For Solo Advisors

Every referral out is a relationship you might not get back.

When you send a client to an outside attorney for estate planning, that attorney becomes the person they trust with the most personal financial decisions they will ever make. Some of those clients come back. Some do not. Bancroft lets you keep the entire conversation in-house, under your brand, for $299 a month with no per-document fees. Two households covers the subscription. Everything after that is margin. The advisor conversation guide walks through how to introduce estate planning, lead the discovery, and handle every common objection. For what the household actually sees at each step, see the client experience. If you are comparing options, we publish detailed breakdowns against Estate Guru and EncorEstate Plans.

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Why Solo Advisors Choose Bancroft

A complete practice. Without hiring an attorney.

No referrals out the door

Stop sending estate planning to outside attorneys and watching the client work with that attorney on their full portfolio next.

No per-document fees, ever

The complete attorney-reviewed document suite at $299 per month with zero per-document charges. Amendments and restatements are free, always. Most advisors recoup the subscription after two households.

Your brand front and center

Branded subdomain client portal. Your colors, your name, your domain. Clients log in to you, not Bancroft.

Trust funding done

The only platform that auto-generates funding letters, tracks delivery, and finishes the plan. No more client trusts that fail in probate with nobody watching.

Gap intelligence

See every household coverage status across your book in one view. Know what needs attention before the client calls.

See it in your practice.

Three minutes to set up. A real workflow, your real branding, attorney-reviewed documents your clients can sign. Cancel anytime if it is not the fit you wanted.

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