Clearhour vs WealthCounsel

What both do

Your client completes an intake online, and the firm produces estate documents from the answers.

Where WealthCounsel is stronger

A library of attorney-drafted will, trust and elder-law templates (Wealth Docx and Elder Docx, owned by LEAP) that most United States estate attorneys already work with, plus a two-way Clio sync. If your firm wants a library of lawyer-drafted templates, WealthCounsel is built for that.

Where Clearhour is different

Clearhour fills official statutory forms exactly as issued (New Zealand EPA, Australian state EPA and POA, England and Wales LPA) and any form you upload. It does not draft wills or trusts.
On the client side there is an assistant and voice input, and answers you can edit after submission.
Documents are generated in your browser and sealed to your firm.
Pricing is per send, published, with no membership.

Price

WealthCounsel: WealthCounsel is sold as membership tiers, per user, priced on request after a demo; client intake sits on the Professional tier and up.

Source: wealthcounsel.com/membership, September 2026.

Clearhour: per send, US$140 for the first document and US$50 for each additional, with no seats. See pricing for every country.

Where we are behind, plainly

No United States shelf of state forms yet, no attorney-drafted template library (we fill official forms and your own precedents, we do not write legal content), no practice-management sync yet, fewer firms, and no published firm count.

Try both

Bring one blank form you use today. We load it free in early access and you compare the client experience side by side.

Start with your first questionnaire free

This is our own read, written from public sources on the date shown. If a detail about WealthCounsel is out of date, tell us at [email protected] and we will correct it.