Buttons
Everyone with Admin access can read the plan summary. Only owners can change it. Upgrades and added portals are charged pro rata immediately; downgrades and reductions apply at the end of the current billing period.
| Control | What it does |
|---|---|
| PreviewButton | Shows the quote for the selected plan and quantity before anything changes. |
| Switch to EstateButton | Owners only. Applies the change through the payment provider. The label names the target plan; it reads Applies at renewal when the change is a reduction. |
| Portal quantityField | Estate plans cover 2 to 20 portals. Increases are prorated; decreases take effect at renewal. |
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