Financial planners
$99 a month
15 client files per month · 3 users · $99 per additional client file · $99 per additional user
Checked 8 Oct 2026
Plans and prices
eState Planner pricing
Flexible
$119 a month
1 client file per month · 1 user · $99 per additional client file · $99 per additional user
Checked 8 Oct 2026
Growing
$399 a month
10 client files per month · 3 users · $99 per additional client file · $99 per additional user
Checked 8 Oct 2026
Professional
$1,399 a month
75 client files per month · 15 users · $99 per additional client file · $99 per additional user
Checked 8 Oct 2026