Pricing
Choose the household or advisor plan that matches the record you need to maintain.
Save up to four months with annual billing.
Domicile Defense
For households establishing and maintaining a defensible domicile record.
Complete Family
For families connecting residency, receipts, financial activity, and professional review.
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. Complete Family includes complimentary onboarding to help establish your household profile, residency plan, and first organized records. Advisor Practice onboarding is tailored to the firm and client volume.
No. Subscription fees cover the software and related support. Qualified advisors remain responsible for professional guidance.