Rocket Lawyer Estate Planning
7.7#2 in legal document automation softwareFrom $149 a yearAndroidiOSWebAPI
VisitRocket Lawyer Estate Planning vs Wealth.com
Wealth.com
6.7#7 in estate planning softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Rocket Lawyer Estate Planning | Wealth.com |
|---|---|---|
| Company facts | LinkedIn lists Rocket Lawyer as privately held, founded in 2008, headquartered in San Francisco and employing 201–500 people. | LinkedIn lists Wealth.com as a privately held Tempe, Arizona financial-services company founded in 2021 with 51–200 employees. |
| Estate documents | The estate-planning catalog includes Last Will and Testament, Living Trust, Power of Attorney and Power of Attorney for Child documents. | The platform creates jurisdiction-optimized revocable trusts, pour-over wills, wills, financial powers of attorney, health-care directives and guardianship nominations. |
| Integrations | Rocket Lawyer offers a customizable RocketSign API for integrating electronic signatures into another product or workflow. | Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks. |
| Notable news | The Arizona Supreme Court authorized Rocket Legal Professional Services, a wholly owned Rocket Lawyer subsidiary, to provide legal services on September 24, 2024. | On September 14, 2026, Wealth.com announced it became a launch partner for Claude for Financial Advisors. |
Rocket Lawyer Estate Planning plans
- Standard$34.99 a month
- Plus$49.99 a month
- Pro$64.99 a month
- Standard$149 a year
- Plus$249 a year
- Pro$349 a year
Wealth.com plans
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
Pick Rocket Lawyer Estate Planning if…
It suits individuals and families preparing estate documents, including parents drafting wills and people seeking to protect an estate. Businesses can also use Rocket Lawyer’s legal-document services.
Pick Wealth.com if…
It suits financial advisors and institutions coordinating estate and tax planning, especially those who want document creation and scenario analysis in one platform. Clients use it through an advisor or wealth strategist.