For RIAs and Firms

White-label estate planning for your entire firm.

Roll out estate planning to your entire client base under your brand. Multi-advisor team management, firm-covered add-ons, audit logging, BAA. Your clients never see Bancroft. Your advisors get a single source of truth. Your firm captures revenue that has been walking out the door to outside attorneys for a decade. For the platform mechanics (seat management, role permissions, household sharing), see the enterprise team management help article. Branding controls are covered in white-label and branding. If you are running a vendor evaluation, we publish side-by-side breakdowns against Wealth.com and Vanilla, and the journal essay Why Trust & Will doesn’t ship white-label explains the structural test to apply to any vendor’s white-label claim.

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What Firms Get

Built for institutional rollout, not single seats.

Multi-seat firm management

Owner, admin, and member roles with full audit logging. Add and remove seats, transfer ownership, see firm-wide household assignments. One seat included on Firm; additional seats at $249 per month each.

Full white-label, end to end

Your colors, fonts, logo, custom domain, branded portal. Clients see only your brand. Bancroft does not appear anywhere in the client experience. Not a logo in the corner. The whole thing.

Firm-covered client add-ons

Toggle whether your firm absorbs deed recording, attorney review, and Lady Bird Deed fees. Auto-billed to the firm. Clients see covered by [your firm name]. Amendments, restatements, and the Digital Safe are free on every plan.

BAA and enterprise agreements

BAA available on Enterprise agreements. Custom security review and SLA on request. The security posture is documented for compliance officers on the security page.

Unlimited everything

Unlimited households, unlimited document generations, unlimited advisors. No throttling. No per-document fees on any tier.

Migration and dedicated success

Enterprise includes white-glove onboarding, migration support from your existing platform, and a named contact for the lifetime of the contract. Switching cost is a conversation, not a cliff.

Seat Math

Transparent pricing, no surprises.

Firm tier: $799/month base, 1 advisor seat included
Each additional seat: $249/month
3-advisor firm: $799 + 2 × $249 = $1,297/month all-in
10-advisor firm: $799 + 9 × $249 = $3,040/month all-in
Annual billing: save approximately ten percent on every line
Enterprise: custom annual contract with BAA, dedicated CSM, volume discounts. Contact sales.

See Bancroft in your firm.

Fifteen minutes. No slides. We share the screen, run your real workflow, and answer the questions your compliance team will ask.

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