AssetAuthority

Estate & Trust Operations — Faster, Safer, Unified.

Assets, dockets, distributions, CRM, documents, reporting — internal-only, unified, and audit-ready. One secure login for your entire team.

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Court Compliance
Real-time Reporting
Gov & Vendor Portals
Internal-only

Everything competitors spread across five tools

CRM for estates

Accounts, contacts, opportunities, activities, and notes — tied to cases and estates. Drag-and-drop Kanban.

Distributions & reporting

Cashflow, distributions monthly, inventory at death — court-ready exports.

Documents & e-deliveries

Filter, preview, and deliver — with checksums and path tracking.

Pricing

Solo

$49 /user/mo
  • CRM + reports
  • Docs & dockets
  • Email support

Start

Team

$89 /user/mo
  • Everything in Solo
  • Gov & vendor portals
  • Role-based access

Request a Demo

Enterprise

Talk to us
  • SLA & SSO
  • Custom reports
  • Dedicated rollout

Contact Sales

Compare

AssetAuthorityCompetitor ACompetitor B
Internal-only data path✓——
CRM + Estate Ops unified✓Partial—
Gov & Vendor portals✓—Addon
Court-ready exports✓Partial—

FAQ

Is this internal or cloud?
Internal-first. You own the data path. No third-party SaaS required.
How do we migrate?
CSV importers + mapping help for assets, heirs, distributions, and contacts.
What about courts and vendors?
Government and Vendor portals are included: compliance queue, calendar, assignments, uploads, invoices.
Branding & SSO?
Available on Enterprise: branding, SSO, and custom reports.