A single estate planning attorney consultation often costs $3,000–$5,000. My Wealth Maps organizes your household data so professional conversations start with clarity.
All subscription plans renew automatically until cancelled. Cancel anytime from your account settings — no cancellation fees. Washington residents: pursuant to RCW 19.316, you will receive a reminder before each renewal.
✓ Cancel anytime
✓ 7-day full-access trial at signup
✓ Annual billing — 2 months free
For professionals
Start free. Pricing scales with the clients you connect.
Advisors
A free Estate plan for you.
While you keep an advisor account on My Wealth Maps, you get full Estate-tier access on your own account at no cost. Free offerings are discretionary and may change. When you're ready to work with households, pricing scales with the clients you connect.
Connect one client household at no cost (billable connection offset). Free offerings are discretionary and may change. Pricing scales as you add connections; solo practitioners keep full portal features.
Every new household account starts with a 7-day full-access trial — no card required. Enter your full financial picture and explore every feature. If you don't subscribe, paid features lock when the trial ends. Choose a plan to keep your projections and scenarios; if you subscribe before it ends, you are billed immediately for the plan you choose. Financial, Retirement, and Estate plans bill when you subscribe — cancel anytime from account settings.
Can I change plans later?
Yes. You can upgrade or downgrade anytime from Billing. Changes take effect in real time: downgrades receive account credit for unused time; upgrades apply that credit toward the new plan and charge any difference.
Is my financial data secure?
Yes. All data is encrypted in transit and at rest. We use Supabase (built on PostgreSQL) with row-level security.
Do I need to pay if my advisor or attorney invited me?
No. When a professional invites you, they cover your My Wealth Maps access while you're connected. You don't need your own subscription for that covered access.
What if I request to connect with an advisor or attorney?
At accept, the professional chooses whether they cover your plan or you keep (or start) your own. Either way, you're connected for collaboration; only the coverage choice differs.
Is this financial advice?
No. My Wealth Maps is a planning preparation tool — it shows calculations from information you enter, not professional advice. Which tier includes the tools you want is a product question; start with the free assessment to see what each plan includes. For financial, tax, or estate decisions, consult a licensed advisor or attorney.
I am an attorney — do I replace my current practice management software?
No. My Wealth Maps is a complement to tools like Clio, not a replacement. You get read access to your clients' financial plans, document gap visibility, weekly digest alerts, and a document repository — all through the client's permission. Your practice management workflow stays as-is.