What every firm gets
- A setup checklist and a short product tour the first time you sign in.
- A free 30-minute live walkthrough with the Bancroft team. The booking link arrives in your welcome emails.
- A personal check-in from the team after your walkthrough. A real email, not an automated one.
- The help center and the resources library, also linked from the Resources menu inside the platform.
- Email support at support@usebancroft.com.
The milestones
1. Set up your firm.
Complete your profile. Add your logo and colors to your branded portal.
2. Learn the workflow.
Take the live walkthrough. Read Getting started in the help center.
3. Invite your first household.
The household enters family, important people and assets once, in your portal. That record prefills every questionnaire.
4. Finish the first plan.
The household answers each questionnaire and makes every selection. You review the drafts together. Signing tasks track each document through execution. Attorney review is available when a situation calls for it, and the household engages the attorney directly.
5. Follow through on funding.
Each asset headed for the trust becomes a task. You or the household approve the letters. The household mails them and stores each confirmation. See trust funding.
6. Keep the plan current.
Annual review reminders, free trust updates, and the Opportunities view on every household.
What it takes from you
- Bancroft is not a law firm, and it does not give legal advice. It gives you a complete estate planning practice and the training to run it well.
- Plan time to learn the workflow before your first client meeting. If estate planning is new to you, start with Estate Planning 101 and the Advisor Conversation Guide.
- Before you offer estate planning, agree a written scope with your compliance officer. See how Bancroft handles the unauthorized practice of law.
Want us beside you?
Bancroft Launch adds live sessions, done-for-you setup and branded client materials. See Bancroft Launch.