Trust & Will
8.0#1 in legal forms softwareFrom $4.08 a monthFree planAndroidiOSWebAPI
VisitTrust & Will vs Wealth.com
Wealth.com
6.7#6 in estate planning softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Trust & Will | Wealth.com |
|---|---|---|
| Encryption | The company says stored data uses AES 256-bit encryption and data in transit uses TLS 1.2. | Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption. |
| Founded | 2017 | A Wealth.com article states that the company was founded in 2022. |
| Funding | The company’s founding-story page says it closed a Series B funding round raising more than $15 million. | Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. |
| Headquarters | The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States. | Tempe, Arizona, United States |
Trust & Will plans
- Basic membershipFree
- Essentials membership$49 a year
- Will Plan$199, paid once
- Attorney Support$299, paid once
- Attorney support add-on$299 a year
- Trust Plan$499, paid once
Wealth.com plans
- Estate Planning + Tax PlanningPriced on request
- Estate PlanningPriced on request
- Tax PlanningPriced on request
Pick Trust & Will if…
Trust & Will may suit people who want to prepare estate planning documents online, including wills or trusts. Its app supports document review and asset tracking, while editing and plan changes are done on the website.
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.