Flexible Estate Planning Software Plans for your Needs
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Platform Plans
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Explore Platform Plans
Per File Plans
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Explore Platform Plans
Enterprise Plans
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Explore Platform Plans
Premium
30% savings vs per file
$583/m billed annually or
$648/m billed monthly
25 billed annually or
$350 onboarding
Estate accounting only file for $250
Includes:
Unlimited Users
Unlimited Jurisdictions
Email Integration (Google & Microsoft)
Calendar Integration (Google & Microsoft
Yearly Carry Over of Unused Files (5)
Clio Integration
DecisionVault Integration
DecisionVault Integration
Shareable Intake
Custom Letters (5)
Additional File Bundles Available for Purchase *
Premium
30% savings vs per file
$583/m billed annually or
$648/m billed annually or
25 billed annually or
$350 onboarding
Includes:
Unlimited Users
Unlimited Jurisdictions
Email Integration (Google & Microsoft)
Calendar Integration (Google & Microsoft
Yearly Carry Over of Unused Files (5)
Clio Integration
DecisionVault Integration
DecisionVault Integration
Shareable Intake
Custom Letters (5)
Additional File Bundles Available for Purchase *
Premium
30% savings vs per file
$583/m billed annually or
$648/m billed annually or
25 billed annually or
$350 onboarding
Includes:
Unlimited Users
Unlimited Jurisdictions
Email Integration (Google & Microsoft)
Calendar Integration (Google & Microsoft
Yearly Carry Over of Unused Files (5)
Clio Integration
DecisionVault Integration
DecisionVault Integration
Shareable Intake
Custom Letters (5)
Additional File Bundles Available for Purchase *
Platform Plans
One cost, no hassles
Premium
30% savings vs per file
$583/m billed annually or
$648/m billed monthly
25 billed annually or
$350 onboarding
Estate accounting only file for $250
Includes:
Unlimited Users
Unlimited Jurisdictions
Email Integration (Google & Microsoft)
Calendar Integration (Google & Microsoft
Yearly Carry Over of Unused Files (5)
Clio Integration
DecisionVault Integration
DecisionVault Integration
Shareable Intake
Custom Letters (5)
Additional File Bundles Available for Purchase *
Premium
30% savings vs per file
$583/m billed annually or
$648/m billed annually or
25 billed annually or
$350 onboarding
Includes:
Unlimited Users
Unlimited Jurisdictions
Email Integration (Google & Microsoft)
Calendar Integration (Google & Microsoft
Yearly Carry Over of Unused Files (5)
Clio Integration
DecisionVault Integration
DecisionVault Integration
Shareable Intake
Custom Letters (5)
Additional File Bundles Available for Purchase *
Premium
30% savings vs per file
$583/m billed annually or
$648/m billed annually or
25 billed annually or
$350 onboarding
Includes:
Unlimited Users
Unlimited Jurisdictions
Email Integration (Google & Microsoft)
Calendar Integration (Google & Microsoft
Yearly Carry Over of Unused Files (5)
Clio Integration
DecisionVault Integration
DecisionVault Integration
Shareable Intake
Custom Letters (5)
Additional File Bundles Available for Purchase *
Platform Plans
One cost, no hassles
Per File Plan
No subscriptions, No renewals.
S&O fee applies.
Probate
$
149
Per File
Estate accounting only file for $250
Additional Features
Productivity Bundle
Included with Growth and Premier Platform Plans
$699/year
Estate Intake (BC, Ontario & NY)
Task Templates & Dashboard
Task Templates & Dashboard
- Clio & DecisionVault
- Email & Calendar (Google & Microsoft)
Add-ons
Custom Letters
$200/starting
Add 5 Additional Files
$320/per file
Available for Platform Plans
20% Discount
Notices
Notice to
Creditors
Creditors
$105
Learn More
Per Notice
Notice to
Creditors
Creditors
$105
$89 + publication fee
Per Notice
Learn More
Notice to
Creditors
Creditors
$105
Learn More
Per Notice
Frequently asked questions
Everything you need to know about the product and billing.
Still have questions?
Chat with our AI assistant for instant answers about plans, features, and pricing. It’s fast, accurate, and available 24/7.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Platform Features
Unlimited Users
Document Automation
Task Management
State Specific Account Rep
Court Form Automation
Ad-hoc Task Management
Inventory Management
Informal Reporting
Compensation Fee Calculations
Shareable Intake
Task Templates
Calendar Integration (Google & Microsoft)
Unlimited Jurisdictions
Custom Letterhead
PDF Bank Statement Imports
Nation Fiduciary Accounting Standard
Template Letter Automation
Contact Management
Automated Holdings Calculations
Court Formatted Reporting
Document Management
Custom Letterhead
Email Integration (Google & Microsoft)
