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Wealth.com pricing

Paid#9 of 24 in Estate Planning SoftwareLegal Forms Software

Wealth.com publishes 3 plans on wealth.com — prices checked 20 Sep 2026.

6.9/10Editor score

Visit Wealth.com

Wealth.com6.9 Visit Wealth.com

Wealth.com pricing at a glance

Plans Pricing on requestPaid No free plan — trial or paid only. Prices re-checked Sep 2026.

See plans on wealth.com

Wealth.com plans & pricing

Plan	Price	Key limits
Estate Planning	Not published	End-to-end estate plan creation and execution Trust, will, and beneficiary design tools Attorney collaboration and review workflows Branded, client-ready estate plans
Tax Planning	Not published	Multi-year, multi-state tax modeling Tax planning integrated with estate planning AI-powered tax analysis Branded client reports
Estate Planning + Tax Planning	Not published	Unified tax and estate planning Multi-year, multi-state tax modeling Estate plan creation, execution, and ongoing updates AI-powered insights

Prices as published by the vendor on wealth.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

Built for
Mid-market, Enterprise
Integrations
21+ integrations: Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney …
Free plan
No
Planning scope
Full_estate_plan

Our full Wealth.com verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

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Last updated 28 Sep 2026 · How we research and update