Gavel v. WealthCounsel Estate Planning Software

A side-by-side comparison of WealthCounsel's Estate Planning Software v. Gavel:

Gavel's documents are clearer and better written, leading to higher client satisfaction.
Both Gavel and WealthCounsel's documents are created by licensed attorneys in each state.
Better value. Gavel is a better value at less than half the price for a more comprehensive product.
More documents. Gavel allows you to automate your firm's documents and also provides other adjacent areas, like probate court forms.

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Gavel

Client Satisfaction - Templates

Clearer documents.

Gavel's documents are comprehensive, but are written to be clearer for clients, leading to higher satisfaction from the lawyer's clients.

Wordier documents.

Some users note WealthCounsel's documents are wordier than needed, leading to confusion by clients, especially for estates below $13.99M.

Legal Review - Templates

WealthCounsel's documents are created and reviewed by licensed attorneys.

Price

Starts at $100/mo

Starts at $99/mo with most popular plan for estate planning attorneys at $350/mo (additional annual discounts available).

Starts at $500/mo

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

Free Trial

Yes.

Gavel has a 7 day free trial, and a pay as you go monthly option.

No.

Customization

Yes.

Can customize core documents, and have access to full templates.

No.

Cannot customize core documents.

Probate Forms

Yes.

Gavel provides automated probate court forms.

No.

Additional Document Automation

Yes.

Ability to automate additional firm documents in Gavel, with powerful logic capabilities.

No.

No ability to build additional templates not contained in WealthCounsel.

Client Intake

Comprehensive.

Comprehensive client intake and client portal, with ability to present clients with videos and add logic to what they see or don't see.

Limited.

Limited client intake capabilities.

Customer Service

Phone, email, and screenshare support.

Integrations

Clio, DecisionVault, along with Zapier integration and open API for integrations with thousands of software tools, like MyCase.

Clio and DecisionVault, but no Zapier integration.