Estate Planning Pay Per Use Comparison Chart
| No Annual Commitment | 3-Year Commitment | 5-Year Commitment | Traditional Licensing |
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| Base Product (includes Vault Manager & generic POA's, Will & Codicil) |
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Three Options for Precedents. You get one of these for free: 1) Bay Street (Plain Language) 2) Bay Street (Legalese), or 3) Have your own content fully automated by the software |
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Optional |
| Installation on as many computers as desired |
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Based on Licensing |
| Free Training (provided via webinars) |
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| Specialty Integration Modules (Document Management, Accounting, Outlook, Cost-Recovery) |
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Optional | |
| Installation Fee | $200 | $200 | $200 | Based on Licensing |
| *Refundable Deposit | $250 | $250 | $250 | Not Applicable |
| **Price-per-File (one-time fee when File is added to the software) | $45 | Between $35-$8 per Testator, based on commitment | Between $33-$6 per Testator, based on commitment | Not Applicable. No restriction on the number of files |
| How to order | Click here to order now | Call to order | Call to order | Call to order |
*Upon cancellation, the Deposit is applied to any outstanding balance and the difference is refunded to the Customer.
**The software automatically reports Active Files at the beginning of each month and invoices are generated accordingly. An "Active File" will either be any File which was newly added to the Software, or any existing File in the software which had annual reporting due and was a File for a current client of the firm at the time of reporting.
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