Wealth.com

Wealth.com is ranked #28 of 28 in legal forms software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan.

Wealth.com plans and pricing

All plans

Estate Planning Not published Annual contract; payable in full or quarterly Advisor seat pricing · Volume discounts · No per-client or per-document fees · Onboarding, implementation support, and standard integrations included wealth.com · 4 Oct 2026

Estate Planning + Tax Planning Not published Annual contract; payable in full or quarterly Advisor seat pricing · Volume discounts · No per-client or per-document fees · Onboarding, implementation support, and standard integrations included wealth.com · 4 Oct 2026

Tax Planning Not published Annual contract; payable in full or quarterly Advisor seat pricing · Volume discounts · No per-client or per-document fees · Onboarding, implementation support, and standard integrations included wealth.com · 4 Oct 2026

Compared on legal forms software

Free plan: No
Planning scope: full_estate_plan
Trust support: Yes
Power of attorney: Yes
Beneficiary planning: Yes
Attorney review: Yes
State coverage: 50 states
Document storage: Yes

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Wealth.com

Product: Wealth.com describes itself as an AI-powered estate and tax planning platform built for financial advisors and institutions.
Estate documents: Its document creation feature supports revocable trusts and pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives, and guardianship nominations.
Scenario Builder: Scenario Builder lets advisors test tax implications, estate distributions, and planning opportunities against a client’s current plan.
Ester AI: Ester extracts, summarizes, and visualizes estate plans and tax documents to provide actionable client insights.
Integrations: The integrations page lists connections including Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond, and Wealthbox.
Custom integrations: Wealth.com says its proprietary API and SFTP support custom integrations for firms.
Security: Wealth.com says it has completed a SOC 2 Type 2 audit and encrypts data in transit with TLS 1.2+ and at rest with AES 256-bit encryption.
Data privacy: The company says data is stored in the U.S. and that it does not sell user information or information uploaded to its platform.
Support: Wealth.com offers U.S.-based live chat, phone, and email support; live chat is available during business hours and averages an initial response in under 90 seconds.
Intended users: Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities.
Advisor compliance: The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions.
Company origin: The company story says Rei Carvalho partnered with former Emailage CTO Rafael Loureiro to assemble Wealth.com’s founding team after Carvalho encountered fragmented estate planning while managing his own plan.
Founded: 2022
Headquarters: Tempe, Arizona, United States

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Where it ranks on The Geeks Club

Best Legal Forms Software in 2026#28 of 28
Best Estate Planning Software in 2026#13 of 24

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Sources

wealth.com· checked 4 Oct 2026
wealth.com/pricing/· checked 4 Oct 2026
wealth.com/integrations/· checked 4 Oct 2026
wealth.com/privacy-and-security/· checked 4 Oct 2026
wealth.com/about/· checked 4 Oct 2026