Simple Licensing
Pricing
Five tiers for every type of trustee. 30-day free trial on all plans. Annual billing with auto-renewal.
Individual
$699 / year
1 trust
For personal trustees managing a single family trust.
- Full fiduciary accounting
- Document management & generation
- Local AI assistant (fully offline)
- Cryptographic audit trail
- Rules engine & obligations
- Encrypted local storage
Solo
$1,500 / year
Up to 5 trusts
For private trustees managing a small trust portfolio.
- Everything in Individual
- Multi-trust portfolio switcher
- Recurring distributions
- Assisted rule creation (AI)
- Document Intelligence — RAG
Most Popular
Professional
$2,500 / year base
+ $150/seat/yr · 2 seats included
Unlimited trusts
For estate attorneys and CPAs with active client trust files.
- Everything in Solo
- Encrypted firm sync — multi-user
- ACTEC court-ready reports
- Tax prep summary — K-1 prep
- Distribution approval workflow
- Lot-level securities tracking
- eSignature integration (opt-in)
Practice
$4,900 / year base
+ $125/seat/yr · 5 seats included
Unlimited trusts
For firms requiring unlimited scale and advanced tools.
- Everything in Professional
- State court accounting formats
- Property management module
- Alternative asset tracking
- Distribution approval committee
Family Office
$9,600 / year base
+ $200/seat/yr · 5 seats included
Unlimited trusts + premium
For family offices managing wealth across multiple family branches.
- Everything in Practice
- Consolidated cross-trust reporting
- Investment performance TWR / IRR
- Cross-trust distribution summary
- Priority support & escalation
- White-glove onboarding call
30-day free trial on all plans · Card required · Cancel before day 30 and you won't be charged
Annual billing with auto-renewal · Cancel auto-renewal any time in your billing portal
Have a complex situation or want to see it live first? Talk to us before you trial →
Compare Plans
Every feature, every tier. Shipped features are available now. Roadmap features are included in your plan when they ship — no additional charge.
| Feature | Individual $699/yr | Solo $1,500/yr | Professional $2,500 + $150/seat | Practice $4,900 + $125/seat | Family Office $9,600 + $200/seat |
|---|---|---|---|---|---|
| Core Platform | |||||
Trust Overview DashboardShipped KPI strip, action panel, recent activity | |||||
Encrypted local storage — SQLCipherShipped Fully offline, no cloud | |||||
Operator profiles & role-based accessShipped Trustee, attorney, grantor, co-trustee, beneficiary | |||||
Cryptographic audit trailShipped Immutable hash chain, export to CSV | |||||
Administration task managementRoadmap Ticklers, due dates, workflow tasks | Soon | Soon | Soon | Soon | Soon |
Multi-trust portfolio switcherShipped Per-trust data isolation | — | ||||
Encrypted firm sync — multi-userShipped End-to-end encrypted, Professional and above | — | — | |||
Account onboarding / KYC checklistRoadmap New trust setup workflow | — | — | Soon | Soon | Soon |
Calendar sync (opt-in)Roadmap Privacy disclosure required | — | — | Soon | Soon | Soon |
| Financial Ledger | |||||
Double-entry bookkeepingShipped Principal / income separation | |||||
Bank statement importShipped CSV, OFX, QFX, QBO | |||||
Auto-allocation rules engineShipped Pattern matching, auto-approve option | |||||
Staging inbox & approval workflowShipped Review before posting | |||||
Distribution trackingShipped Journal entry linkage, beneficiary view | |||||
Period close / year-end lockingShipped Lock posted periods | |||||
Recurring distributionsShipped Scheduled automatic entries | — | ||||
Distribution approval workflowRoadmap Co-trustee / attorney sign-off | — | — | Soon | Soon | Soon |
Lot-level securities trackingShipped FIFO / LIFO / specific ID | — | — | |||
Non-cash transaction typesShipped Splits, dividends, spinoffs | — | — | |||
PDF bank statement OCRShipped Extract transactions from PDF | — | — | |||
Bill management & payment trackingRoadmap Payables, recurring bills | — | — | — | Soon | Soon |
Distribution approval committeeRoadmap Multi-party approval, audit trail | — | — | — | Soon | Soon |
| Asset Management | |||||
Asset catalogShipped Real estate, personal property | |||||
Entity interest trackingShipped LLC, LP, corp with basis ledger | |||||
Precious metals, crypto, pegged currencyShipped Manual price refresh | |||||
Property management moduleRoadmap Real estate, vehicles, art | — | — | — | Soon | Soon |
Alternative asset trackingRoadmap PE / hedge fund, capital calls | — | — | — | Soon | Soon |
| Reporting | |||||
Trial balance & general ledger detailShipped As-of-date, running balance | |||||
Trust accounting statementShipped Principal / income receipts & disbursements | |||||
