InterActive Legal vs WealthCounsel
InterActive Legal
interactivelegal.comWealthCounsel
wealthcounsel.comSide by side
| Figure | InterActive Legal | WealthCounsel |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 6 | 5 |
| Spec score · Legal Document Automation Software | 8.6 (#3) | 7.0 (#27) |
| Spec score · Estate Planning Software | 8.6 (#4) | 7.1 (#21) |
| Headquarters | LinkedIn lists headquarters at 202 N Harbor City Blvd, Suite 200, Melbourne, Florida 32935. | 3 2nd Street, Suite 803, Jersey City, NJ 07302, United States |
| Purpose | InterActive Legal offers automated estate planning and elder law document drafting software. | WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. |
| Support and training | The company describes personalized online training and provides a customer support contact for subscribers. | Membership includes personalized assistance from Member Services and unlimited support from the Software Support team. |
Plans
InterActive Legal
- 2026 Basics Workshop for Sessions 5 and 6$99, paid once
- 2026 Estate Planning Basics Series$599, paid once
- Elder Law PlanningPriced on request
- Essential Estate PlanningPriced on request
- Firearms Trust PlanningPriced on request
- Wealth Transfer PlanningPriced on request
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
InterActive Legal
InterActive Legal offers automated document drafting software for estate planning and elder law. Its product range covers wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications. Essential Estate Planning is designed for clients of modest wealth, while Wealth Transfer Planning focuses on clients with significant wealth. Elder Law Planning addresses elder law and special needs planning. Firearms Trust Planning includes a single-grantor revocable NFA Trust and related ancillary documents. The online system runs in a browser and supports Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera. It works in Windows, Mac, iOS, and Linux environments and has been tested on Android tablets. Documents are produced in .docx format, but the word-processing toolbar is supported only in Word for Windows. The Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player. Online customer data is stored encrypted on AWS servers, and browser-to-server transfers use TLS 1.3 and SHA-256 encryption. Users may opt into multi-factor authentication using a third-party authenticator app. Pricing is available on request.
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.