Pricing

Simple plans for individuals and families. Organisations can partner with us for white-label and employee wellness programmes.

Consumer plans

Free for a limited time only

We may offer full access without a paywall while we onboard early users. Published prices below reflect the structure when billing is enabled.

Feature	Free	EssentialR49 / month	PremiumR119 / month
Estate profile (assets, liabilities, family)	Yes	Yes	Yes
Gap analysis & estate health score	Yes	Yes	Yes
Legacy contact (1 person)	Yes	Yes	Yes
Document uploads	3 documents	20 documents	Unlimited
Advisor / executor share access	No	Yes	Yes
Will creation & download	No	No	Yes
Priority support	No	No	Yes
Annual plan discount	N/A	20% (R470/yr)	20% (R1,142/yr)

We work with financial services firms and employers. Packages are tailored; reach out for a proposal.

White-label option

Run E-Planner under your brand for clients or members. Typical tracks scale from smaller practices to enterprise institutions.

Starter — IFAs & small FSPs

A branded portal for your clients, capacity for up to 500 users, and standard support so you can offer estate planning under your brand.

Growth — Mid-size FSPs & brokers

Full branding, API integration, support for up to 5,000 users, and dedicated support as your book grows.

Enterprise — Banks & large insurers

Full custom branding, deep API and single sign-on integration, service level agreements, and unlimited users.

Employee wellness option

Offer comprehensive estate and legacy planning as part of your benefits programme, with tiers based on company size.

SME Starter — 25+ employees

Premium-equivalent features for every employee, an HR dashboard, and usage reporting.

Corporate Standard — 100+ employees

Premium-equivalent features, onboarding workshops, and HR system integration.

Enterprise — 500+ employees

Custom branding, HRIS integration, and a dedicated success manager.