Safewill vs Wealth.com
Safewill
safewill.com
Wealth.com
wealth.comSide by side
| Figure | Safewill | Wealth.com |
|---|---|---|
| Price from | $1.25/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 8 | 3 |
| Spec score · Estate Planning Software | 8.2 (#7) | 7.7 (#12) |
| Security certification | Safewill says it is ISO 27001 certified and encrypts data in transit using TLS and sensitive data at rest. | Wealth.com says it completed an independent SOC 2 Type II audit covering security, availability, confidentiality, privacy and processing integrity. |
| Support | Safewill advertises local support by live chat and phone Monday to Friday from 9am to 5pm. | 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 | Safewill is a web platform for creating, reviewing, printing and signing Australian and New Zealand Wills. | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. |
Plans
Safewill
- Annual updates subscription$15 a year
- Will updates subscription$15 a year
- Account unlocking$80, paid once
- SAFE Inc partner Will$80, paid once
- Power of AttorneyA$99, paid once
- Essentials WillA$160, paid once
- Will$160, paid once
- Customised WillA$359, paid once
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
Safewill
Safewill is an online platform for creating Wills and other end-of-life planning documents, available on Android, iOS and the web. Users can begin a Will for free and pay when they submit it for review. Its question-based process was prepared by Australian lawyers and is intended to help users prepare a Will in about 20 minutes. Safewill’s legal team reviews submitted Wills and flags issues; the Essentials review is stated to take 10–15 business days. After review, the Will is emailed to the user to print and sign before two independent witnesses. Essentials Will costs A$160, paid once, including GST, and includes legal team review and one year of updates. Customised Will costs A$359, paid once, including GST, with bespoke drafting, personalised legal advice, priority review in 3–5 business days and a complimentary consultation through affiliate firm Safewill Legal. It also offers medical and financial Powers of Attorney for A$99, paid once. Unlimited updates after the included year are optional at $15 per year. Safewill says its online service suits most Will-writing needs, while complex estate matters may require its affiliate law firm or a lawyer’s advice.
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.