Pricing
One accounting, one price
Set up the matter, upload statements and reconcile at no charge. You pay when you export the final accounting.
Plans
Standard
Most trust and estate accountings.
$349 per accounting
- One accounting period of up to 12 months
- Up to 5 bank or brokerage accounts
- Up to 750 transactions
- Principal and income allocation
- Gains, losses and lot-level carry values
- Court-style PDF, Excel and CSV
- Re-render in any supported format
- Beneficiary statements and letters
- Attorney / CPA review packet
Complex
Multi-year, many accounts, heavy activity.
$699 per accounting
- Accounting periods of up to 36 months
- Up to 15 bank or brokerage accounts
- Up to 3,000 transactions
- Everything in Standard
- Year-by-year breakdown across the period
- Real property and other non-statement assets
- Statutory fee calculations (CA, FL, NY, TX estates)
Firms
Law firms, CPA firms and professional fiduciaries.
Volume pricing
- Firm workspace with clients and matters
- Reviewer notes and sign-off
- Roll-forward to the next accounting period
- Configurable retention period
- Invoice billing
Pricing questions
What counts as one accounting?
One matter, one accounting period, in one or more state formats. A first account for 2025 and a second account for 2026 are two accountings. Re-rendering the same accounting in another format, or re-exporting after a correction, is included.
When do I pay?
When you export the final, reconciled accounting. Setting up the matter, uploading statements, categorizing and reconciling cost nothing. If the accounting doesn't reconcile, you don't pay for it.
What if my matter is bigger than the Complex limits?
Write to us at hello@summafolio.com before you start, and we'll quote it. We won't change the price of an accounting after you've started it.
Are refunds available?
Because you pay only after the accounting reconciles and you've reviewed it, fees for exported accountings aren't refundable, except where the law requires. See the Terms of Service.
Does the price include an attorney or CPA?
No. Summafolio is software. It doesn't provide legal or tax advice, and the fiduciary is responsible for the accounting. Many fiduciaries have an attorney review the accounting before filing; the review packet is built for that.
Is sales tax included?
Prices are in US dollars and exclude any applicable taxes.