Simple, transparent pricing
Start with a free 14-day trial. Upgrade when you're ready — one-time or monthly.
Free Trial
Try EstateProFiler free for 14 days.
- 14-day full access trial
- Single estate management
- Asset & debt inventory
- Task tracking
- One PDF report generation
- Email support
- !Limited to 1 report download
Per Estate
One-time payment for complete estate management.
- Full functionality forever
- Unlimited reports
- Bank import integration
- Collaboration tools
- Executor compensation calculator
- Advanced reporting
- Priority email support
- No recurring fees
Professional
For attorneys and professional fiduciaries.
14-day free trial included
- Everything in Per Estate, plus:
- Unlimited estates
- White-label reports
- Client management portal
- API access
- Dedicated account manager
- Custom integrations
- Training & onboarding
Frequently Asked Questions
Have questions? We've got answers.
How does the 14-day free trial work?
When you sign up, you automatically get 14 days of free access. During the trial you can generate 1 PDF report. To unlock unlimited reports and all features, purchase the Per Estate plan or subscribe to Professional.
What is the Per Estate plan?
It's a one-time payment of $149.99 that gives you full access to manage a single estate with all features, unlimited reports, and no recurring charges. Pay once, use forever for that estate.
What payment methods do you accept?
We accept all major credit cards (Visa, MasterCard, American Express, Discover) through our secure payment processor, Stripe.
Can I cancel the Professional subscription anytime?
Absolutely. You can cancel your subscription at any time from your account settings. Your data will remain accessible until the end of your billing period.
Is my data secure?
Yes, we take security seriously. All data is encrypted at rest and in transit. Payment processing is handled by Stripe with PCI-DSS compliance.