Growth
$450
per month, billed annually
$499/mo if monthly
For high-volume advisors and growing practices ready to scale without limits.
- Everything in Advisor, plus:
- Unlimited wills and trusts
- Unlimited client households
- No document caps of any kind
- Priority email support
Onboarding and training are included on every plan. See how onboarding works. Want hands-on help? See Bancroft Launch.
Firm Seat Math
How the Firm tier scales.
Buy the base plan, then scale your team from the Team page after signup. Added seats are charged today for the rest of the billing period. A removed seat comes off right away, with no credit, and your bill drops at renewal. For how invoicing, proration, and service credits work in practice, see billing, plans, and service credits.
| Team size | Monthly | Annual |
|---|---|---|
| 1 advisor (1 seat included) | $799/mo | $8,599/yr |
| 3 advisors | $1,297/mo | $13,597/yr |
| 5 advisors | $1,795/mo | $18,595/yr |
| 10 advisors | $3,040/mo | $31,090/yr |
Annual saves on every line: base ($799/mo to $8,599/yr saves $989) and each extra seat ($249/mo to $2,499/yr saves $489).
ROI Calculator
Estimate Subscription Payback
Year 1 Revenue
$25,000
Revenue Less Subscription
$21,412
Payback
2 households
Illustration using monthly billing and one advisor seat. Revenue less subscription excludes your time, taxes, additional seats and client add-on services. Actual revenue depends on the services you offer and the fees you charge.
Annual billing saves approximately 10% on every plan. Stripe-managed checkout. Cancel anytime from your billing settings.
Changes to a signed trust: free on every plan, always. No per-change fee, no cap.
Digital Safe: included on every plan at no per-household charge.
Deed recording: $199 per deed. Printed copies: $25 for each printed document, $199 for the Estate Plan Binder.
Attorney review: $299 per document, paid by the household directly to the attorney it engages; not every state has a listed attorney. On every plan, the firm can choose to cover any of these add-on fees for the client, including an attorney's fee with the household's consent.
Enterprise inquiries: schedule a call or email support@usebancroft.com.
Compare Plans
Every plan, side by side.
| Feature | Advisor | Growth | Firm | Enterprise |
|---|---|---|---|---|
| Price | ||||
| Monthly billing | $299/mo | $499/mo | $799/mo | Quoted |
| Annual billing | $3,199/yr | $5,399/yr | $8,599/yr | Quoted |
| Advisor seats | 1 | 1 | 1 included, $249/mo each added | Volume pricing |
| Documents | ||||
| Wills and trusts | 25 per year | Unlimited | Unlimited | Unlimited |
| POAs, HIPAA and supporting documents | Unlimited | Unlimited | Unlimited | Unlimited |
| Changes to a signed trust | Free | Free | Free | Free |
| Per-document generation fees | None | None | None | None |
| Funding and client experience | ||||
| Trust funding automation (letters, deeds, beneficiaries) | ✓ | ✓ | ✓ | ✓ |
| Client portal on your own subdomain | ✓ | ✓ | ✓ | ✓ |
| Your logo, colors and fonts | ✓ | ✓ | ✓ | ✓ |
| Branded client emails | ✓ | ✓ | ✓ | ✓ |
| Digital Safe vault | Included | Included | Included | Included |
| Option to cover client add-on fees | ✓ | ✓ | ✓ | ✓ |
| Brand | ||||
| Your firm name on the client portal | ✓ | ✓ | ✓ | ✓ |
| Your own domain | – | – | ✓ | ✓ |
| Client email from your own domain | – | – | ✓ | ✓ |
| Team and administration | ||||
| Advisor dashboard with gap intelligence | ✓ | ✓ | ✓ | ✓ |
| Two-factor authentication and audit logging | ✓ | ✓ | ✓ | ✓ |
| Multi-advisor team management and household sharing | – | – | ✓ | ✓ |
| Admin analytics dashboard | – | – | ✓ | ✓ |
| Custom security review | – | – | – | ✓ |
| Custom contract and SLA | – | – | – | ✓ |
| Support | ||||
| Support | Priority email | Priority | Dedicated success manager | |
Billing details, proration and service credits are covered in billing, plans and service credits.
Add-On Services
Priced separately, on every plan.
Pay only when a household needs them. Your firm can choose to cover any of these fees for the client.
Deed recording
$199
per deed
Generating the deed from the client’s answers and coordinating the county recording. County recording fees are included.
Attorney review
$299
per document
Review of a document by an attorney the household engages. The household pays the attorney directly; not every state has a listed attorney.
Printed copies
$25
per document
A printed copy of any finished document. The Estate Plan Binder, with every document bound together, is $199.
Included at no extra charge: changes to a signed trust and the Digital Safe. See how the trust funding workflow uses deed recording.
Pricing Questions
What buyers ask before choosing.
Are there per-document fees?
There are no per-document generation fees. Advisor includes up to 25 wills and trusts per year, with unlimited POAs, HIPAA and supporting documents. Growth and above include unlimited documents. Attorney review, deed services and printed copies are separately priced.
How do I choose a plan?
Advisor fits a solo practice preparing up to 25 wills and trusts a year. Growth removes that cap. Every plan carries your logo, colors and fonts. Firm adds seats for more than one advisor and your own domain. Enterprise is for larger firms that need negotiated terms or a security review. A demo can help you match volume and brand requirements to a plan.
Who pays for add-on services?
Deed recording and printed copies are billed to the household unless your firm chooses to cover them, on any plan. Attorney review is paid by the household directly to the attorney it engages; your firm can cover that fee with the household’s consent.
What is the difference between the client portal and full white-label?
Every plan includes a client portal on your own subdomain with your firm’s name, logo, colors and fonts, and client emails under your firm’s name. Firm and Enterprise add your own domain for the portal and send client email from your own domain.
How does billing work for added advisors?
Firm includes one advisor seat. Add or remove seats from your Team page after signup; each added seat is $249 a month or $2,499 a year. Added seats are charged today for the rest of the billing period; a removed seat comes off right away, with no credit, and your bill drops at renewal.
Can I cancel anytime?
Yes. Cancel from the Billing page in your account settings; cancellation takes effect at the end of the current billing period, and finalized documents stay available to download. Annual billing saves about 10% on every plan.
Comparing vendors? See how Bancroft compares on pricing and white-label, or the plan guides for solo advisors and RIAs and firms.