EncorEstate Plans
Estate-plan preparation reviewed by certified estate planners and paralegals, optional attorney review, and a separate deed-filing service.
Pricing at a glance
Compare the full cost of serving your households.
Bancroft Advisor is $299/month or $3,199/year, with up to 25 wills and trusts per year. Growth is $499/month or $5,399/year for unlimited documents and households. Firm starts at $799/month or $8,599/year with one advisor seat. Additional seats, deed recording and attorney review are priced separately. EncorEstate lists no subscription tier comparable to Bancroft Advisor. Its pricing page lists pay-as-you-go prices with no monthly fee: Trust-Based Plan $650, Will-Based Plan $400, Powers Only Plan $125, Visual Plan Summary $150, Business Assignments $100 and Deed Filing $300. Its site summary mentions 5-pack and 10-pack bundles without published bundle prices. At the listed trust-based price, nine trust plans a year ($5,850) cost more than Bancroft Growth billed annually ($5,399), which has no document cap.
Feature-by-feature
| Feature | Bancroft | EncorEstate Plans |
|---|---|---|
| Pricing | Advisor from $299/month or $3,199/year. | No monthly fee. $650 per trust-based plan; $400 per will-based plan. |
| Deed recording | $199 per deed, county recording fees included. | Deed Filing $300 per deed: pull last recorded deed, prepare new deed, file with county. |
| Per-plan cost | No per-document generation fees. Growth: unlimited documents for $5,399/year. | $650 per trust-based plan. $400 per will-based plan. |
| Workflow | Household intake, state-specific documents, asset inventory and funding follow-up. | Estate-plan preparation reviewed by certified estate planners and paralegals, optional attorney review, and a separate deed-filing service. |
| Firm branding | Logo, colors, fonts and branded emails on every plan, on a branded subdomain. Your own domain on Firm and Enterprise. | Pricing page FAQ says advisor-branded client workflows are supported; its site summary describes custom branding on all client-facing materials. A client portal on your own domain and branded emails are not listed on the pricing page; ask in a demo. |
| Funding follow-up | Letters, approval by the advisor or household, client packets, reminders and supporting records. Institutions must process the requested changes. | Deed Filing ($300) and Business Assignments ($100) listed, and its home page advertises an in-house trust funding service. Funding letters for financial accounts are not listed on the pricing page; ask in a demo. |
Sources: EncorEstate Plans pricing and features · EncorEstate Plans home page. Reviewed October 8, 2026. Confirm current terms with each vendor. A feature not described publicly may still be available.
Fit for your practice
Which one fits your firm?
Choose EncorEstate Plans if
- Your estate-planning volume is occasional or unpredictable.
- You prefer a per-plan service with human review.
- Its deed-filing service matches your property needs.
Choose Bancroft if
- You want to coordinate documents and funding follow-up from one advisor dashboard.
- You want published subscription pricing, with unlimited documents on Growth and above.
- You want a custom-domain client portal with Firm or Enterprise.
Frequently asked
Questions buyers ask.
How should I compare Bancroft’s price with EncorEstate Plans?
Use the same billing term, advisor seats and expected household volume. Include attorney services, recording and other add-ons. A quote-based price or a per-plan bundle cannot be compared with a subscription by headline price alone.
What should I ask to see in a Bancroft demo?
Follow a sample household through a document questionnaire, funding letters and client tasks. Review your required jurisdictions, volume, brand controls and paid services before choosing a plan.
Next
See the platform.
Explore the funding workflow and security controls before your demo.
Also weighing attorney-guided planning? See Bancroft and Estate Guru compared.
The fastest way to see whether Bancroft fits your firm: book a 30-minute walkthrough. We will show you the actual advisor and client surfaces, your firm's name in the white-label preview, and the trust funding workflow live on a sample household.