Upgrade to Premium
Start the 90-day premium trial for your firm and unlock the full advisor platform.
A new partner account starts on the free plan. Premium opens up the parts of the platform that make it useful at scale: unlimited families, colleagues on your team, Kin AI, and the white-labelled client experience. It begins with a 90-day free trial.
Table of Contents
- Open the Trial Offer
- What the Trial Includes
- Choose Your Currency
- Enter Your Payment Details
- Start the Trial
- Your Premium Dashboard
Open the Trial Offer
From your dashboard, select Start Free Trial, either the button in the top bar or the one in the banner.
Two choices: Stay on free plan, or Activate 90-day Premium Trial.
What the Trial Includes
The dialog lists what Premium unlocks:
- Invite unlimited families
- Add up to four colleagues to your trial
- Kin AI, the legacy-focused assistant
- A fully white-labelled client experience
- Unlimited legacy letters and milestones for your clients
Choose Your Currency
Selecting Activate hands you to our payment provider. The licence is priced in AUD, and you can pay in either currency.
Switching currency changes what you are charged and how. Paying in AUD bills the licence price directly, and your own bank applies whatever exchange rate and fees it uses. Paying in your local currency converts at the displayed rate and adds a 4% conversion fee on top, which the page states as you switch.
The header always confirms the deal: 90 days free, then the annual price from the date the trial ends.
Enter Your Payment Details
Fill in your card, name, and country. You can also pay with Apple Pay or Link using the buttons at the top, which skip the card fields. Your email is filled in from your Total Family account.
Note You are not charged today. The card is held for when the 90 days end, the page says 90 days free and gives the exact date billing would begin.
Start the Trial
Select Start trial. The button shows Processing while the subscription is created; leave the page open until it finishes.
Your Premium Dashboard
You are returned to your dashboard, now on Premium.
Three things change:
- PREMIUM appears under the logo in the sidebar
- Start Free Trial is gone from the top bar, replaced by Chat with Kin AI
- Kin AI is now available in the sidebar
Your dashboard is otherwise the same, the same Invite your team members and Invite a family actions, and the same metrics, but the limits are lifted.