A side-by-side comparison of WealthCounsel's Estate Planning Software v. Gavel:
Comprehensive and clear templates, leading to high client satisfaction
Wordier templates thanneeded, leading to client confusion, especially for estates below $13.99M
Templates are created and reviewed by licensed attorneys
Starts at $99/mo with most popular plan for estate planning attorneys at $350/mo
Starts at $500/mo with full set of documents at $700/mo
7-day free trial and a pay-as-you-go monthly option
Annual subscriptions only
Customize core documents and access full templates
No customization
Flexible document automation with advanced conditional logic and custom template creation
Limited to pre-built WealthCounsel templates only, no custom template capabilities
Online intake forms, digital client portal, secure client access, and customizable instructions and video content based on client criteria
Limited client intake capabilities
Email, phone, and screenshare
Comprehensive integrations with Clio, DecisionVault, plus Zapier connectivity and open API access to thousands of additional tools, like MyCase
Basic integrations limited to Clio and DecisionVault
