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.

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
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.

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