EstateDraftFL for Firms
Pricing built around how your firm actually works.
License the attorney platform for your clients — Estate-Plan drafting, probate, and the client-facing TrusteeClear™ layer. Per-matter activation, a subscription tiered by file volume, and one-time onboarding — unlimited users, never per-seat, and never a share of your legal fee.
Per matter
$149–$299
per Trustee matter you open
A flat activation fee per matter — $299 all-in for Trust, estate, and power-of-attorney files (accounting, client portal, AI review, and letters included), ~$149 for probate-style files. Your first Trust file is free after a 30-minute working session. Invoice it to the estate and pass the cost through.
Platform subscription
From $250/mo
tiered by file volume, not users
Choose a tier by how many Trustee files your firm opens per year. Add capacity as you grow — you never pay for an empty seat.
Onboarding
$350
one-time setup
We brand and configure the platform to your firm — letterhead, support line, branding, and your reviewing-attorney workflow — so you go live ready to invite clients.
Your first matter is free
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If the platform isn't for you, the file is still yours to finish.
Platform subscription — by file volume
Pick a tier by the number of Trustee files you open per year. Membership includes every feature — Estate-Plan drafting, probate, the Trustee portal, and the workstation AI — with unlimited users. Prefer pay-as-you-go? Every capability is also available a la carte.
Everything included — no add-on menu. The client portal, AI review, accounting tools, letters, integrations, unlimited users, and unlimited vault records are all part of the price. The only add-on we sell is more files.
Practice
$250
per month
Up to 10 Trustee files / year
For solo and small Estate-Planning firms adding the Trustee layer to their existing book.
Firm
$583
per month
Up to 25 Trustee files / year
For active Estate-Planning practices running Trust administration as a recurring line.
Group
$1,083
per month
Up to 50 Trustee files / year
For multi-attorney firms and groups with high trust-administration volume.
Higher volume? We'll build a custom tier. Onboarding is billed once, separately; a matter beyond your tier's yearly allowance is billed per matter.
Buying for a firm? Scope, every charge, onboarding, data, support and exit — on one page.
Subscribe online with a card — billed monthly through Square, and you can cancel from your firm console at any time; the plan runs to the end of the paid month.
Every tier includes
- ✓ Firm-branded (white-label) Trustee portal — your name, logo, and colors
- ✓ AI legal analysis with a firm approval rail (nothing sent without sign-off)
- ✓ Florida statutory deadline engine + qualified-beneficiary notices
- ✓ Searchable document Vault, Trust ledger, accounting & compensation worksheets
- ✓ Co-trustees, helper delegation, dual-approval, and a defensible audit trail
- ✓ Unlimited users — every attorney and paralegal, never per-seat
Membership includes up to $200/month of AI processing per firm workspace. Unused allowance does not roll over month to month.
Firm-Pro pilot
Your brand on the whole client experience
Membership firms can run the client portal white-labeled today: your accent color across the portal, your firm name on every page, and the “powered by” credit toggled off — configured in minutes from your workspace settings, no engineering call. Your clients also get your firm’s approved clause variants compiled into their documents, with each substituted section carrying your firm-template provenance in the audit trail. The Word add-in sideloads for your team under the same accounts.
Add-on
Estate-plan drafting support
Bring the same attorney-controlled AI to the drafting side: upload a will or Trust and the platform organizes facts, checks clauses, and flags missing information for your attorney to finalize — then hand the finished plan to a pre-filled Trustee matter when the time comes. Available as an add-on to any subscription tier.
AI organizes and drafts; your firm reviews and approves before anything is finalized or sent. Firm-gated only — never autonomous.
It's SaaS licensing, usage, and setup — never a share of your legal fee, and never per-seat. The tiers above are the price you pay online; above 50 files a year, we quote a custom tier.
Try it on your firm's matters
We'll walk your firm through the Trustee portal, the attorney dashboard, and the AI analysis — and build a quote around your file volume.