Pricing

Wealth.com pricing

As wealth.com lists them, read 14 Oct 2026. The maker's own page has the final word.

Plan	Billed and limits	Price
Estate Planning + Tax Planning	annual contract, payable in full or quarterly · Unified estate and tax planning · multi-year, multi-state modeling · plan creation, execution and updates · AI insights · client-ready reports	On request
Estate Planning	annual contract, payable in full or quarterly · End-to-end estate-plan creation and execution · simple to ultra-high-net-worth estates · trusts, wills and beneficiary tools · attorney collaboration · branded plans	On request
Tax Planning	annual contract, payable in full or quarterly · Multi-year, multi-state tax modeling · estate-planning integration · AI tax analysis · branded reports · pre-built strategies and quick actions	On request