Simple pricing for independent financial advisors.
Trustworthy Estate Planning is currently opening access to a small group of advisors as part of its initial rollout and product-feedback program.
Early Adopter Advisor
$75
monthly
$720
annual
Available for early-adopter participating financial advisors who help validate the product and provide meaningful feedback.
- Advisor workflow visibility
- Guided client intake
- Attorney-led completion process
Standard Solo Advisor
$250
monthly
$2,400
annual
For a solo or independent financial advisor subscription.
- Advisor workflow visibility
- Guided client intake
- Attorney-led completion process
Want to see whether early-adopter access is still available?
We will discuss your firm, use case, and rollout timing during the walkthrough.
Request pricing walkthrough