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Step-by-step onboarding for new Bancroft advisors. Sign in, set up your firm profile and branded subdomain, invite your first client household, walk them through the questionnaire, generate the document, and finalize it. The full first-30-minutes path from signup to first delivered packet.

The four Bancroft pricing tiers and what each includes, plus add-on services, service credits, annual billing discounts, and how Stripe-powered billing works inside the platform. Covers the $299 Advisor plan with its 25-document/year cap, the $499 Growth plan with unlimited documents, the $799 Firm plan with full white-label and multi-advisor seats, and Enterprise.

Set up your subdomain portal, upload your logo and favicon, customize colors and fonts to match your brand, and configure custom domains on Firm and Enterprise plans. Walk-through of every branding control on the platform, from the basic firm-name display through full custom-domain DNS setup with automatic SSL provisioning.

The full lifecycle of a document inside Bancroft, from picking the type and walking the client through the questionnaire to draft review, finalization, and delivery. Covers the per-document model (no bundled intake), watermarked drafts, the finalize-once rule, and how household-level data carries across documents so the same beneficiary or address never has to be re-entered.

How Bancroft generates, approves, delivers, and tracks trust funding letters end-to-end. Six asset-class templates (banks, brokerages, retirement, life insurance, business interests, safe deposit boxes), per-asset funding strategy options, advisor batch approval, encrypted proof-of-mailing uploads, daily reminders, and auto-generated state transfer affidavits alongside recorded deeds. The workflow that actually finishes the estate plan after signing.

Bancroft's encrypted document vault. AES-256-GCM envelope encryption with per-entry keys, automatic sync of finalized estate planning documents, the Document Tracker inventory, the Legacy Letter, executor disclosure workflow with audit-logged access requests, and wellness check-ins. Included on every plan at no per-household charge while the advisor's Bancroft subscription is active.

How to update existing documents after they have been signed. Trust amendments for targeted changes (one beneficiary, one trustee, one provision), restatements for full rewrites that preserve the original trust date and legal continuity. Free on every Bancroft plan: no per-amendment fee, no annual cap, no tier restriction. Includes restatement support for trusts originally drafted on other platforms.

What your clients see when they log into your branded portal. The invitation flow, household basics intake, dashboard, questionnaire, documents tab, Digital Safe, asset inventory, and notification preferences. How the advisor and client workflows connect through shared household data so neither side ever re-enters the same fact twice.

Multi-advisor firms on the Bancroft Firm and Enterprise plans: creating the firm record, inviting members, managing seats and roles (Owner / Admin / Member), transferring ownership, sharing households across the team, and using the firm-wide audit log. Includes $249/month per-additional-seat pricing and how firm-covered add-ons (deed recording, attorney review) work.

How Bancroft handles real property transfers into a trust. Quit claim deed orders at $199 per deed, county recording coordination, Lady Bird Deed orders at $399 with mandatory attorney review, automatic state transfer-affidavit generation with the recording packet, Garn-St. Germain mortgage protection, homestead exemption handling, and what to tell clients about insurance and property taxes.

How the Bancroft model is structured to keep financial advisors compliant with unauthorized practice of law rules. The framework derived from ABA Model Rule 5.5, the Nolo Press precedent that settled the question in 1998, and the three operating guardrails Bancroft enforces structurally (no individualized legal advice, attorney consultation for complex situations, full audit logging). Written for a compliance officer to read in fifteen minutes.

How Bancroft protects estate planning data. AES-256 envelope encryption with per-entry keys, TLS 1.3 in transit, TOTP MFA with backup codes, instant session revocation across devices, row-level database security, and full audit logging. Includes the runbook for suspected unauthorized access and the security controls aligned with SOC 2 Type II trust services criteria.

A one-paragraph reference for every document type Bancroft supports. What each document does, what state law it covers, what the questionnaire asks, and the common edge cases that trip people up. Covers Last Will and Testament, Revocable Living Trust, Durable Financial Power of Attorney, Healthcare Power of Attorney, HIPAA Authorization, Personal Property Memorandum, Lady Bird Deed, Trust Certification, Schedule of Assets, Trust Amendment, and Trust Restatement.