Pricing
One flat fee per estate.
Start free. Upgrade when you need more help. Never a percentage of your inheritance.
Choose your level of help
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Free
The Checklist
$0
always free
For getting your bearings. Your personalized task list, in order, with the real scope of what you are dealing with.
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Available now
Guide
$249
one-time, per estate
For doing it yourself, with us pointing the way. State and institution-specific guidance, deadline tracking, templates, saved progress, and family collaboration.
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Coming soon
Companion
$899
one-time, per estate
For having it done with you, step by step. Step-by-step orchestration, documents generated and filled for you, and on-demand answers when you are stuck.
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By request
Concierge
$5,000
complex estates
For handing it off, or when it's complex. A dedicated human guide for trusts, real property, multi-state probate, and contested estates.
Compare plans
The full comparison.
Every entitlement, side by side.
Scroll to compare →
| Feature | ||||
|---|---|---|---|---|
| Get oriented | ||||
| Personalized estate task list | Included | Included | Included | Included |
| The full sequence, in order | Included | Included | Included | Included |
| Your estimated timeline and task count | Included | Included | Included | Included |
| State and institution-specific guidance | Not included | Included | Included | Included |
| Deadline tracking | Not included | Included | Included | Included |
| Document templates (you fill them in) | Not included | Included | Included | Included |
| Saved progress across the whole estate | Not included | Included | Included | Included |
| Family and co-executor collaboration | Not included | Included | Included | Included |
| Guided execution | ||||
| Step-by-step orchestration through every task | Not included | Not included | Included | Included |
| Documents generated and filled for you | Not included | Not included | Included | Included |
| Institution-by-institution workflows | Not included | Not included | Included | Included |
| On-demand answers when you're stuck | Not included | Not included | Included | Included |
| Proactive nudges so the next wave doesn't surprise you | Not included | Not included | Included | Included |
| Vendor coordination | Not included | Not included | Included | Included |
| Complex estates | ||||
| A dedicated human guide | Not included | Not included | Not included | Included |
| Trusts, real property, multi-state probate | Not included | Not included | Not included | Included |
| White-glove attorney and CPA coordination | Not included | Not included | Not included | Included |
Why one flat price?
You do not need another bill to manage, or a company skimming your inheritance. You pay once. We stay until the estate is closed.
Good to know
Is this a subscription?
No. One payment, per estate. We're with you until it's done.
Not sure which to pick?
Start free, then move up to Guide when you're ready. Upgrades only cost the difference.
What if the estate is complicated?
That's Concierge. Tell us what you're dealing with, whether high-asset, multi-state, or contested, and we'll scope it with you.
Do you take a percentage of the estate?
Never. The fee is the fee, no matter what your family inherits.
Grief is hard. Death admin shouldn't be.
One-time. Per estate. No subscription.