eState Planner vs WealthCounsel

eState Planner

5.5 #19 in Legal Document Automation Software

About eState Planner

WealthCounsel

7.1 #4 in Legal Document Automation Software

About WealthCounsel
eState PlannerWealthCounsel
Free planNoNo
Free trialYesNo
Paid from$99/mo—
Open sourceNoNo
PlatformsWebAndroid, iOS, macOS, Web, Windows
Free planNoNo
Questionnaire builderYesYes
Microsoft Word exportYesYes
Conditional logic—Yes
Clause library—Yes
E-signature integration—Yes
API access—Yes

Both are listed in Best Legal Document Automation Software. On Samsung Mobile US Press, WealthCounsel scores higher on our published basis.