Advisor plans
For advisors, attorneys and firms
Advisor plans include the advisor portal, client snapshots and sponsored Full Access for your own clients at no extra cost to them. Every plan starts with a 7-day free trial.
Starter
$79per month
7-day free trial
- Advisor portal and client snapshots
- Sponsor Full Access for up to 10 clients
Growth
$199per month
7-day free trial
- Everything in Starter
- Branded access packets
- Sponsor Full Access for up to 50 clients
Firm
$399per month
7-day free trial
- Everything in Growth
- Multi-seat team access
- Sponsor Full Access for up to 250 clients
Billing, cancellation and refunds
- Trials last 7 days and require a card. You are only charged if you don't cancel before the trial ends.
- Subscriptions renew automatically until cancelled. Cancel any time from your account page — access continues through the period you already paid for.
- Charges already made are not refunded. Cancel before your trial or renewal date to avoid the next charge.
- Prices are in U.S. dollars; applicable tax is calculated at checkout.
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Looking for individual or family pricing instead? See personal plans.
Trust Sandbox is an educational tool, not a law firm, and does not provide legal advice. Consult a licensed attorney for your specific situation.