For professionals and partners
If you handle more than one estate — or you hand people help for a living — the consumer pricing is the wrong shape for you. This page is the right shape.
Solo Professional
$490
per year, unlimited estates
Independent fiduciaries, professional executors, paralegals, and document preparers.
- Unlimited estates under one login
- Everything in Estate Pro, on every estate — we set your account up by email within a day
- Client-ready exports of every document and record
- Priority email support
We set your account up by email within one business day of checkout.
Firm
$1,900
per year, per practice
Small law firms, trust departments, and accounting practices.
- Everything in Solo Professional
- Billed once for the practice rather than per person
- Priority support and onboarding
- Named-seat management is on the roadmap, not built yet — ask us where it stands
We set your account up by email within one business day of checkout.
Community Partner
Free, or at cost
for qualifying organisations
Probate court self-help centres, legal aid organisations, law school clinics, hospices, and credit unions serving members.
- Bulk access for the families you serve
- A printable one-pager you can hand out
- No branding requirement and no data sharing asked of you
- We would rather have the distribution than the revenue
These are annual because a professional's need genuinely recurs — new estates keep arriving. We don't sell a subscription to a grieving family settling one estate, because that need ends and billing that doesn't end would be predatory. The distinction is deliberate.
If you serve people who can't pay
Probate court self-help centres, legal aid organisations, law school clinics, hospice social workers, and credit unions: we would rather you had this than charge you for it.
What we're offering, plainly: bulk access for the families you serve, at no cost or at cost. No branding requirement. No requirement that you promote us. No data sharing asked of you, and we don't want your clients' information.
Why: the people who most need a phased plan and prepared letters are the ones least able to pay a probate attorney $11,000, and you are already sitting with them. Distribution through you is worth more to us than the licence fee.
What you're actually getting
- Legal figures you can defend to a client
- 83 sources, each linked to the statute, official form, or agency page it came from, each carrying the date we last verified it. State thresholds are applied by date of death, not just the current figure — which matters, because Florida's summary administration cap changed mid-2026 and the codified statute page still showed the old number months later. Everything is on our sources page for you to check.
- What institutions actually require, from people who just did it
- Executors using Honor & Keep can report what a bank or brokerage really asked for. Those reports are dated and aggregated, so the guidance reflects current practice rather than a policy page written years ago. Reports carry no decedent or account information by design.
- A defensible paper trail
- Every action on an estate is logged with a timestamp, and the log is append-only — it cannot be edited or deleted from the application, by anyone, including us. If your handling of an estate is ever questioned, that record is the answer.
- No conflict of interest
- We take no referral fees or commissions from banks, insurers, funeral homes, or anyone else, and we never hold or touch estate funds. Nothing we tell your client to do earns us anything. That is worth more to us than the revenue it costs.
The limit of what this is
Honor & Keep is self-help document preparation software. It is not a law firm, it does not give legal advice, and it does not exercise judgment about which document your client should send or what their situation requires. If you're a licensed attorney, you can do things with your client's facts that this software deliberately does not.
We say this in full rather than burying it, because a professional deciding whether to put a tool in front of a client deserves to know exactly where its edges are.