TrusteeClear for Firms
License the client-facing Trustee layer for your clients. Per-matter activation, a subscription tiered by file volume, and one-time onboarding — unlimited users, never per-seat, and never a share of your legal fee.
Per matter
$149–$299
per Trustee matter you open
A flat activation fee per matter — $299 all-in for Trust, estate, and power-of-attorney files (accounting, client portal, AI review, and letters included), ~$149 for probate-style files. Your first Trust file is free after a 30-minute working session. Invoice it to the estate and pass the cost through.
Platform subscription
From $250/mo
tiered by file volume, not users
Choose a tier by how many Trustee files your firm opens per year. Add capacity as you grow — you never pay for an empty seat.
Onboarding
$350–$500
one-time setup
We brand and configure the platform to your firm — letterhead, support line, branding, and your reviewing-attorney workflow — so you go live ready to invite clients.
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If TrusteeClear isn't for you, the file is still yours to finish.
Pick a tier by the number of Trustee files you open per year. Every tier includes the full platform and unlimited users.
Everything included — no add-on menu. The client portal, AI review, accounting tools, letters, integrations, unlimited users, and unlimited vault records are all part of the price. The only add-on we sell is more files.
Practice
$250
per month
Up to 10 Trustee files / year
For solo and small Estate-Planning firms adding the Trustee layer to their existing book.
Firm
$583
per month
Up to 25 Trustee files / year
For active Estate-Planning practices running Trust administration as a recurring line.
Group
$1,083
per month
Up to 50 Trustee files / year
For multi-attorney firms and groups with high trust-administration volume.
Higher volume? We'll build a custom tier. Per-matter activation and onboarding are billed separately from the subscription.
Add-on
Bring the same attorney-controlled AI to the drafting side: upload a will or Trust and the platform organizes facts, checks clauses, and flags missing information for your attorney to finalize — then hand the finished plan to a pre-filled Trustee matter when the time comes. Available as an add-on to any subscription tier.
AI organizes and drafts; a Florida attorney reviews and approves before anything is finalized or sent. Attorney-gated only — never autonomous.
It's SaaS licensing, usage, and setup — never a share of your legal fee, and never per-seat. Pricing is in beta while we onboard design-partner firms; we'll quote your firm exactly based on your file volume.
We'll walk your firm through the Trustee portal, the attorney dashboard, and the AI analysis — and build a quote around your file volume.