Estate Link

Pricing

One plan. Every seat.

No tier maze. Full platform access for the whole firm. Optional SMS and payments when you want them. Billing starts after a demo.

See what's included

Questions about plans or add-ons? See the FAQ.

What's included

The full practice hub, on every seat.

Every user gets the same platform. You are not paying more to unlock the parts of the journey that matter.

01

Client journey

  • Inquiry forms that become consults and matters
  • Client intake completed in your branded portal
  • White-label portal with your logo, theme & subdomain

02

Practice work

  • Matters, contacts, fiduciary roles & family tree
  • Tasks, templates, time tracking, invoicing & job cost
  • Trust accounting and bank ledgers

03

Connected firm

  • Microsoft 365 email with firm signatures
  • Dropbox & QuickBooks Online
  • Free migration support and spreadsheet import help
  • Export a backup of your firm records anytime
  • Email support

SMS messaging and Estate Link Payments are optional add-ons.

Core plan

Simple pricing for the whole firm.

Full platform access for estate planning firms. One plan, every seat. Billed per user. Request a demo to get started. No self-serve checkout.

Request a demo

Billed annually

$69

/user/month

$79

/user/month billed monthly

Optional add-ons

Layer on SMS or payments when you are ready.

SMS Messaging

$49/mo

Local number. Toll-free is $69/mo.

Billed per firm / month

Text clients from Estate Link with a dedicated firm number for payment links, reminders, and updates tied to the matter.

  • Dedicated local ($49/mo) or toll-free ($69/mo) number

  • 1,000 outbound segments included each month

  • +$15/mo per additional 1,000 outbound segments

  • Inbound replies do not count toward your allotment

  • Unused segments do not roll over

Estate Link Payments

0.5%

Platform fee. No monthly charge.

ACH platform fee capped at $10

Collect consult deposits and invoices online. Pay a small platform fee only when money comes in.

  • No monthly fee. Pay only when you collect

  • 0.5% Estate Link platform fee on cards and ACH

  • ACH platform fee capped at $10

  • Card and ACH processing fees apply separately

  • Optional pass-through so clients cover processing costs

Next step

Book a demo.

We will walk the product with your practice in mind, and make pricing concrete for your team size.

Request a demo