Simple, Transparent Pricing

Choose Your Plan

Start with a 7-day free trial — explore everything, no credit card required. Upgrade anytime to unlock more features.

Encrypted storage
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Free

Organize My Estate

Essential vault access to store and organize your estate information.

Free
  • Dashboard & Estate Overview
  • Beneficiaries
  • Digital Assets
  • Finance (Manual Entry)
  • Insurance
  • Key Contacts
  • Legal Documents (Upload & Organize)
  • Property & Assets
  • Tax Returns
  • Estate Team
  • Identity Vault
  • Guided Setup
  • Learning Center
  • Save Records
  • Estate Health
  • Secure Share Links
  • Beneficiary Portal
  • AI Document Generation
  • Print & Download
Most Popular

Pro

Manage, Protect, Share & Maintain

Full vault + tools, beneficiary portal, sharing, and advanced reporting.

$14.99/month
  • Everything in Free
  • Estate Health
  • Estate Binder
  • Estate Review
  • Executive Overview
  • Professional Estate Summary
  • Reports & Vault Export
  • Executor Roadmap (Final Act)
  • Life Wishes
  • Secure Share Links
  • Beneficiary Portal Provisioning
  • Notification Center
  • Security Audit
  • Trusted Access
  • Emergency Access
  • Messaging
  • Offline Vault
  • Plaid Bank Linking
  • Print & Download (Reports)
  • AI Document Generation
  • Advanced AI Estate Tools
Best Value

Premium

Create My Legal Estate Plan + Advanced AI

Everything in Pro + AI document generation and advanced estate planning tools.

$24.99/month
  • Everything in Pro
  • AI Document Drafter
  • Will Generation
  • Revocable Living Trust Generation
  • Powers of Attorney (Financial & Healthcare)
  • Healthcare Directive & HIPAA Authorization
  • Pour-Over Will & Certification of Trust
  • Document Regeneration
  • Generated Document Export (Download, Print, Copy)
  • Execution Guidance
  • Advanced AI Estate Tools
  • Priority Support
All plans include secure, encrypted storage. Cancel anytime via .
Every Plan Includes

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Your information is encrypted at rest and in transit using modern security standards.

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Plan for Every Need

Choose Free, Pro, or Premium — each plan expands your capabilities as your estate planning needs grow.