Gavel vs. WealthCounsel: Clear Estate Plans and Probate Forms at Half the Price

Estate planning software that combines attorney-reviewed templates with the flexibility to automate your own documents.

“We were able to do an entire estate plan in 30 minutes. I was running around the office telling everyone about how magical Gavel is.”

Jessica Streeter, Partner at Streeter Law Firm

Looking for a WealthCounsel alternative?

Higher Client Satisfaction

Gavel's templates contain clear, well-crafted document language that enhances client understanding and satisfaction

Better Value

A more comprehensive solution with advanced integrations and automation capabilities at less than half the cost

More Documents

Customize your firm's documents across estate planning and probate, while extending automation to any practice area

Legal Expertise

Get state-specific documents created and reviewed by licensed attorneys, with the flexibility to request additional forms

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Watch this video to see the key differences
between Gavel and WealthCounsel:

Practice at the top of your law
license. Automate the rest.

Gavel makes drafting even your most complex documents simple. Our powerful automation reduces time spent on document drafting and client intake by 90%, letting you focus on practicing law.

Save Time

Creating an estate planning packet reportedly takes around six hours. Use one of Gavel’s templates or automate your own to save 90% of the time spent drafting.

Increase Accuracy

Gavel eliminates common drafting mistakes with advanced logic that ensures correct clauses, automatic formatting, dynamic calculations, and date handling.

Delight Clients

Make client intake effortless with secure, branded questionnaires. Gavel’s client intake portal allows clients to input data that can directly fill your documents.

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How Gavel stacks up against
WealthCounsel

Gavel

WealthCounsel

Client Satisfaction with Templates

Yes

Comprehensive and clear templates, leading to high client satisfaction

Client Satisfaction with Templates

No

Wordier templates thanneeded, leading to client confusion, especially for estates below $13.99M

Attorney-vetted Templates

Yes

Templates are created and reviewed by licensed attorneys

Attorney-vetted Templates

Yes

Templates are created and reviewed by licensed attorneys

Price

Yes

Starts at $99/mo with most popular plan for estate planning attorneys at $350/mo

Price

No

Starts at $500/mo with full set of documents at $700/mo

Free Trial

Yes

7-day free trial and a pay-as-you-go monthly option

Free Trial

No

Annual subscriptions only

Template Customization

Yes

Customize core documents and access full templates

Template Customization

No

No customization

Probate Forms

Yes

Probate Forms

No

Additional Document Automation

Yes

Flexible document automation with advanced conditional logic and custom template creation

Additional Document Automation

No

Limited to pre-built WealthCounsel templates only, no custom template capabilities

Client Intake

Yes

Online intake forms, digital client portal, secure client access, and customizable instructions and video content based on client criteria

Client Intake

No

Limited client intake capabilities

Customer Support

Yes

Email, phone, and screenshare

Customer Support

Yes

Email, phone, and screenshare

Integrations

Yes

Comprehensive integrations with Clio, DecisionVault, plus Zapier connectivity and open API access to thousands of additional tools, like MyCase

Integrations

Yes

Basic integrations limited to Clio and DecisionVault

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