Rocket Lawyer Estate Planning vs WealthCounsel
Rocket Lawyer Estate Planning
rocketlawyer.comWealthCounsel
wealthcounsel.comSide by side
| Figure | Rocket Lawyer Estate Planning | WealthCounsel |
|---|---|---|
| Price from | $12.42/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 6 | 5 |
| Spec score · Estate Planning Software | 8.7 (#2) | 7.1 (#21) |
| Spec score · Legal Document Automation Software | 8.5 (#5) | 7.0 (#27) |
| Estate planning | The estate planning offering helps users prepare for illness or loss and create documents such as a Last Will and Testament, Living Will, and Power of Attorney with questions personalized for their state. | Wealth Docx uses dynamic interviews, scenarios, and customization tools to create basic to complex estate planning documents. |
| Integrations | Rocket Lawyer offers a customizable RocketSign API for integrating electronic signatures into another product or workflow. | The maker lists integrations with LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. |
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
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
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.
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.