Estate Planning Software Pricing Options
Whether you're planning for yourself or managing a family estate, Meerath has a plan that fits your needs.
Most Popular
Premium
Perfect for individuals with more complex estate planning needs
$12/monthly
Popular Features:
- AI helper
- Up to 100–300 assets
- Priority support
- Member permissions
Family Plan
Complete estate planning software for multigenerational families
$25/monthly
Popular Features:
- Complete will types
- Advanced member controls
- Concierge onboarding
- Jurisdictions support
Most Popular
Premium
Perfect for individuals with more complex estate planning needs
$120/annual
Save {percent} with annual billing
Popular Features:
- AI helper
- Up to 100–300 assets
- Priority support
- Member permissions
Family Plan
Complete estate planning software for multigenerational families
$240/annual
Save {percent} with annual billing
Popular Features:
- Complete will types
- Advanced member controls
- Concierge onboarding
- Jurisdictions support
Compare All Estate Planning Features
Get a detailed breakdown of what's included in each plan
Feature
Premium
Family Plan
Member Access
Will Holder Accounts
Primary accounts that can create and manage wills
1 account
1 account
Family Members
Add family members; invitation capability varies by plan
10 members (invitations enabled)
25 members (invitations enabled)
Role Types
Define specific roles for family members
Standard (Heir, Guardian, Executor)
Advanced (All roles + Custom)
Asset Management
Asset Entries
Number of assets you can add to your inventory
Up to 100
Up to 300
Storage
Account storage limit
1GB
10GB
Document Vault Storage
Secure storage for important documents
Up to 100
Up to 300
Will Creation
Will Limits
Number of active and draft wills you can have
1 Active Will + 3 Draft Will
1 Active Will + 10 Draft Wills
Smart Allocation Tools
Distribute assets by percentage with automatic validation
Advanced
Advanced + Scenario Modeling
Jurisdictions
Where you can build wills (Custom, selected countries, or all)
Custom + Selected Country
All jurisdictions
Security & Support
Digital Distribution
Automated distribution flow after verification (confirmers vary by plan)
Enabled (1 Confirmer)
Enabled (3 Confirmers)
AI Helper
In-app AI assistant to help with will setup and planning
Available (coming soon)
Available (coming soon)
Customer Support
Access to assistance when you need it
Priority support
Dedicated support
Frequently Asked Questions about Estate Planning Software
Yes, you can upgrade or downgrade your estate planning software plan at any time. When upgrading, you will get immediate access to new features. When downgrading, you will retain access to your current features until the end of your billing period.
Members are people you invite to participate in your estate planning. Each plan allows for a different number of members, and you can assign them specific roles like heir, guardian, or executor. Members can only access the information you explicitly share with them.
If you cancel your paid subscription, your account will revert to the Free plan at the end of your billing period. You will retain access to your basic will and up to 5 assets, but premium features will be disabled until you reactivate your subscription.
Absolutely. We use bank-level encryption for all data storage and transmission. Your information is encrypted both in transit and at rest, and we maintain strict access controls and regular security audits to ensure your data remains protected.
No. All our estate planning software plans are subscription-based with no long-term commitment required. You can cancel at any time without penalty.
We offer a 30-day money-back guarantee for all paid plans. If you're not satisfied with your subscription within the first 30 days, contact our support team for a full refund.
For Organizations
Need a Custom Estate Planning Solution?
Law firms, financial advisors, and enterprise organizations can request a tailored plan with custom features, advanced integrations, and dedicated support.
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