Beneficiary distribution reportShipped By beneficiary, type, date range | |||||
Asset summary with cost basisShipped Including entity interests | |||||
ACTEC Formal Account reportShipped Court-ready fiduciary format | — | — | |||
Tax prep summary — K-1 prepRoadmap Income by character & beneficiary | — | — | Soon | Soon | Soon |
Beneficiary report packageRoadmap PDF export for beneficiary delivery | — | — | Soon | Soon | Soon |
State court accounting formatsRoadmap CA, NY, TX, NV variants | — | — | — | Soon | Soon |
Consolidated cross-trust reportingRoadmap Family-wide portfolio view | — | — | — | — | FO only |
Investment performance TWR / IRRRoadmap Time-weighted & internal rate of return | — | — | — | — | FO only |
| Documents & Communications | |||||
Document managementShipped Folders, tags, entity linking | |||||
Document generationShipped 20 seed templates, PDF / DOCX export | |||||
Outbound email — SMTPShipped Offline send queue, threaded replies | |||||
eSignature integration (opt-in)Shipped Requires network, privacy disclosure | — | — | |||
| Workflow & Automation | |||||
Rules engineShipped 21 seed templates, event-condition-action | |||||
Obligations trackingShipped Due dates, recurring, overdue alerts | |||||
Beneficiary managementShipped Profiles, distributions, history | |||||
| AI Assistant | |||||
Agent Assistant — local AIShipped Ollama, fully offline, no data leaves device | |||||
12 read-only AI toolsShipped Query ledger, assets, beneficiaries, obligations | |||||
Document Intelligence — RAGShipped Semantic search across trust documents | |||||
Assisted rule creationRoadmap AI translates trust provisions into rules | — | Soon | Soon | Soon | Soon |
Write-operation AI toolsRoadmap AI data entry with trustee review | — | — | Soon | Soon | Soon |
| Family Office Premium | |||||
Consolidated cross-trust viewRoadmap Single dashboard across entire portfolio | — | — | — | — | FO only |
Investment performance analyticsRoadmap TWR / IRR, benchmark comparison | — | — | — | — | FO only |
Cross-trust distribution summaryRoadmap Family-wide beneficiary totals | — | — | — | — | FO only |
Priority support & escalationShipped Dedicated response path | — | — | — | — | |
White-glove onboarding callShipped Setup session with your team | — | — | — | — | |
"Soon" = on the active roadmap, included in your plan tier when shipped · "FO only" = Family Office plan exclusive
Frequently Asked Questions
What happens when my annual subscription renews?
Your subscription renews automatically each year. You'll receive email reminders 30 days and 7 days before your renewal date. Cancel any time before renewal in your billing portal — access continues until the end of your paid period.
What is included in the 30-day free trial?
The full application with all features your plan includes. Your card is charged only at the end of the trial period. Cancel any time before day 30 and you won't be charged.
How does per-seat pricing work for Professional, Practice, and Family Office?
These tiers include a base price that covers a set number of seats — 2 for Professional, 5 for Practice and Family Office. Each additional seat beyond the base is billed at the per-seat rate for your tier ($150, $125, or $200 per seat per year). Seats map to operators in your firm. You can add or remove seats at any time and Stripe prorates the change automatically.
Does TrustArchive require an internet connection to run?
Individual and Solo tiers operate entirely offline after activation. Professional, Practice, and Family Office tiers use encrypted firm sync to keep data current across your team — this requires an internet connection for sync, but the app continues to work locally if you go offline.
What is the difference between Practice and Family Office?
Both support unlimited trusts and unlimited seats. Family Office adds consolidated cross-trust reporting, investment performance analytics (TWR/IRR), a family-wide distribution dashboard, priority support, and a white-glove onboarding call — built for family offices managing wealth across multiple family branches.
What operating systems are supported?
Windows 10/11 and macOS 12 (Monterey) or later. Both are included with your license.
Is my data backed up?
TrustArchive stores all data locally and syncs encrypted data for firm-tier users. We recommend backing up your encrypted database file to an external drive regularly. The application includes an export function to facilitate this.
Ready to Get Started?
30-day free trial. No charge until day 30. Cancel any time.
No accounts required to trial · Instant local activation · Your data never leaves your machine