Quicken WillMaker & Trust vs Wealth.com

Quicken WillMaker & Trust guides users through creating estate-planning documents, including wills, living trusts, health care directives, powers of attorney, final arrangements, letters to survivors, and transfer-on-death deeds. Its interview adapts to a user’s answers, and attorneys review and update documents for current state-specific laws. The Starter Plan is $109 as a one-time purchase; Plus is $149, paid once, and All Access is $219 a year. All Access includes a one-year Everplans subscription for organizing and sharing important documents. Plus and All Access customers can choose the online app or downloadable software, but data cannot be transferred between the versions. Online access lasts one year, with annual extensions listed at $39.99; desktop access is unlimited, with updates for one year. The desktop version supports Windows 10/11 or macOS 10.14 or higher. Documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal rather than professional or commercial use.

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.