GoodTrust vs Wealth.com
GoodTrust
mygoodtrust.com
Wealth.com
wealth.comSide by side
| Figure | GoodTrust | Wealth.com |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 3 |
| Spec score · Estate Planning Software | 7.4 (#16) | 7.7 (#12) |
| Estate documents | The estate planning suite includes a Last Will and Testament, revocable living trust, financial power of attorney, advance health care directive, funeral directive, and pet directive. | The platform creates jurisdiction-optimized revocable trusts, pour-over wills, wills, financial powers of attorney, health-care directives and guardianship nominations. |
| Security certification | GoodTrust says it is SOC 2-certified. | Wealth.com says it completed an independent SOC 2 Type II audit covering security, availability, confidentiality, privacy and processing integrity. |
| Support | The pricing page says membership includes unlimited support available seven days a week. | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. |
Plans
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
GoodTrust
GoodTrust has no write-up on Specifiction yet; its figures are above.
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.