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Best Estate Planning Assistant Apps in 2026

Ranked by App Store rating from 8,085 total ratings.

4
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4
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4.7★
Avg Rating

1. CFP Exam Prep App by Achieve — 4.8★ ⚠ Last updated 7 months ago

118 ratings · Free · By MCQdb LLC · 43 MB · 4+

Must have CFP practice exam prep by Achieve with more than 3600 questions for Certified Financial Planner Exam, CFP mock test series, CFP case studies and in-depth analytics to help you set the tone for exam environment. This comprehensive CFP questi...

2. Atllas: AI for Real Estate — 4.7★ ✓ Updated 5 days ago

614 ratings · Free · By Atllas Inc. · 97 MB · 4+

HOW TO USE ATLLAS 1. Set up your agent profile in seconds 2. Let AI make calls that sound like you* 3. Generate CMA reports, open house forms, and landing pages instantly* Atllas helps you close more deals while doing less manual work. From AI cold ...

3. EFE — 4.6★ ✓ Updated 4 days ago

7,077 ratings · Free · By Edelman Financial Engines, LLC · 126 MB · 4+

Your Investment Advisor Get the information you need to help keep you on track toward your financial goals. The EFE app (previously called the Fin Engines app) is the easiest way to access your accounts. Are you an Online Advice & Professional Mana...

4. Realtor.com PRO — 4.6★ ✓ Updated 18 days ago

276 ratings · Free · By Move, Inc. · 70 MB · 4+

New and improved app for real estate agents! Streamline your lead management and keep in close contact with your current and future clients with our latest inbox tools with the Realtor.com® PRO app. Reach out immediately to new leads while keeping u...

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