Pricing

Simple pricing for a household

Start free with the people already named. Move to Family or Trust when a trustee or an advisor needs a seat.

Plans

Save 20%

Household

$0

per month, billed annually

  • Up to 4 people on the transfer
  • The shared list of open steps
  • Documents kept with the decision

Family

Most popular

$39

per month, billed annually

  • Up to 12 people on the transfer
  • A seat for the trustee
  • The full account record

Trust

$119

per month, billed annually

  • Unlimited people on the transfer
  • Seats for the advisor and the attorney
  • A record the trustee can export
FeatureHouseholdFamilyTrust
People on the transfer412Unlimited
Shared list
Documents with the step
Trustee seat
Advisor seats
Export the record

Questions about price

Can we start without a card?

The household plan is free. Family and Trust ask for a card only when you choose them.

What happens when the transfer is finished?

You can leave. The record stays available to the people still on it until you remove the workspace.

Is the annual price the one on the card?

The annual price is the monthly amount when you pay for the year. Family is $39 instead of $49. Trust is $119 instead of $149.

  • No card for the household plan.
  • You can leave when the transfer is done.
  • The record is for the people on that transfer.