Tech riderRev. 4 Oct 2026

Wealth.com

1Runs onAndroid, API, iOS, Web
2CostsNot stated by the maker
3Planning scopefull estate plan
4Trust supportYes
5Power of attorneyYes
6Beneficiary planningYes
7Attorney reviewYes
8State coverage50 states

7 lines stated Written from the maker's own pages: wealth.com

Overview

Wealth.com is ranked #15 of 29 in legal forms software on Specifiction. 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: Nowealth.com
Planning scope: full_estate_planwealth.com
Trust support: Yeswealth.com
Power of attorney: Yeswealth.com
Beneficiary planning: Yeswealth.com
Attorney review: Yeswealth.com
State coverage: 50 stateswealth.com
Document storage: Yeswealth.com

Facts

Product: Wealth.com describes itself as an AI-powered estate and tax planning platform built for financial advisors and institutions.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
Scenario Builder: Scenario Builder lets advisors test tax implications, estate distributions, and planning opportunities against a client’s current plan.wealth.com · 4 Oct 2026
Ester AI: Ester extracts, summarizes, and visualizes estate plans and tax documents to provide actionable client insights.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
Custom integrations: Wealth.com says its proprietary API and SFTP support custom integrations for firms.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
Advisor compliance: The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026