Simple, transparent pricing

    Start free. Pay only for what you need.

    For Individuals & Executors

    One-time purchases — no subscription required

    Estate Visualization & Analysis

    $19.99one-time

    See what's really in your will

    Free preview includes

    • Upload and AI analysis of your will
    • Top-level estate distribution chart
    • Beneficiary names and allocation percentages
    • 1 free AI question about your will

    Full unlock includes

    • Complete estate hierarchy and breakdown
    • All identified considerations explained
    • Unlimited AI chat about your will
    • Share with beneficiaries, executor, and advisor
    • PDF export for your records
    Start Free Preview

    Free preview available — no account needed

    Executor Toolkit

    $49.99one-time per estate

    Navigate probate with confidence

    Free access includes

    • Phase 1 checklist (Days 1–7, 8 tasks)
    • Jurisdiction requirements for 60+ jurisdictions
    • FAQ & glossary
    • 1 free AI question

    Full unlock includes

    • All 4 phases, 37 tasks with step-by-step guidance
    • Document tracking across 5 categories
    • Unlimited AI chat for executor questions
    • PDF checklists and export
    • Share progress with co-executors and beneficiaries
    Get Started Free

    Phase 1 always free — no account needed

    For Financial Advisors & CPAs

    Subscription plans — try your first client will free

    MonthlyAnnual (Save 20%)

    Free Trial

    $0

    Try EstateClarity with real clients

    • 1 client will analysis
    • 3 advisor resources
    • Basic dashboard
    • Client sharing
    • Branded sharing
    • Conversion analytics
    • Client management CRM
    • Team access
    Most Popular

    Professional

    $49/month

    For solo advisors and small firms

    • 25 will analyses per month
    • Unlimited client sharing
    • All 18 advisor resources
    • Branded sharing with your logo
    • Conversion analytics
    • Priority AI chat support
    Coming Soon

    Team

    $149/month

    For firms with multiple advisors

    • 100 will analyses per month
    • Up to 5 team members
    • Advanced conversion analytics
    • Full client management & CRM
    • Featured advisor directory listing
    • All Professional features included

    Team features launching soon. Contact us for early access.

    Contact Sales

    Enterprise

    Custom

    For large firms and organizations

    • Unlimited will analyses
    • Unlimited team members
    • Full API access
    • White-label branding
    • Dedicated account manager
    • Custom integrations

    30-day money-back guarantee on all paid plans. If EstateClarity doesn't save you time, we'll refund you — no questions asked.

    Compare Plans

    Individuals & Executors

    Feature Free Preview Visualization ($19.99) Executor Toolkit ($49.99)
    Will visualization Summary only Full detailed breakdown
    AI analysis questions 1 Unlimited Unlimited
    Share with family / advisor ✓ (co-executors)
    PDF export
    Executor checklist Phase 1 only All 4 phases (37 tasks)
    Document tracking ✓ (19 documents)
    Jurisdiction requirements

    Financial Advisors & CPAs

    Feature Free Trial Professional ($49/mo) Team ($149/mo) Enterprise
    Client will analyses 1 total 25 / month 100 / month Unlimited
    Client sharing Unlimited Unlimited Unlimited
    Advisor resources 3 of 18 All 18 All 18 All 18
    Branded sharing
    Conversion analytics Advanced Advanced
    Client management CRM
    Team members 1 1 Up to 5 Unlimited
    Advisor directory listing
    API access
    White-label branding
    Support Community Priority Priority Dedicated

    Frequently Asked Questions

    Ask Clarity