Docassemble vs WealthCounsel
Docassemble
docassemble.orgWealthCounsel
wealthcounsel.comSide by side
| Figure | Docassemble | WealthCounsel |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 2 | 5 |
| Spec score · Legal Document Automation Software | 8.9 (#2) | 7.0 (#27) |
| Integrations | Official installation guidance documents AWS S3, Azure Blob Storage, S3-compatible storage, Google, Facebook and Azure sign-in, Google Maps and VoiceRSS connections. | The maker lists integrations with LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. |
| Purpose | Docassemble is a free, open-source expert system for guided interviews and document assembly. | WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. |
| Security | Interview answers are stored encrypted in the SQL database unless the multi_user variable is True; uploaded and assembled documents are stored without encryption. | The maker says its cloud software uses industry-leading standards to store files securely and allow access wherever and whenever needed. |
Plans
WealthCounsel
- Elder Law ProfessionalPriced on request
- ElitePriced on request
- EssentialPriced on request
- Trusts & Estates ProfessionalPriced on request
- WealthCounsel + LEAPPriced on request
In their own words
Docassemble
Docassemble is a free, open-source platform for guided interviews and document assembly. An interview can produce downloadable or emailed PDF, RTF or DOCX files, submit applications, interact with APIs or provide information. Authors build interviews with YAML, Markdown and Python logic, and can make questions depend on what information is still needed. Templates can use DOCX or PDF files, with a Word add-in for DOCX workflows. Other listed capabilities include touchscreen signatures, chat, screen sharing, remote screen control, AI, SMS, email, fax, OCR, multilingual interviews and multiuser applications. Developers can extend interviews with Python and connect third-party applications through the API. Deployment options include Docker, Docker Compose, Helm and installation without Docker; the maker recommends Docker. The software has no usage fees, but an internet-hosted server typically costs $10–$40 per month or more. Interview answers are encrypted in the SQL database unless multi_user is True; uploaded and assembled documents are not encrypted.
WealthCounsel
WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. Its product range includes Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. Wealth Docx uses dynamic interviews, scenarios, and customization tools to produce estate-planning documents from basic to complex. Wealth Tracx supports trust administration with asset tracking, reports, ledgers, task management, documents, and resources. Client Intake provides mobile-friendly online forms, autosaving, a progress dashboard, and an unlimited number of forms to send to clients and prospects. Listed integrations include LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. The maker describes the drafting software as cloud-based and compatible with Mac and PC, with use on computers, tablets, or phones. Membership includes personalized Member Services help, unlimited software support, educational resources, and access to a nationwide attorney network. Membership pricing depends on firm user count and selected products; exact prices require scheduling a call. No free plan is listed.