One estate: $500. The manual alternative: 10+ hours of attorney mediation at $300–$500/hr.
You're not comparing software prices — you're replacing billable mediation hours. Family covers one Estate. Professional provides one shared case allowance for an Organization's Estates and Divorce Matters.
Attorneys: bill it to the estate as a case cost — like a filing fee or appraisal.
Family
For executors and families handling a single estate.
One-time purchase · No subscription
What's included:
- Full optimization engine — all permutations evaluated
- Unlimited assets and beneficiaries
- Private beneficiary valuation capture
- External buy-out modeling
- Adjustable fairness / disparity tolerance
- Sale floor & forced-sale logic
- Audit trail and defensible allocation report
- CSV asset inventory upload
- Trusted Professional Network access
- Email support
Professional
One shared case allowance for your Organization's Estates and Divorce Matters.
≈ $400 per case
Each case may be an Estate or Divorce Matter.
Billed annually · 17% savings vs. monthly
Billed monthly · Cancel anytime
What's included:
- Everything in Family, plus:
- Shared case allowance — use for Estates or Divorce Matters
- Organization dashboard across cases
- Priority support and onboarding call
- White-label report options
- Pre-mortem planning simulation
- Dedicated account manager (100 cases)
- Team member access (unlimited seats)
- Billing and usage reporting
- Cancel anytime (monthly) / 30-day refund (annual)
One shared case allowance for the whole Organization
Estates and Divorce Matters draw from the same allowance at the same rate. Add seats without changing the case allowance.
Need more than 100 cases?
Trust companies, law firms, and other professional Organizations — talk to us about larger shared case allowances, API access, and white-label options.
Contact Us