Simple, transparent pricing
Per-matter pricing that scales with how your firm works. Start free with a design-partner pilot.
Practice
For boutique wills & estates teams
- ✓Up to 5 professional users
- ✓Up to 30 active matters
- ✓$49 per matter/month beyond 30
- ✓Estate & trust matter workspace
- ✓Trustee Act duty checklists
- ✓Asset register + document upload
- ✓Beneficiary portal (read-only)
- ✓Audit log & exportable reports
- ✓Email support (48h response)
- —Advanced ASIC/Ch.5D reporting
- —API access
- —SSO / firm-wide RBAC
- —Custom template library
Firm
For mid-tier practices & corporate trustees
- ✓Up to 20 professional users
- ✓Unlimited active matters
- ✓$35 per matter/month (first 100)
- ✓Everything in Practice, plus:
- ✓Full RBAC per matter and per role
- ✓Document automation — trustee minutes, distribution notices, tax packs
- ✓Beneficiary secure portal (interactive)
- ✓Investment review workflow + evidence log
- ✓ASIC/Ch.5D compliance module
- ✓Practice management integrations (LEAP, Smokeball)
- ✓Accounting integrations (Xero, MYOB)
- ✓API access (REST)
- ✓Priority support (4h response)
- —Dedicated implementation manager
- —Custom branded beneficiary portal
Enterprise
For licensed trustee companies & large firms
- ✓Unlimited users
- ✓Unlimited matters
- ✓Custom pricing on volume
- ✓Everything in Firm, plus:
- ✓Dedicated implementation & onboarding
- ✓Custom branded beneficiary portal
- ✓White-label option
- ✓DMS integration (iManage, NetDocuments)
- ✓Banking rail connections (on roadmap)
- ✓SLA-backed uptime (99.9%)
- ✓SOC 2 Type II report on request
- ✓Dedicated account manager
Free pilot for Victorian firms
We are working with 2–3 Victorian wills & estates practices and trustee companies as co-design partners. Free access for 6 months in exchange for close collaboration, feedback, and permission to use your outcomes as case studies (anonymised).
Apply to be a Design Partner →Frequently asked questions
Is TrustFlow itself a trustee or financial adviser?
No. TrustFlow is software for licensed professionals. We do not act as trustee, give financial product advice, or hold client assets. Your firm remains responsible for all duties under the Trustee Act 1958 (Vic) and Corporations Act 2001.
Where is our data stored?
All data is stored in Australian data centres (Sydney/Melbourne region). We do not process or store client data outside Australia.
What is the "per-matter" fee?
Each active estate or trust file counts as one matter. When a matter is closed or archived, it no longer counts toward your bill. We use per-matter pricing to align our costs with the revenue your firm generates per file.
Can I import our existing estate files?
Yes. We support CSV/Excel import for asset registers and beneficiary lists. For full historical matter migration, our implementation team will assist on Firm and Enterprise plans.
Do you integrate with LEAP or Smokeball?
Firm and Enterprise plans include practice management integrations. We currently support LEAP and Smokeball for contact and matter sync, with Actionstep on the roadmap.
What happens to our data if we cancel?
You can export all matter data, documents, and audit logs in standard formats (PDF, CSV, JSON) at any time. Data is retained for 12 months post-cancellation and then deleted on request.