Plans and pricing

Each plan unlocks more of your vault. Billed monthly or annually, cancel any time.

Nothing is charged yet, and prices are not yet set. Paid plans open with general availability, and this page will show each plan’s price before then. Until then every account has every feature, at no charge, and we will give at least 30 days’ notice before any billing starts.

Starter

See everything you own in one place.

Price to be announced

  • Linked bank and card accounts
  • Spending and cash flow
  • Document vault
  • Share access with family or an advisor

Core

Add investments and property.

Price to be announced

  • Everything in Starter
  • Brokerage and retirement holdings
  • Properties and rental income
  • Net-worth history

Complete

Trusts, filings and tax documents, with your attorney in the loop.

Price to be announced

  • Everything in Core
  • Trust builder and trust records
  • Filing tracker and tax documents
  • Attorney and CPA access with audit trail

Practice

For advisory and law firms that link to their clients' vaults.

  • Firm-wide client list and household summaries
  • Unfunded-trust and review reports
  • Plans, notes and meeting records kept by the firm
  • Staff roles with admin MFA

Price to be announced,
per firm

Subscriptions renew automatically at the end of each billing period unless cancelled first. Fees are billed in advance and are generally non-refundable; see the Terms of Service, paragraphs 29 to 33. Attorneys, CPAs and advisors you share your vault with never pay to view it.

Safety information in your vault, such as a warning that a trust is unfunded, is never held back by plan.