Simple, transparent pricing.
One flat price per guided transition for families. Monthly software subscriptions for professionals — we charge for software, not a share of your legal or financial-service fees.
For individuals & families
Guided Transition
One marriage, divorce, or retirement transition — first year of access included.
$299one-time
- Personalized intake and action plan
- Document organization and secure vault
- Collaboration with partner, family, or counsel
- Professional-ready summary you can share
- First year of full access included
Household Maintenance
Keep documents, permissions, reminders, and household information current.
$49per year, after year one
- Ongoing document storage and access
- Permissions and sharing controls
- Reminders for renewals and reviews
- Household and beneficiary updates
For Professionals
Individual Professional
For solo attorneys, mediators, financial advisers, and estate planners.
$99per month
- Verified professional profile
- Client intake and inquiry pipeline
- Client workspaces and document exchange
- Availability, reviews, and analytics
Firm
For small firms and practices working as a team.
$299per month, up to 5 users
- Everything in Individual Professional
- Up to 5 team members
- Shared client pipeline and workspaces
- Firm-level analytics and roles
Larger Firms
For larger practices with more team members and active client volume.
Custombased on users and active clients
- Scales by team size and active clients
- Custom onboarding and roles
- Dedicated account support
- Contact us for a quote