Understanding TrusteeFriend's Pricing Plans

Understanding TrusteeFriend's Pricing Plans

TrusteeFriend offers flexible pricing options to accommodate various needs and budgets. Here's an overview of our pricing structure:

Plan Types

• Individual Plans: Designed for personal use
• Professional Plans: Tailored for those managing multiple trusts
• Enterprise Plans: Customized solutions for large estates or professional trustee services

Key Features

• Document storage and management
• Beneficiary communication tools
• Financial tracking and reporting capabilities
• Compliance assistance tools
• Educational resources

Pricing Structure

• Monthly and annual subscription options available
• Prices vary based on plan type and features included
• Discounts may be offered for annual commitments

Payment Options

• Integration with Klarna and PayPal for flexible payment solutions
• Klarna offers "Pay in 4" option: split purchase into four interest-free payments
• PayPal provides "Pay Monthly" option: break down payments into multiple month plans

Additional Costs

• Notary signing fees and county recording fees (if applicable) are not included in plan prices
• Additional fees may apply for extra services or customizations

Modifying Your Plan

• Ability to modify documents anytime, before or after notarization
• Additional review fees may apply for changes to reviewed plans

Cancellation Policy

• Monthly plans can be cancelled at any time
• Annual plans may have specific terms for cancellation or refunds

For the most up-to-date and detailed pricing information, we recommend visiting the TrusteeFriend pricing page or contacting our sales team directly.