CCH Trust Manager pricing
CCH Trust Manager pricing and what it adds up to
Quoted privately, sold to practices on application within the wider CCH suite
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The plans
What CCH Trust Manager charges
CCH Trust Manager has no published price, and its listing for practices using Actionstep says Price on application. It is sold to practices alongside the wider CCH suite, so you need to ask for a quote to learn the cost.
CCH Trust Manager
Quoted privately
It is sold to practices on application alongside the wider CCH suite.
How the bill is built
Price on application
There is no published price to compare. Wolters Kluwer lists CCH Entities Trust Manager as Price on application for practices using Actionstep, so you need to request a quote to find out what it costs.
Sold to practices
CCH Trust Manager is sold to practices, rather than offered with a public price on the product pages. The available pricing information does not set out a standard rate for an individual practice.
Part of the wider suite
The product is sold alongside the rest of the CCH suite. Public pricing information does not say how the suite affects the quote or whether the bill changes with the number of trusts or users.
A year of CCH Trust Manager
Your yearly cost depends on the quote
There is no published yearly figure to calculate from a monthly rate. CCH Trust Manager is quoted privately and sold to practices alongside the wider CCH suite. The available pricing information does not explain what makes a quote higher, or whether the number of trusts or users changes the bill, so you will need to ask for the price that applies to your practice.
Underneath the bill
What you are really paying for
A trust register
The system holds trusts, the people in them and their roles, along with assets, loans, resolutions and signatures, distributions, documents, and beneficiary notices and requests. These are the trust records the product is built to manage.
Vendor templates and reports
Resolutions, minutes and letters come from the vendor's precedent library. A trust summary for the annual meeting is available, while other reports, such as missed year-end deadlines by manager, depend on what the vendor offers.
Health checks
The product includes health checks that tell you something is wrong. The description says you see a warning, rather than the section of the Trusts Act or tax rule behind it.
The owned alternative
An owned version of your trust records
Enterprise DNA builds your version around how your practice runs, brings your CCH Trust Manager data across and runs it for you. The setup includes the trust list and people register, with documents, resolutions, assets and loans brought across. You pay one setup fee, then a monthly retainer. Or you can run the free version yourself, with your records in a database your practice owns.
Family Trusts for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
Make it yours
Design your own CCH Trust Manager replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from CCH Trust Manager. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your CCH Trust Manager data across and run it for you.
Questions
CCH Trust Manager pricing, answered
Is there a public CCH Trust Manager price list? expand_more
No public price is listed. Wolters Kluwer shows CCH Entities Trust Manager as Price on application for practices using Actionstep. CCH Trust Manager is sold alongside the wider CCH suite, so you need to request a quote for your practice.
Can I work out what CCH Trust Manager costs for a year? expand_more
There is no published monthly price or yearly figure to calculate from. The product is quoted privately, and the available pricing information does not explain how the quote is built. Ask for a quote to understand the cost for your practice over a year.
What should I ask about when I request a quote? expand_more
Ask how the wider CCH suite affects the price and whether the quote changes with the number of trusts or users. The available pricing information does not state how those factors affect the bill, so get the details for your practice directly.
Stop paying CCH Trust Manager every month
30 minutes with Sam. Bring your last CCH Trust Manager bill. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
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