Pricing
Choose a one-time plan for your trust administration, with no recurring payments.
Your plan match
General needs only. No names, account numbers, documents, or financial details are sent to AI.
The core organizer for a straightforward trust administration.
$199one time, per trust
One-time payment for one trust. Sign in first; checkout is hosted by Stripe.
Everything in Essentials, plus ongoing guidance as questions come up.
$449one time, per trust
One-time payment for one trust. Sign in first; checkout is hosted by Stripe.
Guided, plus a one-hour educational consultation.
$1,195one time, per trust
One-time payment for one trust. Sign in first; checkout is hosted by Stripe.
Why one-time per trust? Most trustees need help for about 12–18 months. A single payment covers the whole administration, without recurring charges.
The Personal plan's consultation is educational in nature — it does not create an attorney–client relationship. Each trust is administered separately, so the price of the tool is generally a proper trust expense.
An important note
Trustee Navigator provides general educational information about trust administration, with an initial focus on California. It is not legal, tax, or financial advice, and it is not a substitute for advice from a licensed professional who has reviewed your specific trust and circumstances.
Deadlines and timeframes shown are general reminders. The terms of your trust, the facts of your situation, and changes in law may affect what applies to you. Always confirm dates and obligations with your attorney or tax professional.
Using this application, including Ask Angela Esq AI, does not create an attorney–client relationship.