Billing & Payment
Plans, upgrades, promo codes, renewals, and what to do when a payment goes wrong.
Which plans exist depends on who you are. Pick your side and start with the plan you are on.
A household has two plans.
| Plan | What it costs | What you get |
|---|---|---|
| Free | Nothing, forever | Quotes, inviting your family, and the Family Resource Library |
| Premium | One annual payment per family | Everything, including the vision work, legacy letters, milestones, and Chat with Kin |
One Premium membership covers the whole household, including up to two heads of household. You are never billed per person.
Start Here
Your Free Family Account
What you can do without paying, and what is locked until you upgrade.
Upgrading From Free to Premium
The steps, promo codes, and when you are actually charged.
Then, as You Need It
Paying for Total Family
Payment methods, checkout, promo codes, invoices, and receipts.
When a Payment Goes Wrong
Failed and duplicate charges, and payments that did not update your account.
Managing Your Plan
Renewals, changing your card, and upgrading or cancelling.
Cancelling and Refunds
How to cancel, what happens to your material, and coming back.
If Your Advisor Stops Paying
What happens when the firm covering your household stops.
A firm has three plans.
| Plan | What it costs | What you get |
|---|---|---|
| Free | Nothing | Set your firm up and invite colleagues, but no client families |
| Premium | An annual licence, priced per seat | The full platform, and Premium for every family you invite |
| Enterprise | Agreed with us directly | A custom arrangement. Billing is not self-serve and your billing page points you at us |
Most firms start on the 30 day trial of Premium, which covers up to five seats. Your client families never pay anything.
Start Here
Your Free Firm Account
What you can do before the trial, and what the trial unlocks.
Billing for Advisory Firms
The trial, seats, what Premium unlocks, and what happens when the trial ends.
Upgrade to Premium
Starting the trial and entering payment details, step by step.
Then, as You Need It
Still Need Help?
If your question is not answered here, contact support. For anything about a specific charge, include your payment confirmation.