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FP Transitions vs WealthCounsel

People

FP TransitionsSuccession Planning

WealthCounselLegal Document Automation

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Price

Published entry price

$375per month

Annual estimate10 people, entry price

$4,500

Flat rate

Offer

No offer right now

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Overview

Focus

Succession Planning

Legal Document Automation

Product

Succession planning and M&A platform for financial advisors

Estate planning software and community for attorneys with drafting tools and educational content.

Website

Headquarters

Lake Oswego, Oregon

Boulder, Colorado

Company size

51-200 employees

Founded

1999

1997

Pricing details

Plan

Published entry price

Published rate

$375 / month

Billable seats

Flat rate

Pricing source

Source updated

Oct 29, 2026

Nov 2, 2026

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