Adviser Packages and pricing
PAYG
$0 AUD/month*
Start without a monthly subscription. Pay only when you start an estate plan.
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Estate plan health check
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Free direct lawyer referrals
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$99* per estate plan
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2 business users
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Email support
Essentials
$250 AUD/month*
For starting up, single operators or practices introducing estate planning to their client base.
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Estate plan health check
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Free direct lawyer referrals
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3 estate plans per month
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Unlimited business users
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Priority support
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8 self serve plans/month
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200 Client Life Vaults
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10% discount on EPOA
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1 month carry-over
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Link-based integration
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Branding: $750 one-off
Intermediate
$550 AUD/month*
For operating practices with multiple planners and a growing estate planning client base.
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Estate plan health check
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Free direct lawyer referrals
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8 estate plans per month
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Unlimited business users
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Priority support
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25 self serve plans/month
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500 Client Life Vaults
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25% discount on EPOA
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3 month carry-over
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On-site integration script
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Branding included
Advanced
$950 AUD/month*
For high-volume practices with a large client base and an established estate planning process.
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Estate plan health check
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Free direct lawyer referrals
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20 estate plans per month
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Unlimited business users
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Priority support
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50 self serve plans/month
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1,500 Client Life Vaults
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50% discount on EPOA
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3 month carry-over
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Project-based integration
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Branding included
OR
* All prices are in AUD and exclude GST. Monthly subscription packages are paid monthly.
Inclusions and exclusions:
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Estate plans are charged at $99 + GST per plan once the monthly package allowance has been used. PAYG advisers are charged $99 + GST per adviser-led estate plan.
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Direct lawyer referrals are free for advisers. Fees may apply between the client and the law firm for legal services.
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PAYG Life Vault access is available for clients connected to an active estate planning matter. Broader standalone Life Vault access is available on subscription packages.
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Carry-over means unused included adviser-led estate plans may be retained for the carry-over period shown in your subscription package. For example, a package with a 3-month carry-over allows unused included estate plan allocations to remain available for up to 3 months. Carry-over is not a cash credit, has no refund value, and may be adjusted or reset if you change, upgrade, downgrade or cancel your package.
Corporate and Super funds
Contact our team to discuss volume packages