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Premium
Save 44%$14.95/mo
$8.33/mo
billed $99.95/year
Save 44% - save $79/yr
- Unlimited plans
- Document storage (25 GB)
- Camera scanner
- AI chat assistant
- AI chat with document Q&A
- Smart document extraction
- Estate readiness score
- AI-powered organization
- Family collaboration
- Vendor directory
- Priority support
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1 plan
Unlimited
Document storage
5 GB
25 GB
Vendor directory
Camera scanner
Estate readiness score
Family collaboration
AI chat assistant
Smart document extraction
AI chat with document Q&A
AI-powered organization
Support
Priority
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One-Time Add-OnWe build your entire account for you. Send us your documents and we'll organize everything, configure your plans, and invite your family members. Includes a 30-minute onboarding call.
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Document organization
Plan configuration
Family member invites
30-min onboarding call
$199one-time
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Custom PricingSupport employees and clients through life's most important transitions with guided organization, secure document management, and step-by-step planning tools built for families.
Premier plan
Organization-wide access
Dedicated onboarding support
Priority customer support
Bulk invitations and rollout tools
Custom branding (coming soon)
SSO and advanced security options
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