Wealth.com vs Willed
Wealth.com
wealth.comWilled
willed.com.auSide by side
| Figure | Wealth.com | Willed |
|---|---|---|
| Price from | — | A$1.25/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 6 |
| Spec score · Estate Planning Software | 7.7 (#12) | 7.0 (#22) |
| Founded | A Wealth.com article states that the company was founded in 2022. | 2020 |
| Headquarters | Tempe, Arizona, United States | Elsternwick, Victoria, Australia |
| Security | Wealth.com says it has completed a SOC 2 Type 2 audit and encrypts data in transit with TLS 1.2+ and at rest with AES 256-bit encryption. | Willed says customer data is encrypted in transit with HTTPS and at rest in Firebase and Google Cloud, while payments are processed by PCI-compliant Stripe. |
| Support | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. | Wills and probate support is available weekdays from 9am to 5pm AEST, and funeral support is available 24/7 by phone. |
| What it does | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. | Willed provides online estate planning, probate assistance and funeral services for Australian families. |
Plans
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
Willed
- Unlimited Will updatesA$15 a year
- Power of AttorneyA$99, paid once
- Online WillA$159, paid once
- Couples WillsA$238, paid once
- Grant of ProbatePriced on request
- Letters of AdministrationPriced on request
In their own words
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.