Trust & Will vs Wealth.com
Trust & Will
trustandwill.com
Wealth.com
wealth.comSide by side
| Figure | Trust & Will | Wealth.com |
|---|---|---|
| Price from | $4.08/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| 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 (#3) | 7.7 (#12) |
| Spec score · Legal Forms Software | 8.7 (#5) | 7.7 (#17) |
| Encryption | The company says stored data uses AES 256-bit encryption and data in transit uses TLS 1.2. | Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption. |
| Founded | 2017 | A Wealth.com article states that the company was founded in 2022. |
| Funding | The company’s founding-story page says it closed a Series B funding round raising more than $15 million. | Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. |
| Headquarters | The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States. | Tempe, Arizona, United States |
| Support | The pricing page says customer support is included and available Monday through Friday. | 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 | Trust & Will provides guided, attorney-approved online wills, trusts, healthcare directives and other state-specific estate-planning documents. | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. |
Plans
Trust & Will
- Basic membershipFree
- Essentials membership$49 a year
- Will Plan$199, paid once
- Attorney Support$299, paid once
- Attorney support add-on$299 a year
- Trust Plan$499, paid once
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
Trust & Will
Trust & Will is an online platform for creating or updating wills, trusts and other estate planning documents. The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets and certification of trust. Estate plan creation is available through a free option without ongoing membership; the Will Plan starts at $199 and the Trust Plan starts at $499. Optional Attorney Support costs $299 as a flat fee for one year of phone access to a licensed estate planning attorney, with some state exclusions. Members can review documents and track assets in the iOS and Android app, but document editing and plan updates take place on the website. The company says its plans are state-specific and must be signed and notarized after receipt or download to be legally binding. Trust & Will says it is not a law firm and does not provide legal advice; its forms are not a substitute for an attorney.
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.