Pricing
Simple, transparent pricing
One plan with everything you need. Subscribe to start — $79/month or $790/year. Choose monthly or annual billing.
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Full access to all features. Subscribe to start immediately.
Monthly
Annual
SAVE 17%
Monthly
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$79 /month
Billed monthly. Cancel anytime.
Everything included
AI-Powered Guided Minutes
All 31 Document Templates
Minutes ↔ Money Integration
Beneficiaries & Unit Management
Unlimited trusts and entities
Governance Calendar with reminders
Distribution workflow with solvency checks
Compensation Tracker
Governance Health Score
Professional PDF Generation
Unlimited trusts & entities
PDF generation & data export
Email support
Pricing FAQ
Common questions
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.
How does billing work?
TrustOffice is $79/month or $790/year. This is a trust expense — the same way the trust pays for legal and accounting services. Subscribe to start governing your trust with full access to all features.
Do you offer discounts for annual billing?
Yes. Annual billing saves approximately 17% compared to monthly billing. 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.