Net worth, every account, every property, every trust, every beneficiary — in one screen, shared with your spouse and the people who'll need it. ThinkGrid runs estate roadmaps and death-scenario playbooks on demand.
Built for households with $5M+ in assets, multiple entities, properties, and a plan that goes stale the moment something changes. Every Compendium Wealth account includes the full essentials.
Cash, equities, crypto, treasuries, real estate, businesses, alt assets. Ownership-adjusted (1.09% of a building shows your actual share, not the full FMV).
Trusts, wills, POAs, deeds, K-1s, beneficiary designations — all tagged, dated, AI-analyzed. Search by entity, doc type, or year.
Visual entity ownership with voting %, beneficial owners, EIN, state. Family tree links every doc to every person.
Cross-asset beneficiary table flags orphan accounts (no TOD/POD, no trust ownership) and conflicts between trust and POD designations.
Live 0–100 score on your home page. Drops when documents go stale, beneficiaries go out of date, or new assets appear without owner entities.
Run an Estate Planning Roadmap, Death Scenario Playbook, or Tax Year Plan on demand. Pay-per-event — typically $9.99–$35.
All plans include the full Compendium Wealth essentials. ThinkGrid deliverables are pay-per-event ($9.99–$35) on every plan. Cancel anytime.
All plans include unlimited document uploads (subject to storage cap), live market data, and the full essentials suite. ThinkGrid pay-per-event pricing is identical on every tier — Roadmap $19/$35, Death Scenario $9.99, Tax Year Plan $11. No long-term commitment, cancel anytime.
No. Compendium Wealth is for individual families managing their own estate. The platform doesn't draft legal documents — but it surfaces what you have, what you're missing, and what your family will need to do. If you'd like Compendium connected to your attorney, ask them about the Compendium Advisor program at thecompendiumco.com.
Yes. Wealth Couple includes 2 seats. Wealth Family includes 6. Family Office is unlimited. Each seat is a separate login with role-based permissions you control.
Same prices on every tier. Basic Estate Roadmap $19 · In-Depth Review $35 · Death Scenario Playbook $9.99 · Tax Year Plan $11. You pay only when you generate one. Wealth Family includes one Basic Roadmap per year, Family Office includes one In-Depth Review per year.
Yes. Every account is fully isolated at the database level. Documents are encrypted at rest and in transit. Nightly encrypted backups. No data is ever sold, shared, or used to train AI models. We can't see your documents unless you explicitly grant access for support.
Anytime. Monthly plans cancel at the end of the current cycle. Annual plans get a prorated refund within the first 30 days. Your data stays available for 90 days after cancel — re-subscribe and pick up where you left off.
Drop your email and we'll send a setup link for the plan you picked. Pricing locks in at the rate shown above. Stripe-secured.