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Compare platforms

Choose the workflow your firm will use.

Estate planning platforms differ in how they involve your team, your clients and attorneys. Compare that process alongside the price. Here is what each vendor publishes, and what to ask before you commit.

Sources reviewed October 8, 2026. Features and terms can change.

The platforms, side by side.

Bancroft

Advisor starts at $299/month or $3,199/year. Growth adds unlimited documents. Firm adds your own domain and team management. All plans include funding letters and your logo, colors and fonts on a subdomain portal.

See plans and allowances

Bring the same questions to every demo.

Client experience

Open the invitation, questionnaire, password reset and finished packet. Check which brand and domain appear at each step.

Funding follow-up

Ask who prepares letters, submits institution forms and confirms the requested change. A mailed letter and a completed transfer are different milestones.

Attorney involvement

Establish whether review applies to templates, a completed document or individual legal advice. Confirm the engagement and fees.

Total cost

Compare seats, billing term, document allowances, recording and attorney services against your expected household volume.

Fit for your clients

Confirm supported jurisdictions and document needs before buying. Walk through a representative household, including when it needs outside counsel.

Our comparisons use the public sources linked on each page. A feature missing from a vendor’s website may still be available. Confirm the details that matter to your firm in writing.

See how Bancroft fits your practice.

In 30 minutes, follow a sample household through documents and funding. We will also cover your jurisdictions, team and expected volume.

Book a Demo