CHOOSE A PLAN THAT'S RIGHT FOR YOUR PRACTICE

TrustedHeir offer several plans designed to work with any size estate planning practice.

$ 99 / mo

Essentials Plan

  • • Up to 10 active clients

  • • Unlimited number of digital assets

  • • Unlimited number of digital trustees

  • • Customer Success and Support

Get eSSENTIALS PLAN

$ 199 / mo

Standard Plan

  • • Up to 25 active clients

  • • Unlimited number of digital assets

  • • Unlimited number of digital trustees

  • • Customer Success and Support

GET BASIC PLAN

$ 349 / mo

Pro Plan

  • • Up to 50 active clients

  • • Unlimited number of digital assets

  • • Unlimited number of digital trustees

  • • Customer Success and Support

GET PRO PLAN

F A Q

How does TrustedHeir’s pricing work?

Our pricing is simple with no surprises. We offer several plan options based on the number of digital estate plans you create for your clients each month. Billing is flexible and will be automatically adjusted based on the number of new clients you add each month.

How long am I locked in for? Can I cancel at any time?

There are no long-term contracts and you can cancel at any time. Even if you cancel, we’ll support your clients throughout their lifetime. Canceling your account is easy: simply go to your account profile and under Subscriptions, click “Cancel my account”.

What happens to my client’s digital estate plans should I ever decide to cancel?

TrustedHeir will manage and support your client’s accounts for their entire lifetime, even if you decide to cancel your account.

Is there a money-back guarantee?

Yes, we will provide refunds with no questions asked.  During the refund period,  we will not maintain or provide support for any client accounts created during that time. For additional information on our payment policies, please see our Terms of Service.

Is TrustedHeir secure?

We take security and confidentiality seriously. We leverage the same security protocols required of banks including 256-bit SSL encryption.We also use Amazon’s secure storage facilities which are globally distributed and protected by state-of-the art electronic surveillance, and 24/7 monitoring. Data is backed up several times each day and no account information is ever available to anyone except for digital trustees during the post-passing process.