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Pro Users

Pro users can manage multiple estate cases from a single account. This is designed for estate professionals, attorneys, financial advisors, and family members handling multiple estates simultaneously.

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Plans

PlanCasesFeatures
ProUp to 50 casesMulti-estate dashboard, all tools, priority support
EnterpriseUnlimitedCustom integrations, dedicated support, SSO

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Your Profile

Retrieve your profile and plan details: 
curl "https://api.example.com/v1/users/me"```

Response:
```json
{
  "data": {
    "id": "01K8PU01AJ0T77HRYE78AN7AAA",
    "email": "logan@example.com",
    "first_name": "John",
    "last_name": "Johnson",
    "plan": "pro",
    "cases_limit": 50,
    "cases_count": 12,
    "organization": "Johnson Estate Services",
    "role": "owner"
  }
}

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Listing All Your Cases

See all estates you have access to, including cases shared with you: 
curl "https://api.example.com/v1/users/me/cases?sort_by=updated_at&sort_order=desc"```

### Filter by your role

```bash
# Only cases you own
curl ".../users/me/cases?role=owner"

# Cases shared with you (editor or viewer access)
curl ".../users/me/cases?role=editor"
curl ".../users/me/cases?role=viewer"

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Search across estates

# Search by deceased name
curl ".../users/me/cases?search=Johnson"

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Roles

RoleDescription
ownerFull control. Can delete the case, manage collaborators, and access all features.
editorCan modify case data, upload documents, and use tools. Cannot delete the case or manage collaborators (unless explicitly permitted).
viewerRead-only access. Can view all case data but cannot make changes.

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Working with Multiple Cases

Each API call targets a specific case via case_id in the URL. Each API call targets a specific case via case_id in the URL: 
# Work on case A
curl "https://api.example.com/v1/cases/CASE_A_ID/deceased"
# Work on case B
curl "https://api.example.com/v1/cases/CASE_B_ID/deceased"```

If you attempt to access a case you don't have permission for, you'll receive a `403 Forbidden` response.