Pricing
One scan. One agent setup. Free forever. Upgrade for ongoing management and financial tracking.
- AI document scanning with full agent setup
- Compliance dashboard & duty tracking
- Store up to 5 documents
- Trust Funding Tracker
- Up to 3 reminders
- Spouse/family sharing
$16.58/month · billed annually
- Everything in Free, plus:
- Unlimited AI document scans
- 20 AI agent conversations/month
- 1 financial document scan/month
- Financial tracking
- Unlimited reminders & document storage
- Life change reports with AI guidance
- Compliance health checks
- CSV/PDF exports
30-day money-back guarantee
$29.08/month · billed annually
- Everything in Essential, plus:
- Unlimited AI agent conversations
- Unlimited financial document scans
- Financial tracking with report exports
- Annual trust review
- Successor readiness kit
- Financial report exports
- Priority support
30-day money-back guarantee
Active military or veteran? Get 20% off any paid plan. Email us to claim your discount.
AI document scanning
AI agent conversations
Financial document scanning
Life change reports with AI guidance
Compliance health check
Annual trust review
Successor readiness kit
Document storage
Reminders
Financial tracking
Financial report exports
CSV/PDF exports
Audit log
Support
Built into every plan
FAQ
Common questions
Yes. The free plan lets you scan one trust document, get a full agent setup with compliance tracking, manage your assets, and store up to 5 documents. No credit card required. Upgrade anytime if you want ongoing AI features and financial tracking.