Why Solo Advisors Choose Bancroft
Estate Planning Tools for a Solo Practice
Stay involved in the work
Follow your clients through intake, documents and funding tasks from the same dashboard.
Documents included in your plan
Advisor includes up to 25 wills and trusts per year, plus unlimited POAs and supporting documents, for $299 per month. Growth removes the cap. Trust updates are included.
Your brand front and center
Every plan puts your logo, colors and fonts on your client portal and client emails. Firm adds your own domain.
Trust funding follow-up
Generate funding letters and track outstanding tasks, with reminders to help clients follow through.
Gap intelligence
See every household coverage status across your book in one view. Know what needs attention before the client calls.