Pricing

AI-powered estate planning for every team

Start with a free client portal, trial AI-assisted workflows, and scale to a fully automated practice.

For Clients

Self-serve and firm-managed client pricing tiers that unlock collaborative planning tools.

Client Portal (Free)
$0per month
Give clients a secure workspace to collaborate with their attorney at no cost.
  • Secure document vault and messaging with your attorney
  • Guided data collection and task checklists
  • Ask General Questions AI with guardrails for educational answers only

AI answers stay high-level and never generate legal advice, documents, or asset recommendations.

Create free account
Individual Pro
Self-serve
$9per month
Unlock full AI drafting, document analysis, and scenario planning without waiting for an attorney.
  • Unlimited AI Assistant conversations with real-time plan updates
  • Upload and analyze personal documents with Document AI
  • Model complex “what-if” scenarios with automated insights
  • Export attorney-ready summaries, notes, and action items

Cancel anytime. When test mode is enabled in admin, billing is simulated for sandbox exploration.

Subscribe now

For Attorneys

Practice subscriptions tailored for estate planning professionals and growing firms.

Starter AI
Includes 30-day trial
$129per month
Build a modern workflow with first-draft automation while you stay in full control.
  • Basic AI drafting for simple wills and powers of attorney
  • AI summaries of client intake with missing-information alerts
  • Standard document templates with limited customization
  • Attorney retains full review before delivery

Plus $2 per active client seat / month. 30-day free trial for new attorney accounts.

Start free trial
Pro AI
Most popular
$229per month
Advanced drafting, compliance checks, and scenario modeling for high-stakes cases.
  • Generate complex trusts and tax-optimized clauses
  • Real-time compliance alerts for state-specific issues
  • Estate tax and distribution scenario modeling
  • Document comparison and redlining against firm precedents

Plus $2 per active client seat / month. Ideal for attorneys relying on AI-driven workflows.

Book a demo
Elite Firm
$499per month
Scale estate planning across your firm with enterprise-grade AI and integrations.
  • Advanced AI workflows for paralegals and support staff
  • Firm-specific clause libraries, branding, and templates
  • Priority integration support (Clio, PracticePanther, and more)
  • Dedicated account manager and quarterly optimization reviews

Plus $2 per active client seat / month. Includes 5 user licenses with additional seats available.

Talk with sales

Billing questions or custom firm pricing? Email us at support@aegislegacy.app.