LegalZoom Estate Planning vs Wealth.com
LegalZoom Estate Planning
legalzoom.com
Wealth.com
wealth.comSide by side
| Figure | LegalZoom Estate Planning | Wealth.com |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 4 | 3 |
| Spec score · Estate Planning Software | 7.3 (#18) | 7.7 (#12) |
| Spec score · Legal Forms Software | 7.3 (#23) | 7.7 (#17) |
| Founded | 2001 | A Wealth.com article states that the company was founded in 2022. |
| Headquarters | Mountain View, California, United States | Tempe, Arizona, United States |
| Intended users | The estate planning page describes plans for individuals and couples planning for children, assets, and healthcare or financial decisions. | Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities. |
| Security | LegalZoom says sensitive information is encrypted within its systems and offers multi-factor authentication for customer accounts. | 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
LegalZoom Estate Planning
- Basic Will$99, paid once
- Premium Will$249, paid once
- Basic Trust$399, paid once
- Premium Trust$549, paid once
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
LegalZoom Estate Planning
LegalZoom Estate Planning creates online estate documents from answers to a questionnaire. Every estate plan includes either a last will or living trust, plus a financial power of attorney, healthcare directive, and HIPAA authorization. A will can name asset recipients and guardians for minor children. Trust plans add documents such as a pour-over will, certificate of trust, schedule of assets, and bill of transfer; LegalZoom says a living trust can help a family avoid probate court. Customers view documents in their LegalZoom account, review them alone or with a lawyer on a call, then print and sign. Premium Will and Premium Trust include attorney document review and unlimited 30-minute attorney calls for one year. LegalZoom says its last wills have been accepted in all 50 states. The service is web-based, paid, and has no free plan. Basic Will costs $99, paid once; Premium Will $249, paid once; Basic Trust $399, paid once; Premium Trust $549, paid once.
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.