Domicile Defense
For households establishing and maintaining a defensible domicile record.
- ✓Residency calendar
- ✓Evidence library
- ✓Readiness score
- ✓Annual binder export
- ✓1 advisor guest
Pricing
Choose the household or advisor plan that matches the record you need to maintain.
Save about two months with annual billing.
Domicile Defense
For households establishing and maintaining a defensible domicile record.
Complete Family
For families ready to connect domicile, estate, access, and legacy records.
Advisor Practice
Tailored to your firm and client volume
For professional teams that need organized client records and review workflows.
Pricing questions
Yes. You can change your household plan as your needs evolve.
Domicile Defense includes one advisor guest. Complete Family supports expanded family and advisor access. Advisor Practice is designed for firms managing multiple households.
Yes. Concierge organization and firm implementation are optional services scoped separately from the software subscription.
No. Subscription fees cover the software and related support. Qualified advisors remain responsible for professional guidance.