Simple pricing. 
Easy profit.

No monthly or annual fees.

Join 1,000+ professionals nationwide

Demo

Try it yourself.
Free for 7 days.
Features:
Demo client accounts
Demo white label branding
Sample documents
Total planning
Sharing and collaboration
Recommended

Pro

Grow your business.
Onboarding starts at $500.
Features:
Unlimited clients
White label or co-branding
Onboarding specialist
Total planning
Sharing and collaboration

Enterprise

Custom platform.
Flexible pricing.
Features:
SCIM user provisioning
Advanced permissions
SAML single sign-on
Custom contract terms
Custom integrations
Fees & Pricing
Demo
Pro
Enterprise
Annual fee
$0
$0
$0
Onboarding fee (one-time)
$0
$500 - $1,000
Custom
Will Package base fee
Samples
$150
Custom
Trust Package base fee
Samples
$400
Custom
Estate Analysis base fee
Samples
$195
Custom
Client accounts
Samples
Unlimited
Unlimited
Documents
Last Will & Testament
Samples
Revocable Living Trust
Samples
Joint Revocable Living Trust
Samples
Special Needs Provision
Samples
Pour Over Will
Samples
Certificate of Trust
Samples
Quitclaim Deed
Samples
Financial Power of Attorney
Samples
Health Care Directive
Samples
Features
Sharing - Read only
Sharing - Collaborators
Total Planning - Personal
Total Planning - Legal
Total Planning - Medical
Total Planning - Financial
Total Planning - Digital
Total Planning - Legacy