Estate Planning Software Pricing Options
Whether you're planning for yourself or managing a family estate, Meerath has a plan that fits your needs.
save up to 20%
Premium
Perfect for individuals with more complex estate planning needs
$12/monthly
Popular Features:
- AI-powered guidance
- Up to 100–300 assets
- Support access
- Member permissions
Create your account, then choose your plan securely in the app.
Most Popular
Family Plan
Complete estate planning software for multigenerational families
$25/monthly
Popular Features:
- Complete will types
- Advanced member controls
- Guided family setup in the app
- Jurisdictions support
Create your account, then choose your plan securely in the app.
Premium
Perfect for individuals with more complex estate planning needs
$120/annual
Save up to 20% with annual billing
Popular Features:
- AI-powered guidance
- Up to 100–300 assets
- Support access
- Member permissions
Create your account, then choose your plan securely in the app.
Most Popular
Family Plan
Complete estate planning software for multigenerational families
$240/annual
Save up to 20% with annual billing
Popular Features:
- Complete will types
- Advanced member controls
- Guided family setup in the app
- Jurisdictions support
Create your account, then choose your plan securely in the app.
Built with privacy and security at the core
Meerath protects sensitive legacy information with secure access controls, encrypted transmission, and privacy-first data practices.
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Two-factor authentication
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AES and TLS encryption
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GDPR privacy practices
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Aligned with SOC-2 requirements
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 guided allocation checks
Advanced
Advanced + Scenario Modeling
Jurisdictions
Selected supported jurisdictions, with more planned
Custom + Selected Country
Selected supported jurisdictions, with more planned
Security & Support
Digital Distribution
Distribution coordination workflow after verification (confirmers vary by plan)
Enabled (1 Confirmer)
Enabled (3 Confirmers)
AI assistant
In-app AI assistant to help with will setup and planning
Available
Available
Customer Support
Access to assistance when you need it
Support access
Family setup guidance
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.
After cancellation, paid features remain available until the end of the billing period. Access after that depends on your account settings and active subscription.
We use encrypted vault document storage, TLS in transit, access controls, optional two-factor authentication, and privacy tools such as data export and account deletion.
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 family setup guidance.
Ready to Secure Your Legacy with Our Estate Planning Software?
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