Popular
FREE
$0
/ per advisor, per year
Get started at no cost with essential tools to support your client's legacy journey!
What's Included
Invite Your Team Members
Free Resources
Advisor Portal Review
Popular
PREMIUM
$5,000
/ per advisor, per year
Less than $14 a day to protect and grow your most valuable client relationships.
One advisor license includes unlimited families.
What's Included
Full access to the platform for Every Advisor License.
Vision
Milestones
Legacy Letters
Kin AI
White-Labeled Client Experience
Advisor Resource Library and Education
Platform Updates as Total Family Evolves
Everything is included. Nothing is gated.
Legacy work is no longer nice-to-have.
Feature | Free | Premium |
|---|---|---|
Vision | — | ✓ |
Milestones | — | ✓ |
Legacy Letters | — | ✓ |
Kin AI | — | ✓ |
White-labeled client experience | — | ✓ |
Advisor resource library and education | — | ✓ |
Platform updates | — | ✓ |
Something to invite families into | — | ✓ |
Free resources | ✓ | ✓ |
Price | $0 | $5,000 per advisor, per year |
30 days of full Premium access | n/a | ✓ |
