Rocket Lawyer Estate Planning vs Wealth.com
Rocket Lawyer Estate Planning
rocketlawyer.com
Wealth.com
wealth.comSide by side
| Figure | Rocket Lawyer Estate Planning | Wealth.com |
|---|---|---|
| Price from | $12.42/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 6 | 3 |
| Spec score · Estate Planning Software | 8.7 (#2) | 7.7 (#12) |
| Spec score · Legal Forms Software | 8.6 (#6) | 7.7 (#17) |
| Company facts | LinkedIn lists Rocket Lawyer as privately held, founded in 2008, headquartered in San Francisco and employing 201–500 people. | LinkedIn lists Wealth.com as a privately held Tempe, Arizona financial-services company founded in 2021 with 51–200 employees. |
| Estate documents | The estate-planning catalog includes Last Will and Testament, Living Trust, Power of Attorney and Power of Attorney for Child documents. | The platform creates jurisdiction-optimized revocable trusts, pour-over wills, wills, financial powers of attorney, health-care directives and guardianship nominations. |
| Integrations | Rocket Lawyer offers a customizable RocketSign API for integrating electronic signatures into another product or workflow. | Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks. |
| Notable news | The Arizona Supreme Court authorized Rocket Legal Professional Services, a wholly owned Rocket Lawyer subsidiary, to provide legal services on September 24, 2024. | On September 14, 2026, Wealth.com announced it became a launch partner for Claude for Financial Advisors. |
| What it does | Rocket Lawyer provides online legal documents, estate-planning forms, electronic signatures, AI legal answers and access to attorneys. | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. |
Plans
Rocket Lawyer Estate Planning
- Standard$34.99 a month
- Plus$49.99 a month
- Pro$64.99 a month
- Standard$149 a year
- Plus$249 a year
- Pro$349 a year
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
Rocket Lawyer Estate Planning
Rocket Lawyer Estate Planning helps people prepare documents for illness or loss, including a Last Will and Testament, Living Will, and Power of Attorney. Its questions are tailored to the user’s state, and its planning scope also includes trusts and beneficiary planning. Users can personalize, sign, share, and store documents. An AI legal assistant answers legal questions and can help identify documents that may fit a person’s needs. Members can send an attorney a question with relevant documents for a written response within one business day, or arrange a live 20-minute call. Standard costs $149 per year, Plus $249 per year, and Pro $349 per year; all include unlimited AI legal Q&A, contract reviews, documents, and e-signatures, with different allowances for attorney questions and live consultations. A 7-day trial is listed. The service is available on iOS and the web. Rocket Lawyer says it is not a law firm and does not provide legal representation; Legal Advice Sessions are provided by independent, licensed attorneys.
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.