Wealth.com

Web · Android · iPhone · API

Freedom report

Two barsScore 5.1

  • Free tierNo free tier on record
  • Open codeNo open-source code on record
  • Runs widely3 of 6 device platforms
  • DocumentedPlans, terms and facts published

Wealth.com is ranked #16 of 29 in legal forms software on Freedom251. It runs on Android, API, iOS, Web. There is no free plan.

Wealth.com plans and pricing

All plans
Estate Planning Not published Annual contract; payable in full or quarterly Advisor seat pricing · Volume discounts · No per-client or per-document fees · Onboarding, implementation support, and standard integrations included wealth.com · 4 Oct 2026
Estate Planning + Tax Planning Not published Annual contract; payable in full or quarterly Advisor seat pricing · Volume discounts · No per-client or per-document fees · Onboarding, implementation support, and standard integrations included wealth.com · 4 Oct 2026
Tax Planning Not published Annual contract; payable in full or quarterly Advisor seat pricing · Volume discounts · No per-client or per-document fees · Onboarding, implementation support, and standard integrations included wealth.com · 4 Oct 2026

Compared on legal forms software

Free plan
No
Planning scope
full_estate_plan
Trust support
Yes
Power of attorney
Yes
Beneficiary planning
Yes
Attorney review
Yes
State coverage
50 states
Document storage
Yes

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