LegalWills vs Wealth.com
LegalWills
legalwills.com
Wealth.com
wealth.comSide by side
| Figure | LegalWills | Wealth.com |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 14 | 3 |
| Spec score · Estate Planning Software | 8.2 (#6) | 7.7 (#12) |
| Company facts | LinkedIn lists LegalWills as privately held, founded in 2000, headquartered in Ottawa, Ontario, with 11–50 employees. | LinkedIn lists Wealth.com as a privately held Tempe, Arizona financial-services company founded in 2021 with 51–200 employees. |
| Founded | 2000 | A Wealth.com article states that the company was founded in 2022. |
| Headquarters | Ottawa, Ontario, Canada | Tempe, Arizona, United States |
| Integrations | Partner materials describe link, embed, and fully white-label/API integration options for insurers, advisors, charities, and other organizations. | Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks. |
| Support | Support is offered through email, live chat, and toll-free telephone assistance, with a 30-day money-back guarantee advertised on country sites. | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. |
| What it does | LegalWills provides online, attorney- or solicitor-designed estate-planning documents tailored to country or regional law. | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. |
Plans
LegalWills
- MyFuneral$19.95, paid once
- MyLivingWill$19.95, paid once
- MyLivingWill™$19.95, paid once
- MyMessages$19.95, paid once
- MyVault$19.95, paid once
- MyLifeLocker$29.95, paid once
- MyPowerOfAttorney$29.95, paid once
- MyPowerOfAttorney™$29.95, paid once
- MyExpatWill (U.S.)$49.95, paid once
- MyWill$49.95, paid once
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
LegalWills
LegalWills is a paid web and API service for preparing Wills, Powers of Attorney and Living Wills. Its MyWill wizard asks plain-language questions, then formats a document for the user’s local jurisdiction. U.S. services cover every state except Louisiana. Documents become legal only after printing, signing and witnessing as required. Beyond core documents, LegalWills offers funeral wishes, final messages, personal-record storage, secure file storage and Keyholder access. Members can appoint up to 20 Keyholders to unlock selected information. Accounts support two-factor authentication; the site says data in transit uses 256-bit SSL encryption and stored information uses RSA encryption. Credit-card details are used for purchases but not stored by the company, and daily database-server backups are reported. Support is offered by email, live chat and toll-free phone, with phone hours listed as 8am to 8pm EST daily. The White Label API lets partners embed these services, set their own prices and process payments. MyWill costs $49.95, paid once, including one year of updates; other listed one-time plans cover health-care and financial powers of attorney.
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.