Wealth.com vs Willful
Wealth.com
wealth.comWillful
willful.coSide by side
| Figure | Wealth.com | Willful |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Estate Planning Software | 7.7 (#12) | 7.2 (#19) |
| Founded | A Wealth.com article states that the company was founded in 2022. | 2017 |
| Headquarters | Tempe, Arizona, United States | Toronto, Ontario, Canada |
| Product | Wealth.com describes itself as an AI-powered estate and tax planning platform built for financial advisors and institutions. | Willful is an online platform for Canadians to create wills and other estate planning documents through a guided process. |
| 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. | The site states that data is encrypted in transit and at rest using AES-256 and that Willful is SOC 2 Type 1 certified and undergoes regular security audits. |
| Support | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. | Willful offers live chat on weekdays from 9 a.m. to 5 p.m. Eastern, email support, a Support Centre, and phone callbacks. |
Plans
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
Willful
- Legal Essentials$129, paid once
- Premium Coverage$199, paid once
- Premium x 2$349, paid once
- Signature Concierge$459, paid once
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.