pricing

• Data Entry for Simple Case
• Quality/Accuracy Review (Zookeeper review with the Zoo Crew)
• List of Missing Information
• Observations/Red Flags (Zoo Inspection Report)

• Rental Properties
• Stock Options
• Investment Holdings Detail
• Insurance Detail
• Irrevocable Trusts
• Recent Divorce
• Other Situations/Detail
• See Add-On Details Below

• $150 per month membership cost
• One season commitment (four months)
• Access your case status board
• Individual cases at $275 plus $100 per complexity 
• Ideal for advisors with 6+ cases per month

• $6,000 annual membership cost
• Access your case status board
• Individual cases at $250 plus $100 per complexity 
• Ideal for advisors with 10+ cases per month
• Introductions to Zoo Crew available for full time hire

• Quote based on evaluation of five cases

• $6,000 for a 4-month season
• Level 1 - Data Entry
• Level 2 - Analysis and Scenarios

Entry of Investment accounts by holding from provided information including ticker, asset class, quantity, and cost basis - up to 50 holdings each add-on.

Entry of Stock Options/Grants from provided information including Restricted Stock Unit grants, Incentive Stock Option grants, and Non-Qualified Stock Option grants. 

Entry of Non-Residence property from provided information including value, mortgage, tax basis, income, expenses, and depreciation - up to 5 properties each add-on.

Entry of Life Insurance detail from provided illustration including cash value, death benefit, income, and loans.

Entry of current Irrevocable Trusts, QTIPS, ILITs, IDGTs, etc. including beneficiaries, payout terms, and assets.

Entry of details where adjustments and calculations are needed as accounts and assets may not be completely distributed to each party yet. 

Additional situations may require additional time - pension calculations, expected property sales, etc. Approval required by visitor before entry.