Launch
$1,500 for a solo advisor. $2,500 for a firm of up to two advisors, plus $350 for each additional advisor.
- Three live sessions with the Bancroft team, scheduled around your firm.
- Your branded portal, logo, colors and team invites, set up for you.
- A training session for your staff.
- A launch kit: client announcement emails, an introduction letter and a review conversation guide, branded to your firm.
- The client guides library with your firm's logo and colors.
- Check-ins at 30, 60 and 90 days.
- A compliance summary with every asset, ready for your compliance officer.
- We keep working with you until your first household's plan is finished.
Launch Plus
Priced on request. Everything in Launch, plus:
- A half-day education workshop for your advisors and staff, taught by Bancroft leadership. An independent estate planning attorney may join as guest faculty.
- A one-page overview or brochure of your estate planning service, and copy for an estate planning page on your website.
- Email sequences and social post templates, branded to your firm.
Launch On-Site
Custom engagements, priced on request. For larger firms, multi-office teams and networks. Everything in Launch Plus, plus:
- On-site training at your firm.
- A rollout plan across your advisors and offices.
- A client education event, scoped with your firm and your compliance team.
- Quarterly reviews for the first year, and a named Bancroft contact.
Travel and event costs are billed separately.
Good to know
- Launch is credited in full when your firm moves to an annual plan within 90 days, and it's included with an annual Firm plan.
- Every client-facing asset is educational and is reviewed by your compliance officer before use.
- Bancroft is not a law firm and does not give legal advice. See how Bancroft handles the unauthorized practice of law.
- For broker-dealers and networks, we build programs for your advisors. Contact us.
- After launch, Bancroft Sustain keeps your materials and education current each year.