Pricing
Choose the plan that fits your trust situation
Three plans for every trust situation. Trustee at $79/mo for a single trust, Estate at $149/mo for up to 5 trusts, or Advisor at $399/mo for unlimited trusts. Annual billing saves 2 months (from $66/mo).
Three Plans, One Goal
Pick the tier that matches your trust situation and subscribe to start immediately.
Looking for the introductory offer? Get 3 months at $49/mo.
Monthly
Annual
2 MONTHS FREE
Trustee
$66/mo
1 trust or entity
- AI-Powered Guided Minutes
- All 31 Document Templates
- Minutes ↔ Money Integration
- Governance Calendar
- Distribution workflow
- Compensation Tracker
- Trustee 101 video course
Most Popular
Estate
$124/mo
Up to 5 trusts or entities
- Everything in Trustee, plus:
- Multi-trust dashboard
- Recurring task automation
- Up to 5 trusts & entities
- Priority email support
Advisor
$333/mo
Unlimited trusts or entities
Early adopter pricing. Client view and white-label features coming Q3 2026.
- Everything in Estate, plus:
- Multi-signature approvals
- Unlimited trusts & entities
- Dedicated support
- Coming Q3 2026: Client view, white-label binder export
Compare plans
| Feature | Trustee | Estate | Advisor |
|---|---|---|---|
| AI-Powered Guided Minutes | |||
| All 31 Document Templates | |||
| Minutes ↔ Money Integration | |||
| Beneficiaries & Unit Management | |||
| Governance Calendar with reminders | |||
| Distribution workflow with solvency checks | |||
| Compensation Tracker | |||
| Governance Health Score | |||
| Professional PDF generation & data export | |||
| Support | Priority email | Dedicated | |
| Trustee 101 video course | |||
| Trusts & Entities | 1 | 5 | Unlimited |
| Multi-trust dashboard | – | ||
| Recurring task automation | – | ||
| Client view | – | – | Q3 2026 |
| White-label binder export | – | – | Q3 2026 |
| Multi-signature approvals | – | – |
Everything included in every plan
AI-Powered Guided Minutes
All 31 Document Templates
Minutes ↔ Money Integration
Beneficiaries & Unit Management
Governance Calendar with reminders
Distribution workflow with solvency checks
Compensation Tracker
Governance Health Score
Professional PDF generation & data export
Included: Full Trustee 101 video course (9 lessons)
Pricing FAQ
Common questions
What's the difference between the plans?
Trustee is for individuals managing a single trust. Estate is for families or small trusts with up to 5 trusts. Advisor is for professionals managing multiple client trusts, with multi-signature approvals and dedicated support. Client view and white-label exports are coming Q3 2026.
How does billing work?
TrustOffice offers three plans: Trustee at $79/month (1 trust), Estate at $149/month (up to 5 trusts), and Advisor at $399/month (unlimited trusts). Annual billing saves 2 months, bringing the effective rate to $66/mo, $124/mo, or $333/mo respectively.
Can I upgrade or downgrade?
Yes. You can change plans at any time from your billing settings. Upgrades take effect immediately; downgrades take effect at the next billing cycle.
Can I cancel anytime?
Yes. TrustOffice is month-to-month or year-to-year depending on your billing choice. You can cancel at any time, and your subscription will continue until the end of your current billing period. No cancellation fees.
Will I lose my data if I cancel?
No. After cancellation, your data remains accessible for 30 days so you can export anything you need. After 30 days, your account is deactivated, but we can restore it if you decide to return within 90 days.
Do you offer discounts for annual billing?
Yes. Annual billing saves 2 months compared to monthly billing. You pay for 10 months and get 12. You can switch from monthly to annual at any time, and the discount applies immediately.
Is there a setup fee?
No. There are no setup fees, no hidden charges, and no long-term contracts. You pay only for your subscription.
Is the Trustee 101 course included?
Yes. Every TrustOffice subscription includes the full Trustee 101 video course, 9 lessons covering fiduciary duty, recordkeeping, minutes, HEMS, commingling, taxes, investments, beneficiary communication, and family dynamics. Use coupon code TRUSTEE101 for $29 first month.
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Ready to govern correctly?
Choose your plan and start governing your trust today