Plans and Pricing
Estate Settlement
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Settlement Starter
Get started with a customized settlement plan to understand and manage the settlement process.
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Settlement Premium
Same customized settlement plan, plus the tools to manage the settlement process to completion.
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Free
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$38.95 /month
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| Customized Process and Task List | ||
| Customized Process and Task List | ✔ | ✔ |
| Smart Digital Estate Vault | ||
| Smart Digital Estate Vault | Up to 5 Items | ✔ |
| Auto-Discover Named Stakeholders | ||
| Auto-Discover Named Stakeholders | ✔ | ✔ |
| Add New Stakeholders | ||
| Add New Stakeholders | ✔ | |
| Share Vault With Others | ||
| Share Vault With Others | ✔ | |
| Interrogate Estate Docs With Vault IQ | ||
| Interrogate Estate Docs With Vault IQ | Up to 3 Questions | ✔ |
| View Estate Financials | ||
| View Estate Financials | ✔ | ✔ |
| Manage Estate Expenses | ||
| Manage Estate Expenses | Up to 5 Expenses | ✔ |
| Track Estate Distributions | ||
| Track Estate Distributions | ✔ | |
| Support | ||
| Support | Chat, Email | Chat, Email |
| Ask a Settlement Advisor | ||
| Ask a Settlement Advisor* | 1 Question | 5 Questions |
Estate Management
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Estate Management Starter
Get started with a vault to automatically organize and summarize your Estate plan and associated assets.
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Estate Management Premium
Everything you need to proactively organize/manage/monitor your Estate plan, assets and liabilities.
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Free
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$495 /year
Free for life after 10 years
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| Smart Digital Estate Vault | ||
| Smart Digital Estate Vault | Up to 5 Items | ✔ |
| Auto-Discover Named Stakeholders | ||
| Auto-Discover Named Stakeholders | ✔ | ✔ |
| Add New Stakeholders | ||
| Add New Stakeholders | ✔ | |
| Share Vault With Others | ||
| Share Vault With Others | ✔ | |
| Interrogate Estate Docs With Vault IQ | ||
| Interrogate Estate Docs With VaultIQ | Up to 3 Questions | ✔ |
| Balance Sheet and Settlement Pro forma | ||
| Balance Sheet and Settlement Pro forma | ✔ | ✔ |
| Estate Portfolio monitoring and alerts | ||
| Estate Portfolio monitoring and alerts | ✔ | |
| Dedicated Estate Portfolio Manager | ||
| Dedicated Estate Portfolio Manager | ✔ | |
| Track Estate Distributions | ||
| Track Estate Distributions | ✔ | |
| Support | ||
| Support | Chat, Email | Chat, Email |
| Ask a Settlement Advisor | ||
| Ask a Settlement Advisor* | $ | $ |
| Support | ||
| Transition to Settlement | Limited | Full Process |