Pricing
Simple, transparent pricing.
Start free. Upgrade when you're ready. Every plan includes bank-grade encryption and no lock-in contracts.
Plus
Everything your family needs.
$6
/mo
$69 billed annually
Families with an existing estate plan
Test: 4242 4242 4242 4242
Premium
Complete estate management.
$15
/mo
$179 billed annually
Families who want documents included
Test: 4242 4242 4242 4242
Full Feature Comparison
Basic
Plus
Premium
Advisor
Document Vault
Encrypted document storage
Physical document location tracker
Document version history
Granular sharing permissions
Asset Inventory
Guided asset inventory wizard
Asset categories tracked
Plaid bank/brokerage sync
Estate value estimation
Beneficiary Management
Beneficiary designation tracker
Misalignment alerts
Beneficiary contact management
Successor Trustee
Successor trustee portal
Onboarding curriculum (5 modules)
Emergency checklist (printable)
Check-in / dead man's switch
Document Generation
State-specific Will
Revocable Living Trust
Durable Power of Attorney
Healthcare Directive
Digital Asset Directive
DocuSign e-signature integration
Advisor & Collaboration
Advisor read-only view
Multi-client dashboard
Client completion tracking
White-label co-branding
Bulk client invitations
FiduciaHQ upgrade path
Support & Security
AES-256 encryption
Annual review reminders
Life event nudges
Support
SOC 2 Type II compliance
Managing a complex estate?
Estates over $5M with multiple entities, charitable components, or dynasty trust structures belong on Provenance — our high-net-worth tier.
Corporate trustee or trust company?
FiduciaHQ is built for fiduciaries managing hundreds of trusts across multiple families — with full trust accounting, distribution workflows, and court reporting.
Questions? Email us at [email protected] or .