Side by side
Wealth.com vs Willful
Both stand on estate planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidAPIiPhone+1
Wealth.com combines document creation, planning analysis, and client access tools for advisor-led estate and tax work. The annual contract structure and request-based pricing are important considerations for firms.
Visit Wealth.com Paid AndroidiPhoneWeb
Willful provides a guided route to a will and optional estate-planning documents, with unlimited updates. Check the provincial signing rules, plan coverage, and whether your needs require legal advice or complex trust support.
Visit WillfulThe facts
| Wealth.com | Willful | |
|---|---|---|
| Free plan | No | No |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Web | Android, iPhone, Web |
| Lowest paid plan | Free or on request | Legal Essentials: $129, paid once |
| Plans published | 3 | 4 |
| Maker | Not published | Not published |
| Website | wealth.com | willful.co |
| On estate planning software | #18 of 24 | #22 of 24 |
Wealth.com: what it does well
- Creates a broad range of estate planning documents
- Scenario Builder examines tax and distribution scenarios
- Ester AI summarizes and visualizes planning documents
- Includes client portal access for reports and document uploads
- Supports custom integrations through API and SFTP
What to know first
- No free plan is listed
- Pricing is available on request
- Plans use annual contracts
- Clients access the service through an advisor or wealth strategist
Willful: what it does well
- Guided process can produce a will in about 20 minutes.
- Plans include free, unlimited updates.
- Premium Coverage includes powers of attorney.
- Available across all 10 Canadian provinces.
- Offers live chat, email, and phone callbacks.
What to know first
- Does not support complex trusts.
- Most provinces require printed, signed hard copies.
- Willful does not provide legal advice.
- No free plan is listed.
Alternatives to Wealth.com Alternatives to Willful The whole list