Document free. Pay when it matters.
Organize your estate for free. Only pay when you need to share with family or settle an estate.
Which plan is right for you?
Documenting my estate
Start with Organize — it's free
Helping someone I love
The Family plan lets everyone help
Settling after a loss
Family includes 1 settlement
Organize
Document your estate at your own pace. Export a PDF. Completely free.
Free forever
- 1 personal estate
- All 6 data categories
- Clean PDF export
- Two-factor authentication
- 1 family member (view only)
- 30-day activity history
- Multiple estates
- Family members can edit
- Settlement tracking
Family
Share with your family and help loved ones organize. One-time payment.
One-time payment
- Up to 4 estates
- All 6 data categories
- Clean PDF export
- Two-factor authentication
- Invite up to 5 family members
- Unlimited activity history
- Family members can edit
- Control who sees what
- Settle 1 estate when the time comes
Frequently Asked Questions
Everything you need to know about our plans
What if I just want to organize my own estate?
The Organize plan is completely free and gives you everything you need to document your estate, export a PDF, and share view-only access with one family member. No credit card required.
What if I want to help my parent organize their estate?
You can create an estate on their behalf with the free Organize plan. If you want to invite other family members to help, the Family plan lets you add up to 5 people per estate with edit access.
What happens when someone passes away?
Any family member with edit or management permissions can begin estate settlement. This enables progress tracking to help your family organize the settlement process. No approval is needed from the deceased - the family can start immediately. Settlement is included with Family (1 estate) and Professional (unlimited).
Can my family members log in and help?
Yes! Invite family members by email. They create their own account and can view or edit estate information depending on the permissions you set. The Organize plan includes 1 family member (view only). The Family plan includes up to 5 with edit access.
Is my data secure?
Yes. All data is encrypted in transit and at rest. We support two-factor authentication, and you control exactly who has access to each estate. We never share or sell your data.
Who is the Professional plan for?
The Professional plan is designed for attorneys, financial advisors, and executors who manage multiple client estates. It offers unlimited estates, unlimited family members per estate, and unlimited settlements.