Estate planning is the moment a client relationship compounds or breaks. It is also the moment most advisors lose. The trust never gets funded. The beneficiary form never gets updated. The deed never gets recorded. The client signs documents at an outside attorney's office and forms a deeper relationship with someone the advisor will never meet.
Every other estate planning platform on the market has the same gap. They sell document generation and treat it as the whole job. They stop at the signature page. They charge per document. They hand clients generic forms. None of them finish the work, and none of them let an advisor truly own the relationship.
Bancroft is a complete estate-planning practice. The operational practice an advisor needs to deliver estate planning under their firm's brand: client intake, attorney-reviewed state-specific documents, end-to-end trust funding completion, deed recording, planning intelligence with real-time gap surfacing, branded plan summary PDFs, annual review workflows, and retention surfaces. The whole practice. Not just the documents.
The framing is operational, not legal. Attorney-reviewed templates handle the document-preparation layer per the LegalZoom v. NCBA safe-harbor framework. The advisor remains the relationship owner and the client's coordinator. The result: a complete practice line that fits inside an existing firm without requiring the advisor to practice law, and that ships fully under the firm's own brand.
We ship features because the advisors in our founding program keep telling us where the gaps are, and because every gap that closes makes the practice sharper for everyone using it.