5 Maat Legal Recent Developments and Future Plans
  • 2.19 Lawmatics
    • 2.19.1 Lawmatics Details
    • 2.19.2 Lawmatics Major Business
    • 2.19.3 Lawmatics Estate Planning Software Product and Solutions
    • 2.19.4 Lawmatics Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.19.5 Lawmatics Recent Developments and Future Plans
  • 2.20 Tracers
    • 2.20.1 Tracers Details
    • 2.20.2 Tracers Major Business
    • 2.20.3 Tracers Estate Planning Software Product and Solutions
    • 2.20.4 Tracers Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.20.5 Tracers Recent Developments and Future Plans
  • 2.21 Astute Wheel
    • 2.21.1 Astute Wheel Details
    • 2.21.2 Astute Wheel Major Business
    • 2.21.3 Astute Wheel Estate Planning Software Product and Solutions
    • 2.21.4 Astute Wheel Estate Planning Software Revenue, Gross Margin and Market Share (2020-2025)
    • 2.21.5 Astute Wheel Recent Developments and Future Plans

3 Market Competition, by Players

  • 3.1 Global Estate Planning Software Revenue and Share by Players (2020-2025)
  • 3.2 Market Share Analysis (2024)
    • 3.2.1 Market Share of Estate Planning Software by Company Revenue
    • 3.2.2 Top 3 Estate Planning Software Players Market Share in 2024
    • 3.2.3 Top 6 Estate Planning Software Players Market Share in 2024
  • 3.3 Estate Planning Software Market: Overall Company Footprint Analysis
    • 3.3.1 Estate Planning Software Market: Region Footprint
    • 3.3.2 Estate Planning Software Market: Company Product Type Footprint
    • 3.3.3 Estate Planning Software Market: Company Product Application Footprint
  • 3.4 New Market Entrants and Barriers to Market Entry
  • 3.5 Mergers, Acquisition, Agreements, and Collaborations

4 Market Size Segment by Type

  • 4.1 Global Estate Planning Software Consumption Value and Market Share by Type (2020-2025)
  • 4.2 Global Estate Planning Software Market Forecast by Type (2026-2031)

5 Market Size Segment by Application

  • 5.1 Global Estate Planning Software Consumption Value Market Share by Application (2020-2025)
  • 5.2 Global Estate Planning Software Market Forecast by Application (2026-2031)

6 North America

  • 6.1 North America Estate Planning Software Consumption Value by Type (2020-2031)
  • 6.2 North America Estate Planning Software Market Size by Application (2020-2031)
  • 6.3 North America Estate Planning Software Market Size by Country
    • 6.3.1 North America Estate Planning Software Consumption Value by Country (2020-2031)
    • 6.3.2 United States Estate Planning Software Market Size and Forecast (2020-2031)
    • 6.3.3 Canada Estate Planning Software Market Size and Forecast (2020-2031)
    • 6.3.4 Mexico Estate Planning Software Market Size and Forecast (2020-2031)

7 Europe

  • 7.1 Europe Estate Planning Software Consumption Value by Type (2020-2031)
  • 7.2 Europe Estate Planning Software Consumption Value by Application (2020-2031)
  • 7.3 Europe Estate Planning Software Market Size by Country
    • 7.3.1 Europe Estate Planning Software Consumption Value by Country (2020-2031)
    • 7.3.2 Germany Estate Planning Software Market Size and Forecast (2020-2031)
    • 7.3.3 France Estate Planning Software Market Size and Forecast (2020-2031)
    • 7.3.4 United Kingdom Estate Planning Software Market Size and Forecast (2020-2031)
    • 7.3.5 Russia Estate Planning Software Market Size and Forecast (2020-2031)
    • 7.3.6 Italy Estate Planning Software Market Size and Forecast (2020-2031)

8 Asia-Pacific

  • 8.1 Asia-Pacific Estate Planning Software Consumption Value by Type (2020-2031)
  • 8.2 Asia-Pacific Estate Planning Software Consumption Value by Application (2020-2031)
  • 8.3 Asia-Pacific Estate Planning Software Market Size by Region
    • 8.3.1 Asia-Pacific Estate Planning Software Consumption Value by Region (2020-2031)
    • 8.3.2 China Estate Planning Software Market Size and Forecast (2020-2031)
    • 8.3.3 Japan Estate Planning Software Market Size and Forecast (2020-2031)
    • 8.3.4 South Korea Estate Planning Software Market Size and Forecast (2020-2031)
    • 8.3.5 India Estate Planning Software Market Size and Forecast (2020-2031)
    • 8.3.6 Southeast Asia Estate Planning Software Market Size and Forecast (2020-2031)
    • 8.3.7 Australia Estate Planning Software Market Size and Forecast (2020-2031)

9 South America

  • 9.1 South America Estate Planning Software Consumption Value by Type (2020-2031)
  • 9.2 South America Estate Planning Software Consumption Value by Application (2020-2031)
  • 9.3 South America Estate Planning Software Market Size by Country
    • 9.3.1 South America Estate Planning Software Consumption Value by Country (2020-2031)
    • 9.3.2 Brazil Estate Planning Software Market Size and Forecast (2020-2031)
    • 9.3.3 Argentina Estate Planning Software Market Size and Forecast (2020-2031)

10 Middle East & Africa

  • 10.1 Middle East & Africa Estate Planning Software Consumption Value by Type (2020-2031)
  • 10.2 Middle East & Africa Estate Planning Software Consumption Value by Application (2020-2031)
  • 10.3 Middle East & Africa Estate Planning Software Market Size by Country
    • 10.3.1 Middle East & Africa Estate Planning Software Consumption Value by Country (2020-2031)
    • 10.3.2 Turkey Estate Planning Software Market Size and Forecast (2020-2031)
    • 10.3.3 Saudi Arabia Estate Planning Software Market Size and Forecast (2020-2031)
    • 10.3.4 UAE Estate Planning Software Market Size and Forecast (2020-2031)

11 Market Dynamics

  • 11.1 Estate Planning Software Market Drivers
  • 11.2 Estate Planning Software Market Restraints
  • 11.3 Estate Planning Software Trends Analysis
  • 11.4 Porters Five Forces Analysis
    • 11.4.1 Threat of New Entrants
    • 11.4.2 Bargaining Power of Suppliers
    • 11.4.3 Bargaining Power of Buyers
    • 11.4.4 Threat of Substitutes
    • 11.4.5 Competitive Rivalry

12 Industry Chain Analysis

  • 12.1 Estate Planning Software Industry Chain
  • 12.2 Estate Planning Software Upstream Analysis
  • 12.3 Estate Planning Software Midstream Analysis
  • 12.4 Estate Planning Software Downstream Analysis

13 Research Findings and Conclusion

    14 Appendix

    • 14.1 Methodology
    • 14.2 Research Process and Data Source

    Summary:
    Get latest Market Research Reports on Estate Planning Software. Industry analysis & Market Report on Estate Planning Software is a syndicated market report, published as Global Estate Planning Software Market 2025 by Company, Regions, Type and Application, Forecast to 2031. It is complete Research Study and Industry Analysis of Estate Planning Software market, to understand, Market Demand, Growth, trends analysis and Factor Influencing market.

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