Wealth.com

iPhone + Android

6.8No. 10 of 27
in Legal Forms Software

Recognised40% of the score15
Phone app26% of the score100
Documented20% of the score83
Free plan14% of the score0

Free plan: No
Runs on: Android, api, iPhone, Web

Summary

Wealth.com is ranked #10 of 27 in legal forms software on Samsung Mobile US Press. 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: Nowealth.com
Planning scope: full_estate_planwealth.com
Trust support: Yeswealth.com
Power of attorney: Yeswealth.com
Beneficiary planning: Yeswealth.com
Attorney review: Yeswealth.com
State coverage: 50 stateswealth.com
Document storage: Yeswealth.com

Facts

Product: Wealth.com describes itself as an AI-powered estate and tax planning platform built for financial advisors and institutions.wealth.com · 4 Oct 2026
Estate documents: Its document creation feature supports revocable trusts and pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives, and guardianship nominations.wealth.com · 4 Oct 2026
Scenario Builder: Scenario Builder lets advisors test tax implications, estate distributions, and planning opportunities against a client’s current plan.wealth.com · 4 Oct 2026
Ester AI: Ester extracts, summarizes, and visualizes estate plans and tax documents to provide actionable client insights.wealth.com · 4 Oct 2026
Integrations: The integrations page lists connections including Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond, and Wealthbox.wealth.com · 4 Oct 2026
Custom integrations: Wealth.com says its proprietary API and SFTP support custom integrations for firms.wealth.com · 4 Oct 2026
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.wealth.com · 4 Oct 2026
Data privacy: The company says data is stored in the U.S. and that it does not sell user information or information uploaded to its platform.wealth.com · 4 Oct 2026
Support: Wealth.com offers U.S.-based live chat, phone, and email support; live chat is available during business hours and averages an initial response in under 90 seconds.wealth.com · 4 Oct 2026
Intended users: Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities.wealth.com · 4 Oct 2026
Advisor compliance: The company says advisor and client portal firewalls, embedded attorney consultations, and controlled workflows support role separation around legal functions.wealth.com · 4 Oct 2026
Company origin: The company story says Rei Carvalho partnered with former Emailage CTO Rafael Loureiro to assemble Wealth.com’s founding team after Carvalho encountered fragmented estate planning while managing his own plan.wealth.com · 4 Oct 2026