Pricing

Three tiers. Quiet pricing. No surprises.

Each plan includes the full eleven-module platform. You pay for the depth of stewardship and the number of professionals at your table.

30-dayreturn window
0setup fees
Unlimitedfamily members
US + EUdata residency
Choose your tier

Three quiet commitments. Switch any time.

Family

For one household, one principal.

$59/month, billed annually
  • ✓ All 11 modules
  • ✓ Up to 5 family members
  • ✓ Up to 2 professional advisors
  • ✓ Heartbeat Protocol
  • ✓ 25 GB encrypted vault
  • ✓ Email & chat support
Start with Family
Most chosen Steward

For multi-generational families with advisors.

$189/month, billed annually
  • ✓ Everything in Family
  • ✓ Up to 20 family members
  • ✓ Up to 10 professional advisors
  • ✓ 250 GB encrypted vault
  • ✓ Quarterly Legacy Alpha review
  • ✓ Dedicated Stewardship contact
  • ✓ Phone & priority support
Choose Steward
Foundry

For family offices and institutional stewards.

Custom
  • ✓ Everything in Steward
  • ✓ Unlimited members & advisors
  • ✓ Multi-household management
  • ✓ Per-family KMS & data residency
  • ✓ White-glove onboarding
  • ✓ Dedicated success engineer
  • ✓ SLA & DPA
Talk to the Foundry
ROI in plain sight

Most Steward families recover their annual subscription in the first quarter.

Median found wealth, year one$94,200
Median advisor time saved38 hrs
Median document recovery142 items
Plan-to-pricing payback~46×
Add-ons

Optional capabilities that snap into any tier.

📜

Estate document drafting

Attorney-reviewed will, trust and proxy templates. From $1,200 / instrument.

🩺

Care concierge

On-call nurse navigation, second opinions and discharge planning. From $480 / month.

🪙

Digital asset custody

Multi-sig coordination for self-custodied crypto and tokenized assets. From $300 / month.

📚

Family archivist

Memoir and photo-archive support for the non-financial inheritance. From $750 / month.

Pricing questions

The short version.

Are there setup fees?

No. Onboarding is included for every tier.

Can we change plans?

Yes — prorated, in either direction, at any time.

Do you offer a non-profit or veteran discount?

Yes. 20% off Steward for verified veterans, judges, clergy and 501(c)(3) executives.

How do you handle data export?

One-click, encrypted ZIP of every document and a JSON of every record — yours, always.

Is there a contract?

Annual or monthly. Cancel any time. We will help you export.

See Legacy Sage with your own family in mind.

A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.

Request a private demo →