- Home
- eState Planner
- Pricing
Pricing · 2026
eState Planner pricing
4 plans on the record · a free trial
Every plan
Financial planners
$99 a month
$99/mo
15 client files per month · 3 users · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
Flexible
$119 a month
$119/mo
1 client file per month · 1 user · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
Growing
$399 a month
$399/mo
10 client files per month · 3 users · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com
Professional
$1,399 a month
$1399/mo
75 client files per month · 15 users · $99 per additional client file · $99 per additional user
Read 8 Oct 2026 · e-stateplanner.com