Simple, transparent pricing
Pay per estate — not per seat. You only pay when you have work to do.
Family
For executors and families handling a single estate.
One-time purchase · No subscription
What's included:
- Full optimization engine — all permutations evaluated
- Unlimited assets and beneficiaries
- Private beneficiary valuation capture
- External buy-out modeling
- Adjustable fairness / disparity tolerance
- Sale floor & forced-sale logic
- Audit trail and defensible allocation report
- CSV asset inventory upload
- Trusted Professional Network access
- Email support
Professional
For estate planning firms, attorneys, and trust departments.
≈ 1999 per estate
Billed annually · 17% savings vs. monthly
Billed monthly · Cancel anytime
What's included:
- Everything in Family, plus:
- Volume estate credits — use anytime during term
- Multi-estate firm dashboard
- Priority support and onboarding call
- White-label report options
- Pre-mortem planning simulation
- Dedicated account manager (100+ estates/yr)
- Team member access (unlimited seats)
- Billing and usage reporting
- Cancel anytime (monthly) / 30-day refund (annual)
The per-estate model — aligned with how estate professionals work
Volume grows, your per-estate cost drops. At 50 estates/year you're paying ≈$220/estate. At 100, ≈$185. Compare that to hours of attorney mediation time.
Need more than 100 estates?
Trust companies, corporate fiduciaries, and large estate planning networks — talk to us about enterprise pricing, API access, and white-label options.
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