Audience
Financial advisors and RIAs, from solo practices to multi-advisor firms, that want to offer estate planning to the households they serve.
About Bancroft
Bancroft is a cloud-based estate-planning platform for financial advisors, RIAs, and firms that coordinate estate-document preparation and follow-through with client households. Advisors invite clients to a branded portal, where each document has a guided questionnaire and shared household details can prefill relevant answers. The platform generates state-specific wills, revocable trusts, powers of attorney, HIPAA authorizations, and supporting documents, and gives advisors a dashboard for tracking document progress and outstanding tasks. Trust-funding workflows organize retitling, beneficiary, and deed tasks, with draft letters for advisor review. Other tools include an encrypted Digital Safe for household records, trust updates, and blended-family views showing outcomes under either spouse’s order of death. Bancroft is software, not a law firm; individual legal advice is outside the platform.
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Pricing
Starting Price:
$299/month
Pricing Details:
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.
Integrations
Company Information
Bancroft Sysyems
Founded: 2024
United States
usebancroft.com
Videos and Screen Captures
An estate assets dashboard shows a $1.3M donut chart with asset categories and tabs for documents, assets and people, tasks, and trust funding.
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online
Bancroft Frequently Asked Questions
Q: What kinds of users and organization types does Bancroft work with?
Bancroft works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Bancroft support in their product?
Bancroft supports these languages: English.
Q: What kind of support options does Bancroft offer?
Bancroft offers support via online.
Q: What other applications or services does Bancroft integrate with?
Bancroft integrates with: Wealthbox.
Q: What type of training does Bancroft provide?
Bancroft provides training in the form of documentation and live online.
Q: How much does Bancroft cost?
Pricing for Bancroft starts at $299/month.
