EvermarkEvermarkEstate Planning
Client Portal

Pricing

Simple plans that scale with your practice.

Every plan includes the full platform: client intake, AI-assisted document generation, and the matter CRM. Start with a 30-day free trial, no card required, and change or cancel anytime. Typically less than half the cost of legacy document-drafting systems, with no onboarding fee.

Solo

$149/mo

For a solo attorney getting started.

3 estate plans / month

  • ✓Full platform - every feature included
  • ✓White-labeled client portal
  • ✓All document types and AI analysis
Start free trial
Most popular

Practice

$349/mo

For a growing estate-planning practice.

10 estate plans / month

  • ✓Everything in Solo
  • ✓More than triple the monthly plan volume
  • ✓Lower effective cost per plan
Start free trial

Firm

$699/mo

For high-volume firms.

Unlimited estate plans

  • ✓Everything in Practice
  • ✓No volume limits
  • ✓Priority support and a dedicated onboarding call
Start free trial

Hit your monthly limit? Upgrade anytime; the new limit applies immediately, so you never wait for a new month.

Every plan includes the complete platform

  • ✓Guided client intake questionnaire and portal, branded to your firm
  • ✓AI-assisted drafting of the full California plan: trust, wills, POAs, AHCD, deed package
  • ✓Consultation reports and AI analysis for every planning track
  • ✓Matter CRM with tasks, deadlines, and client progress tracking
  • ✓Client document review, approval, and final delivery workflow
  • ✓Team members for your whole firm

Multi-attorney firm or special requirements? Contact us.