The Platform: Built for Advisors
From the household record to the last funded account.
Blended Family Planning
See what each spouse’s documents do in either order of death, before anyone signs. Bancroft records whose child each child is, reads both spouses’ Bancroft documents with the recorded accounts and title, and points out where a child could be left out.
Where Bancroft Stands Apart
Trust Funding, Start to Finish
Every asset headed for the trust becomes a task: retitle an account, update a beneficiary, transfer a title or record a deed. Bancroft drafts the letters to each institution. You or the household approve them, and the client mails them and uploads the institution’s confirmation. Order a deed recording right from the task. Each step updates the household’s progress, and your dashboard shows which trusts across your client list are still unfunded.
Explore Trust Funding
Your Brand, Throughout
Every plan includes your logo, colors and fonts on a subdomain portal for your clients, with client emails under your firm’s name. Firm adds your own domain for the portal and for client email. Your firm’s identity carries through the client experience.
Book a Demo
Unlimited Documents, One Price
Generate state-specific wills, trusts, powers of attorney and supporting documents with no per-document generation fees. Growth and above include unlimited documents and households for one subscription price. Advisor includes up to 25 wills and trusts per year. Trust updates are included; attorney review and deed services are priced separately.
View Pricing
Gap Intelligence
Find households with missing documents, beneficiary designations due for review or outstanding deed transfers. Gap Intelligence checks across your book and brings these items to your attention.
Guided Intake, Connected Records
Clients complete a questionnaire for each document. Shared household details help prefill answers, and progress saves as they go. You can follow each document from your dashboard and see where a household needs a reminder.
Advisor Command Center
See household document status and outstanding tasks in one dashboard. Find the clients who need a follow-up. An optional Wealthbox integration sends household details and document status to your CRM.
Digital Safe
Every client household gets an encrypted vault using AES-256 envelope encryption with per-entry keys. Named executors can request access through a formal disclosure workflow so the right person can act when the time comes. A guided Legacy Letter lets clients write personal messages stored alongside their documents. Included on every plan at no per-household charge.
How It Works
Live under your brand in one day.
Set Up Your Portal
Every plan includes a client portal on your own subdomain, live the same day, with your logo, colors and fonts. Firm-tier subscribers add their own domain.
Invite Your Clients
Send a branded invite link to any household. Clients complete their Wills, Trusts, and Powers of Attorney at their own pace, guided by plain-language questions. No attorney required to begin.
Review and Deliver
Your advisor dashboard shows every household's progress in real time. Follow document status, check for outstanding tasks, and deliver DOCX and PDF files with execution guidance.
Follow Through on Funding
Every asset headed for the trust becomes a task. You or the client approve the letters to each institution, and the client mails them and uploads the institution’s confirmation. Order a deed recording from the task. Reminders keep the work moving, and your dashboard shows each household’s funding progress.
Pricing
Transparent pricing. No per-document generation fees.
Choose a subscription for your practice. There are no per-document generation fees. One monthly subscription covers document generation, trust funding tools and the client portal. Deed and attorney services are priced separately.
Growth
$450
per month, billed annually
$499/mo if monthly
For high-volume advisors and growing practices ready to scale without limits.
- Everything in Advisor, plus:
- Unlimited wills and trusts
- Unlimited client households
- No document caps of any kind
- Priority email support
Onboarding and training are included on every plan. See how onboarding works. Want hands-on help? See Bancroft Launch.
Adding advisors? See Firm seat pricing and estimate your payback.
Annual billing saves approximately 10% on every plan. Stripe-managed checkout. Cancel anytime from your billing settings.
Changes to a signed trust: free on every plan, always. No per-change fee, no cap.
Digital Safe: included on every plan at no per-household charge.
Deed recording: $199 per deed. Printed copies: $25 for each printed document, $199 for the Estate Plan Binder.
Attorney review: $299 per document, paid by the household directly to the attorney it engages; not every state has a listed attorney. On every plan, the firm can choose to cover any of these add-on fees for the client, including an attorney's fee with the household's consent.
Enterprise inquiries: schedule a call or email support@usebancroft.com.
Get Started
Add estate planning to your practice.
Under your name.
See how your clients would use Bancroft and how your team would follow their progress. We’ll walk through a sample household and answer your questions about the platform.
Thirty minutes with the real product. No obligation to sign up.