Pricing
Pay for the scale of your stewardship, not for security.
Multi-factor authentication, encryption at rest, audit trails, and QR labels are included in every plan. Start with a 14-day free trial of the Trust plan — no card required. Annual billing saves two months.
Starter
For an executor settling one estate, or a single household trust.
or $16/mo billed annually
- One estate, up to 500 tagged assets
- 2 seats, MFA required
- All asset types (property, books, documents, accounts, securities)
- Printable QR label sheets (PDF, Avery compatible)
- Public, private, or per-field public listings
- 90-day audit trail
- CSV import & export
Trust
For trustees and executors who have help: family, counsel, a bookkeeper.
or $49/mo billed annually
- One estate, up to 5,000 tagged assets
- 5 seats with roles (Owner, Manager, Staff with per-category access)
- Custom fields per asset type
- Photo & document attachments (25 GB)
- 1-year audit trail with export
- Valuation & review reminders
- Collections (sub-trusts, properties, libraries)
Fiduciary
For professional fiduciaries and trust companies administering many estates.
or $124/mo billed annually
- Up to 25 estates, unlimited assets
- 15 seats, enforced MFA policy, IP allow-lists
- Read-only beneficiary & auditor portal
- Live bank & brokerage balances (Plaid), refreshed nightly
- REST API & webhooks
- 10-year immutable audit trail
- Priority support
Enterprise
Dedicated infrastructure, SSO, and contractual guarantees.
- Unlimited estates, assets, and seats
- SAML / OIDC single sign-on
- Dedicated Cloud SQL instance & region of choice
- Custom data-retention and DPA / BAA
- 99.9% uptime SLA, named support contact
| Limits | Starter | Trust | Fiduciary | Enterprise |
|---|---|---|---|---|
| Estates administered | 1 | 1 | 25 | Unlimited |
| Seats | 2 | 5 | 15 | Unlimited |
| Attachment storage | 2 GB | 25 GB | 100 GB | 1000 GB |
| Audit retention | 90 days | 1 year | 10 years | Unlimited |
| QR sheets / month | 10 | 100 | 1,000 | Unlimited |
| Tagged assets per estate | 500 | 5,000 | Unlimited | Unlimited |
| Custom fields | — | Included | Included | Included |
| Valuation reminders | — | Included | Included | Included |
| Live bank & brokerage balances | — | — | Included | Included |
| Beneficiary / auditor portal | — | — | Included | Included |
| API & webhooks | — | — | Included | Included |
| SSO (SAML / OIDC) | — | — | — | Included |
| Priority support | — | — | Included | Included |
What counts as an asset?
Any single tagged record: a property, a book, a document, an account, a holding. Quantity fields let you track 40 identical chairs as one asset.
Can I change plans?
Yes, at any time from Settings → Billing. Upgrades apply immediately and are prorated; downgrades take effect at the end of the period.
Do you offer discounts for nonprofits?
Yes — registered charities and religious organizations receive 25% off any plan. Contact us with your registration number.