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Pricing · 2026
Wealth.com pricing
3 plans on the record
Every plan
Estate Planning
Priced on request
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
Read 14 Oct 2026 · wealth.com
Estate Planning + Tax Planning
Priced on request
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
Read 14 Oct 2026 · wealth.com
Tax Planning
Priced on request
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
Read 14 Oct 2026 · wealth.com