Plans for Every Practice
From solo practitioners to enterprise firms, we have the right infrastructure to power your estate planning practice.
Solo Practice
For individual estate planning professionals
for custom pricing
- Up to 25 client estates
- Up to 50 cataloged accounts per client
- Basic AI assistant
- 25GB document storage
- Email notifications
- Standard support
- Professional dashboard
- Beneficiary portal access
- End-to-end encrypted
Limitations:
• No legal document integration
• Limited access conditions
• No API access
Professional Firm
For estate planning firms and wealth advisors
for custom pricing
- Up to 100 client estates
- Unlimited cataloged accounts per client
- Full AI assistant (all personas)
- 100GB document storage
- Multi-channel notifications
- Legal document integration
- Priority support
- Team member access (up to 5)
- Asset categorization
- Custom access conditions
- Compliance reporting
- Advanced analytics
- Bank-grade encryption
Enterprise
For wealth managers, family offices, and institutions
for custom pricing
- Unlimited client estates
- Unlimited organized items
- Dedicated AI training
- Unlimited document storage
- White-label option
- Unlimited legal entities
- Unlimited team members
- Dedicated account manager
- API access
- Custom integrations (CRM, practice management)
- SSO and directory integration
- Advanced compliance suite
- SLA guarantee
- Custom automated systems
- Professional services
Optional Add-ons
Enhance your plan with additional features
Additional Client Estates
Expand beyond your plan's limit
Contact Us
Extra Document Storage
50GB additional storage
Contact Us
Additional Team Members
Add more users to your practice
Contact Us
Custom Automation Rules
Bespoke access conditions and workflows
Contact Us
Compare Plans
Detailed feature comparison across all plans
| Feature | Solo Practice | Professional Firm | Enterprise |
|---|---|---|---|
| Client Estates | 25 | 100 | Unlimited |
| Cataloged Accounts per Client | 50 | Unlimited | Unlimited |
| Document Storage | 25GB | 100GB | Unlimited |
| Team Members | 1 | 5 | Unlimited |
| Legal Entities | — | Unlimited | |
| AI Assistant | Basic | Full | Custom |
| Advanced Encryption | Standard | Bank-grade | Custom |
| Asset Categorization | — | ||
| Custom Conditions | Basic | Custom | |
| Compliance Reporting | — | Advanced | |
| API Access | — | — | |
| White Label | — | — | |
| Dedicated Support | Standard | Priority | 24/7 + Manager |
| SLA Guarantee | — | — |
Frequently Asked Questions
Everything you need to know about our platform
Ready to Get Started?
Our team is here to help you build the perfect estate planning infrastructure. Schedule a demo or chat with our experts.