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Farewill vs Wealth.com

Farewill

farewill.com

Wealth.com

wealth.com

Side by side

FigureFarewillWealth.com
Price from£0.83/mo—
Free plan——
Free trial——
Open source——
WebYesYes
iOS—Yes
Android—Yes
API—Yes
Plans published83
Spec score · Estate Planning Software7.8 (#11)7.7 (#12)
Founded2016A Wealth.com article states that the company was founded in 2022.
HeadquartersMaidenhead, United KingdomTempe, Arizona, United States
IntegrationsFarewill’s opened service pages do not list software integrations.Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks.
SecurityFarewill says data is sent over HTTPS, database data and will PDFs are encrypted at rest, and access to sensitive data is restricted by role.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.

Plans

Farewill

  • Unlimited will updates£10 a year
  • Online will£100, paid once
  • Telephone will£240, paid once
  • Lasting power of attorney guided service£399, paid once
  • Grant of probate application£895, paid once
  • Direct cremation funeral plan£1,595, paid once
  • Direct cremation funeral plan instalments£1,695 a month
  • Complete probate service£2,750, paid once

Farewill pricing →

Wealth.com

  • Estate PlanningPriced on request
  • Estate Planning + Tax PlanningPriced on request
  • Tax PlanningPriced on request

Wealth.com pricing →

In their own words

Farewill

Farewill is a web service for writing wills and arranging probate, direct cremations, prepaid funeral plans and lasting powers of attorney. Customers can use a step-by-step online will tool checked by a will specialist, or work with a specialist by telephone. Online wills cost £100 as a one-time purchase, or 160.00 GBP for couples; telephone wills cost £240 as a one-time purchase, or 380.00 GBP for couples. Unlimited online will updates cost £10 a year. The lasting power of attorney guided service costs £399, paid once, excluding the 92.00 GBP registration fee per LPA. Probate options include a grant application from £895, paid once and a complete service from £2,750, paid once. Direct cremation costs £1,595, paid once or £1,695 a month for instalments. Farewill uses HTTPS and encrypted storage, and says it is not a law firm or provider of bespoke legal or tax advice through its will service.

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Wealth.com

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.

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