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The stages of an estate plan in Bancroft, from the household record to funding and annual reviews, and who does what at each one.

What your first week looks like: your profile and brand, your first household and your first document. Includes how the free plan works.

Plan prices, annual billing, seats and paid services. Advisor includes up to 25 wills and trusts per year; Growth and above include unlimited documents.

What carries your brand on each plan: a client portal at your own subdomain with your firm name, logo, favicon, colors and fonts on every plan; your own domain and client email from your domain on the Firm plan. What is deliberately left unbranded, and why.

How a document goes from questionnaire to signing: who makes each selection, when attorney review applies, and how a finished document is revised.

Why funding matters, which assets funding letters cover, the three funding strategies, and how letters are approved, mailed and confirmed. Links to deed recording.

Bancroft's encrypted vault. AES-256-GCM envelope encryption with per-entry keys, uploaded files and passwords, the Legacy Letter, an executor disclosure workflow with audit-logged access requests, and wellness check-ins. Free on every plan and never locked.

How a trust changes after it has been signed. Change trust starts from the household’s existing answers and makes the change as a short amendment where possible, or as a full restatement. Free on every Bancroft plan: no per-change fee, no cap, no tier restriction. Trusts drafted elsewhere use the Trust Restatement document.

What your clients see in your branded portal: the invitation, My info, questionnaires, documents, the Digital Safe and funding letters. How the advisor and client sides share one household record, so neither side enters the same fact twice.

How multi-advisor firms work on the Bancroft Firm and Enterprise plans: the firm record, seats and roles (Owner, Admin, Member), household visibility and reassignment, ownership transfer, the firm-wide audit log, Client services and Adoption. Includes $249/month per-additional-seat pricing.

How Bancroft's deed recording service moves real property into a trust, what it costs, what the household provides, and the questions to resolve before a transfer.

Client decisions, advisor coordination and attorney involvement. Review the Bancroft workflow with your firm’s counsel and compliance team before offering a service.

How Bancroft protects advisor and client accounts: encryption, multi-factor authentication on every account, session limits and sign-in protection. Includes what to do if you suspect unauthorized access.

A reference to the documents available in Bancroft, with questions that may call for legal review. Availability and execution rules depend on jurisdiction.