Patent Pending · USPTO #64/015,118

Give every client the answer, not the argument.

A patent-pending optimization platform built for estate planning, probate, and trust departments.

Save up to 16% on annual

Solo

For solo professionals managing a small number of active cases.

$49 /mo

Billed annually · save 15%

Billed monthly · cancel anytime

  • Up to 2 combined open estates and divorce matters
  • Essentials inheritance features for included estates
  • All existing divorce capabilities, including collaborators
  • Executors, beneficiaries, parties, and collaborators join at no charge
  • Standard support
Most Popular

Practice

For practices managing a steady book of estate and divorce work.

$99 /mo

Billed annually · save 16%

Billed monthly · cancel anytime

  • Up to 10 combined open estates and divorce matters
  • Complete inheritance features for included estates
  • All existing divorce capabilities, including collaborators
  • Executors, beneficiaries, parties, and collaborators join at no charge
  • Priority support

Firm

For firms, trust departments, and family offices without a case cap.

$249 /mo

Billed annually · save 16%

Billed monthly · cancel anytime

  • Unlimited open estates and divorce matters
  • Complete inheritance features for included estates
  • All existing divorce capabilities, including collaborators
  • Executors, beneficiaries, parties, and collaborators join at no charge
  • Priority support

Enterprise

For organizations that need a tailored agreement.

Let's talk
Contact Sales
  • Contact us to discuss your organization's needs.

Every plan includes your clients.

When you invite a Personal Representative or executor into an estate, the estate receives Essentials inheritance features on Solo and Complete on Practice or Firm. Beneficiaries, divorce parties, and collaborators also join at no charge.

  • Cancel anytime
  • Your records are preserved after downgrade or cancellation
  • Patent-pending USPTO #64/015,118

Common questions

How does invited-executor access work?
When your organization creates a case, it can invite the executor, beneficiaries, parties, and collaborators at no charge. Solo estates receive Essentials inheritance features; Practice and Firm estates receive Complete.
What counts as an open case?
Any estate or divorce matter that has not been closed counts toward the combined allowance. Closed cases do not count, and their records are preserved.
Can I upgrade mid-cycle?
Yes. Upgrades take effect immediately and are prorated. Downgrades and cancellations take effect at the end of the current billing period. Your records are preserved.
What is Enterprise?
Enterprise is contact-sales pricing for organizations that need a tailored agreement.

Handling an estate yourself, without an attorney?

See executor pricing