Pricing at a glance
Estate Guru's pricing is platform + per-document. Platform license $1,500 to $2,500/yr depending on tier. Execution fees $299 to $699. For an advisor serving 20 households at one will + one trust each: if the fee applies per plan (one fee per household), execution fees run $5,980 to $13,980, putting the all-in at $7,480 to $16,480 with the platform license. If it applies per document (will and trust billed separately), execution fees double to $11,960 to $27,960 and the all-in reaches $13,460 to $30,460. We use the conservative per-plan reading in our comparisons. Bancroft Advisor is $3,588/yr flat with no per-doc fees. Bancroft Growth is $5,988/yr (unlimited documents, unlimited households, no per-doc fees). Either way you read the fee, the cost gap is structural.
Feature-by-feature
| Feature | Bancroft | Estate Guru |
|---|---|---|
| Starting price (platform only) | $299/mo (no per-doc fees) | $1,500 to $2,500/yr platform license + $299 to $699 per document |
| Per-document fees | Zero, every plan | $299 to $699 per document |
| Full white-label (custom domain + colors + fonts + branded emails) | Yes, Firm tier and above | Logo placement for $2,000/yr add-on. No custom domain. |
| End-to-end trust funding workflow | Yes (6-category letters, per-asset strategy, proof capture) | No |
| Attorney-reviewed state-specific documents | State statute citations on every clause; state-specific drafting depth | Generic forms; per-state customization limited |
| Planning intelligence (42 opportunity-flag rules across 15 categories) | Yes | No |
| AI questionnaire helper with UPL guardrails | Yes (hard UPL guardrails, output filtering) | No |
| Pre-population engine (enter household once) | Yes (auto-fills every document type) | No. Each form is fresh entry. |
| Est. annual cost (20 households) | $3,588 (Advisor) or $5,988 (Growth, unlimited) | $7,480 to $16,480 all in (platform + per-doc fees) |
Source: Estate Guru advisor pricing (publicly listed). Pricing and feature claims for Estate Guru sourced from publicly available pricing pages and product documentation as of May 2026. Refreshed quarterly.
The honest gate
Choose Estate Guru if
Choose Bancroft if
Frequently asked
Is Estate Guru cheaper than Bancroft on paper?
Only at the platform-license level. Estate Guru's platform license is $1,500 to $2,500/yr versus Bancroft Advisor at $3,588/yr. The trap is the per-document fee: $299 to $699 per execution at Estate Guru. For an advisor serving 20 households at one will + one trust each per year (40 documents), the per-doc tax alone is $11,960 to $27,960, putting Estate Guru's all-in cost between $13,460 and $30,460/yr. Bancroft Growth at $5,988/yr is unlimited documents with zero per-doc fees. The structural cost advantage flips dramatically once you actually generate documents.
Does Estate Guru offer white-label like Bancroft?
Estate Guru offers logo placement as a $2,000/yr add-on; no custom domain, no custom colors, no custom fonts, no branded transactional emails. Bancroft's Firm tier ($799/mo) ships the full white-label client experience: custom domain, custom colors, custom fonts, custom logo, custom favicon, branded transactional emails. Clients on the Bancroft Firm tier never see Bancroft anywhere in the experience.
Does Estate Guru ship trust funding workflow?
No. Estate Guru does not generate funding letters, track per-asset funding strategy, or capture proof of delivery. Trust funding is the workflow most estate plans never complete; Bancroft is the only platform in the category that ships the end-to-end workflow.
Next
Every claim on this page is shipping in production. The trust funding automation is at funding-letters, the security posture is at security, the full feature-by-feature comparison across all competitors is at vs-competitors.
The fastest way to see whether Bancroft fits your firm: book a 15-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.