Estateably Pricing - Frequently Asked Questions
Why are you changing your pricing?
Why are you changing your pricing?
We’re simplifying our pricing to make it more transparent, predictable, and scalable for you, our customers.
The new plans remove friction by eliminating:
Accounting renewals - all files are now one-time payments
User limits - adopt Estateably across your firm with no extra costs
Jurisdiction limits - administer files from any jurisdiction your firm services
This simplifies:
Invoicing - all invoices will show the name of the corresponding file
Access to current and future product enhancements
Ongoing account management and cost predictability
When is pricing changing?
When is pricing changing?
Your pricing will remain the same until January 1st, 2027. You will receive advance notice before any changes take effect.
What is changing?
What is changing?
A few things:
No more limits on users
No more limits on jurisdictions
All upcoming subscription renewals will be credited; you will not be charged for any after April 1st, 2026.
File names will show up on all invoices
What is staying the same?
What is staying the same?
Until January 1, 2027, all pricing for your account will remain the same. You will retain access to all functionality you use today.
Will there always be per-file pricing?
Will there always be per-file pricing?
Yes. We will always offer per-file pricing in Estateably.
Is my plan changing?
Is my plan changing?
No. You will remain on a pay-per-file plan with discounted prices through the end of the year.
Will I lose access to any features?
Will I lose access to any features?
No. You will retain access to all existing features.
Will my invoices be changing?
Will my invoices be changing?
Yes. Your prices will not be changing until January 1, 2027, but your invoices will. All invoices (probate and accounting) will contain the name of the corresponding file. Until January 1, your invoice will show a discount from the new prices to your current price.
What prices will be charged after April 1st?
What prices will be charged after April 1st?
Per-file pricing:
Per-file pricing will stay the same for your account until January 1st, 2027.
Optional productivity bundle (includes task templates, shareable intake & practice management integrations): $699 per year.
Are there any other hidden fees?
Are there any other hidden fees?
No. We’re making these pricing changes to increase transparency and ensure your firm can adopt Estateably without unnecessary friction.
What happens to my upcoming file renewals?
What happens to my upcoming file renewals?
As a token of our appreciation, we’re removing all upcoming file renewals. Going forward, per-file costs will be one-time, and your existing files will be treated the same way.
What happens to my Core/Advanced account plan?
What happens to my Core/Advanced account plan?
Your firm will be moved onto our per-file plans with the productivity bundle enabled through January 1, 2027. This ensures that you have access to all paid features of core & advanced with no interruption.
If your account is set for a monthly or annual renewal, there is nothing to do. As a token of our appreciation, we are waiving all upcoming subscription renewals.
Will there be any service interruptions?
Will there be any service interruptions?
No. Your account will transition to the new per-file plan on April 1, 2026, with no interruption, loss of functionality or pricing changes.
What are the new plans?
What are the new plans?
There are 5 plans to choose from: Per-file, Starter, Growth, Pro and Enterprise.
Per-File: This is the plan your account will remain on by default. Continue paying per-file at the same rates, with no renewals. Per-file discounted pricing will remain until Jan 1st, 2027. You will have the option to add the productivity bundle, which includes task templates and shareable intake & practice management integrations, for $699 per year.
Starter: Annual access to the Estateably platform that comes with 10 files. All files include accounting and are a 25% saving on per-file prices.
Growth: Annual access to the Estateably platform that comes with 25 files and the productivity bundle. All files include accounting and are a 30% saving on per-file prices.
Pro: Annual access to the Estateably platform that comes with 50 files and the productivity bundle. All files include accounting and are a 35% saving on per-file prices.
Enterprise: Expecting a higher volume than 50 files per year? Require additional customizations? Reach out to our team, and we will customize a package for you.
When can I change to a platform plan?
When can I change to a platform plan?
After April 1, 2026, you can reach out to [email protected] to learn more about our new plans and explore if they may be a good fit.
I have more questions. Who should I reach out to?
We’re always happy to help. You can reach out to us via email at [email protected].