Epilogue Wills vs Wealth.com

Epilogue Wills is a paid online service for creating a custom Will and following step-by-step signing instructions. It is available on Android, iOS, and the web in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, and Saskatchewan. The Will Only package costs $139, paid once and includes final-wish details, executor and guardian notifications, an asset and key-contact record, a Social Media Will, signing instructions, free document updates, and a Canada Will Registry registration code. The Will + Incapacity Documents package costs $199, paid once and adds appointments for financial management and health-care decisions if the user becomes incapable. Epilogue says a Will can be created in 20 minutes, but signing must be completed before it is legally binding. It says documents can be updated free at any time. Epilogue is not a law firm and does not provide legal advice. Data security descriptions include TLS 1.2 transfers, RSA/SHA-256 encryption, and Canadian encrypted storage.

Wealth.com is an AI-powered estate and tax planning platform for financial advisors and institutions, with tools to create estate documents and assess client plans. Advisors can create revocable trusts, pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives and guardianship nominations. Scenario Builder lets them examine tax implications, estate distributions and planning opportunities against a client’s current plan. Ester AI extracts, summarizes and visualizes estate plans and tax documents to surface client insights. Clients access the service through an advisor or wealth strategist, using a portal to view reports, upload documents and connect assets and liabilities. Listed integrations include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond and Wealthbox; firms can also use the proprietary API and SFTP for custom connections. The company says data is stored in the U.S., encrypted in transit with TLS 1.2+ and at rest with AES 256-bit encryption, and not sold. It reports a completed SOC 2 Type 2 audit. Pricing is on request, with annual contracts payable in full or quarterly.