Plans differ in document allowance, advisor seats and whether you use your own domain. All include document drafts, a client portal on your own subdomain with your logo, colors and fonts, and the Digital Safe, which is free and never locked. This article covers plan pricing, service credits and separately billed services.
The four plans
Advisor ($299/month): up to 25 wills or trusts per year. POAs, HIPAA, and supporting documents are unlimited. Your logo, colors and fonts on a client portal at your own subdomain. Your own domain comes with Firm. Single advisor seat. Best for solo practitioners testing estate planning in their practice.
What the Advisor cap counts: finished wills and trusts in each plan year, counted from your subscription start date, including ones a household finishes in its own portal. Questionnaires in progress, POAs, HIPAA authorizations and supporting documents never count. An advisor who joins a firm on the Firm or Enterprise plan has the firm’s plan. If you believe you should be uncapped and are not, contact support rather than upgrading.
Growth ($499/month): Unlimited documents and households. Your logo, colors and fonts on a client portal at your own subdomain. Single advisor seat. Best for advisors who have committed to estate planning as a core service.
Firm ($799/month + $249/month per additional seat): Unlimited documents and households. Your own domain for the client portal and for client email. Multi-advisor seats. Changes to a signed trust are free on every plan. The Digital Safe is free on every plan and never locked. Best for RIAs and multi-advisor firms.
Enterprise (custom annual pricing): Everything in Firm, on custom terms. Contact sales for pricing.
Annual billing is available on every paid tier and saves approximately ten percent compared to monthly billing. Advisor annual is $3,199/year (vs. $3,588 if billed monthly for a year). Growth annual is $5,399/year (vs. $5,988). Firm annual is $8,599/year base plus $2,499/year per additional seat (vs. $9,588 + $2,988). Enterprise annual is custom-quoted.
All plans use the same document engine and state-specific template library. Attorney review is not a Bancroft service. The household engages an independent attorney licensed in its state, or an attorney of its own choosing, and pays the attorney directly.
Add-on services and what is included
Generating documents never carries a per-document fee. Outside the subscription, two services are included at no charge and three carry a fee:
- Digital Safe: free on every plan and never locked. Encrypted vault storage for documents and files.
- Changes to a signed trust (by amendment or restatement): free on every plan, always. No cap, no per-change fee.
- Deed recording: $199 per deed. The deed is prepared at the household's direction from the information it provides, and Bancroft coordinates recording with the county recorder's office.
- Attorney review: $299 per document, paid by the household directly to the attorney it engages; Bancroft takes no part of it. Listed attorneys are not available in every state, and a household can always take the draft to an attorney of its own choosing.
- Printed copies: $25 for each printed document, or $199 for the Estate Plan Binder. Mailed to the client, folder or binder and shipping included.
On every plan, you can cover the chargeable services for your households, so clients are never charged directly: deed recording and printed copies, plus, with the household's consent, the fee of an attorney the household engages for a review. A covered service is charged to your firm, and the client sees it as covered by your firm instead of a price.
Service credits
A service credit covers one deed recording in full. Credits are granted by Bancroft (for example, as part of a promotion or a customer service resolution) to the account that will use the service, usually the client household. They cannot be bought, and a credit may carry an expiration date. Your billing page shows each credit and whether it is available, used or expired.
How checkout works
All payments are processed through Stripe, inside the platform. Your card information is handled entirely by Stripe and never touches Bancroft servers.
Subscriptions renew automatically each month, or each year on annual billing. You can update your payment method, view invoices, or cancel from your billing page.
Referral program
Refer another advisor to Bancroft and earn a credit when they subscribe. Every advisor has a referral link. When someone signs up through your link and makes their first payment on a paid plan, you receive a credit of one month of your plan (one added-seat month on the Firm plan), applied to your next invoice. The advisor you refer pays the published price.
Cancellation
You can cancel your subscription at any time. Cancellation takes effect at the end of the current billing period, and you keep full access until then. Finished documents stay in the platform and can be downloaded. The Digital Safe is free and never locked, so households keep their vault files. You can resubscribe at any time to restore full access.
When a trial ends without a plan, the account becomes read-only. You can view and download everything; creating or changing anything waits until you choose a plan.
Still need help?
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