Household
$0
per month, billed annually
- Up to 4 people on the transfer
- The shared list of open steps
- Documents kept with the decision
Pricing
Start free with the people already named. Move to Family or Trust when a trustee or an advisor needs a seat.
$0
per month, billed annually
$39
per month, billed annually
$119
per month, billed annually
| Feature | Household | Family | Trust |
|---|---|---|---|
| People on the transfer | 4 | 12 | Unlimited |
| Shared list | |||
| Documents with the step | |||
| Trustee seat | |||
| Advisor seats | |||
| Export the record |
The household plan is free. Family and Trust ask for a card only when you choose them.
You can leave. The record stays available to the people still on it until you remove the workspace.
The annual price is the monthly amount when you pay for the year. Family is $39 instead of $49. Trust is $119 instead of $149.