Plans & Pricing
Accurate. Compliant. Audit-Ready.
Join 2,500+ Canadian Estate Professionals using the most precise trust math in the market.
Choose Your Practice Level
Solo Practitioner
For independent offices & executors
billed annually ($806)
Professional
For boutique firms & CPA teams
billed annually ($2,030)
The Core Features
Solo Practitioner
- Unlimited Provincial Estate Calculators
- Basic Trust & CRA Tax Tools
- Standard Capital Gains Tool (2026 Rates)
- Basic Client Vault (Internal CRM)
- Email Support (24h)
Professional
- Everything in Solo, plus:
- Bare Trust Full Compliance Suite (T3 / Schedule 15)
- Charitable Remainder Trust Modeling
- Trust Residency Determination (CMC + Section 94)
- Full Specialty Suite (Alter Ego, Henson, GRE)
- 21-Year Rule Planning & Projections
- Cross-Border (US-Canada Treaty) Tools
- Scenario Modeling (Pipeline vs. 164(6))
Enterprise
- Everything in Professional, plus:
- Custom Data Residency (Dedicated Shard)
- SSO / SAML (Okta, Azure AD)
- API Access for Custom Portals
- White-Label PDF Report Branding
- Multi-Office License Management
- Dedicated Success Manager
- SLA (99.9% Uptime Guarantee)
Frequently Asked Questions
Where is my data stored?
100% of your data stays on Canadian soil. Our primary servers are in AWS Canada (Central) Montreal, with backups in Calgary. We are fully compliant with Law Society Rule 10-3 (BC) and Law Society of Ontario guidelines.
How do you handle the new 2026 Capital Gains rules?
Our logic engine is updated in real-time. Our calculators automatically apply the 2/3 (66.67%) inclusion rate for trusts and corporations, while maintaining the $250,000 threshold for individuals as per the latest Federal Budget updates.
Can I export my data if I cancel?
Yes. You own your data. You can perform a Full Data Export (CSV and PDF) at any time. We believe in "No-Lock-In" compliance to satisfy your professional fiduciary duties.
Do you offer a free trial?
Absolutely. You can access the Solo Practitioner tier for 14 days, no credit card required. Run as many provincial estate and bare trust checks as you like.