Plans & access
LegatePro supports one-estate administration, repeat professional work, coordinated firm operations, and institutional deployment. Access scales with how estate work is actually performed rather than forcing every user into the same subscription.
LegatePro Individual Estate
For someone administering one estate
Use LegatePro for a specific estate from intake through administration and closeout. Each additional estate uses its own Individual Estate access.
LegatePro Professional
For repeat executors, fiduciaries, and estate professionals
Designed for people who administer estates repeatedly and need an ongoing operating environment instead of purchasing access estate by estate.
LegatePro Firm
For organizations coordinating estate work across a team
Firm access adds an organization-level commercial relationship for teams that need coordinated estate operations, oversight, and scalable administration.
LegatePro Platform
For institutions and embedded estate-administration use
Platform relationships support larger institutional, integration, distribution, or embedded-use requirements that need a dedicated commercial structure.
How access scales
Individual access follows a specific estate. Professional access is designed around repeat administration. Firm and Platform relationships add organizational scale rather than turning ordinary collaborators into separate estate purchases.
One estate
Choose Individual when you are administering a specific estate and do not need an ongoing multi-estate commercial relationship.
Estates are recurring work
Choose Professional when new estates are part of your ongoing work and you need repeat access across your administration workflow.
Estate administration is organizational
Firm and Platform access are designed for governance, throughput, distribution, and operating requirements beyond one individual user.
Individual Estate access
Individual access is not a recurring subscription for the executor. It is commercial access for one estate administration. Collaborators can participate in that estate without turning each person into a separate Individual purchase.
Another estate
Administering another estate requires another Individual Estate purchase unless your commercial relationship includes repeat estate capacity.
Collaborators included
Estate collaborators do not need to purchase separate Individual access simply because they are helping with an estate you administer.
Do I need a recurring subscription for one estate?
No. Individual Estate access is purchased once for the estate you are administering.
What if I manage estates professionally?
Professional is designed for repeat administration and supports an ongoing commercial relationship rather than requiring a fresh Individual purchase as your primary operating model.
Do collaborators need their own plan?
Individual Estate access is tied to the estate administration rather than charging each collaborator separately for participating in that estate.
Do I still need LegatePro if I have an attorney?
LegatePro helps organize administration, records, tasks, accounting, and estate workflow. It can help you work more effectively with legal and financial professionals, but it does not replace legal advice.
Where do I see current commercial terms?
Individual purchase terms are presented during checkout. Professional, Firm, and Platform commercial terms are presented through the applicable purchase or sales process.
Ready to choose your access model?
Use Individual Estate access for a specific estate, Professional for repeat administration, or talk with LegatePro about Firm and Platform requirements.