Estate Planners on QuickBooks pay $55/month — $660/year. Over three years, that's $2,214. Nexa is $279 once. Break-even runs about 5.1 months. The median Estate Planner earns $55,000/year, so QuickBooks's annual cost is roughly 1.2% of typical revenue — every year, forever.
That's $2,214 gone. And you don't own anything. Stop paying, lose access.
See the full history of QuickBooks price changes in the SaaS Graveyard →
You're not the only one who's had enough.
Estate Planners face unique challenges: A client signs a beautiful trust and then never funds it, so assets still go through probate and the whole plan fails at the moment it's needed. Beneficiary designations on a 401(k) or life policy quietly override the will, and clients forget to update them after a divorce or death. Keeping every client's plan current as the state and federal estate tax exemption thresholds shift year to year. Coordinating the signing ceremony so the right number of disinterested witnesses and a notary are physically present for the will to be valid. On top of all that, QuickBooks charges $55/month ($660/year) — money that comes directly from your revenue. The median Estate Planner earns $55,000/year. Software at $660/year is a meaningful percentage of that income, every year, forever. And you do not own anything.
Your Will, revocable living trust, and pour-over will drafting software is yours. You bought it once. Nexa works the same way — $279 once for invoicing, scheduling, CRM, time tracking, and full accounting. All connected. All offline-capable. You own it like you own your tools.
QuickBooks is just one piece. What else are you losing money on?
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Your exact QuickBooks cost, full stack total, and what switching saves. 10 seconds.
| Feature | QuickBooks | Nexa |
|---|---|---|
| Invoicing | ✓ | ✓ |
| Scheduling | ✗ | ✓ |
| CRM | ✗ | ✓ |
| Time Tracking | ✗ | ✓ |
| Full Accounting | ✗ | ✓ (SIMPL) |
| Task Management | ✗ | ✓ |
| Price | $55/mo forever | $279 once or 3 × $99 |
| 3-Year Cost | $2,214 | $279 |
| Stop paying? | Lose everything | Keep everything forever |
Most estate planners are fully switched before the weekend.
Go to Reports → export to CSV. Download clients, invoices, expenses.
15-minute setup. Import your clients and expense categories.
Run both for 1-2 weeks. Verify everything transferred.
Cancel subscription. Download final backup. You're done.
People come to me to talk about the one thing they'd rather not: what happens after they're gone. The first meeting is mostly listening, then mapping the family. Who's the surviving spouse, which kid is responsible with money, who needs a special-needs trust, who's been written out and why. I build the package, will, revocable living trust, durable power of attorney, healthcare directive, and walk them through it in plain language because legalese is how plans get ignored. The part clients underestimate is funding. A trust that isn't funded is an empty box; if the house and the brokerage account aren't re-titled into it, everything still drags through probate. So I keep a funding checklist for every client and chase the deed re-recording and the beneficiary updates for weeks after they think we're done. I watch the exemption thresholds because a plan that was tax-smart two years ago can need a tweak. Signing day is its own choreography: notary, the right number of disinterested witnesses, the documents in order. The reward is a widow who calls a year later and tells me everything just worked, no court, no fighting.
Real estate planners near you who run their business on Nexa — book directly, no platform fee. Are you an estate planner? Post your business and get found in your area — $2.99 one-time. Or browse every estate planner on Nexa →
For solo operators and small teams (1-5), yes. Nexa includes invoicing, scheduling, CRM, time tracking, task management, and full accounting. QuickBooks may be better if you have a large team (10+) or need enterprise-specific features.
It's $7.75/month over 3 years. QuickBooks is $55/month — that's $2,214 over 3 years. Which is more? And if you'd rather split it, Nexa is also available as 3 payments of $99.
Yes. Nexa is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.
30-day money-back guarantee. Full refund. If Nexa doesn't save you $500 in year one, you get every penny back.
Export your data from QuickBooks as CSV, import into Nexa in about 5 minutes.
The average solo operator there spends about $1,872/year on software — and Estate Planner face their own version of that math. OH state licensing requirements apply.
Numbers reflect typical solo operators in the Youngstown metro. Your situation will vary.
Specific gaps Estate Planners run into with QuickBooks, and what Nexa does instead.
Recent threads from Reddit and Hacker News mentioning QuickBooks. Sentiment scored automatically — click through to read the full thread.
$2,214 over 3 years. Or $279 once (or 3 × $99). Own your tools.
Get Nexa — $279 Once