Pricing

Simple, honest pricing

No hidden fees, no per-user charges. Start with a free trial — no credit card required.

Plans with automatic bank sync

Connect bank and investment accounts via Plaid and transactions import automatically — no manual entry required.

What counts as an 'active estate'?

An estate is active from the time you open it until you mark it closed. You can have as many closed estates as you like — only open ones count toward your limit.

What happens when I exceed 10 estates on the Basic plan?

You're charged $15 per additional active estate per month, prorated daily. You'll see a clear line-item on your invoice. No surprise cutoffs — just transparent billing.

How does the $149 one-time option work?

You get 18 months of full access for a single estate. If the estate is still open after 18 months, your account automatically converts to $29/month so you're never locked out.

How does Plaid bank sync work?

On + plans, you connect your bank or brokerage account through Plaid's secure link flow. Transactions and investment holdings import automatically — no manual entry. You can connect up to 2 accounts per estate. Bank credentials are never stored by Trust Accounting Pro.

What is a 'connected account' for bank sync?

A connected account is one bank or investment account linked via Plaid — for example, a checking account or a brokerage account each count as one. Basic Attorney+ allows 2 per estate. Practice+ includes 40 total across all estates, with $3/account/month for additional accounts.

Can I switch plans later?

Yes — upgrade or downgrade anytime from your account settings. Upgrades take effect immediately; downgrades apply at the next billing cycle.