Pricing

$228

per month, billed annually

• Step-by-step intent capture for the grantor
• Role assignment for spouse, heirs, executor, and trustee
• Shared plan dashboard visible to all named participants
• Plain-language summary of the transfer plan for non-attorney family members

$468

per month, billed annually

• Everything in Family Start, plus:
• Permissioned access by role (grantor, heir, trustee, advisor)
• Task checklists for each role with due dates
• Scheduled family review reminders
• Decision log recording why distributions differ or trustee actions were taken

$2388

per month, billed annually

• Firm branding and custom domain
• Bulk family plan invites for up to 20 households
• CRM and document-platform integrations
• Compliance audit trail for trustee and advisor actions

$5988

per month, billed annually

• Everything in Advisor Essentials, plus:
• Prompted questions covering values, unequal distributions, and trustee guidance
• Version history so updates are visible to all parties
• Shareable to heirs with grantor-controlled timing
• Unlimited family plan invites for the firm

$24000

per month, billed annually

• Everything in Advisor Pro, plus:
• Single sign-on and role-based access controls
• Full audit trail exportable for compliance review
• API connections to major custodians and CRM platforms
• Custom implementation support and SLA