Estate Guru
Attorney-guided planning with legal review built into every plan, plus an optional concierge 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. Estate Guru publishes no plan prices or tiers. Its pricing page describes “all-in-one subscription pricing” and says “For pricing book a demo,” so the tiers closest to Bancroft Advisor, Growth and Firm are by quote. Its Plus concierge service carries a published “$300 additional charge”; the page does not say whether that is per plan. We do not estimate its annual cost.
Feature-by-feature
| Feature | Bancroft | Estate Guru |
|---|---|---|
| Pricing | Advisor from $299/month or $3,199/year. | Subscription by quote. Plus concierge service adds $300. |
| Published pricing | Advisor, Growth and Firm prices are public, from $299/month. | No plan prices published. Pricing by demo. |
| Workflow | Household intake, state-specific documents, asset inventory and funding follow-up. | Attorney-guided planning with legal review built into every plan, plus an optional concierge service. |
| Firm branding | Logo, colors, fonts and branded emails on every plan, on a branded subdomain. Your own domain on Firm and Enterprise. | Its institutions page lists white-label to match an institution’s member experience. The advisor page lists no firm branding controls. A client portal on your own domain and branded emails are not listed; 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. | Its institutions page lists trust funding support with attorney-prepared deeds and instructions. Funding letters and institution follow-up are not listed on the advisor page; ask in a demo. |
Sources: Estate Guru pricing and features · Estate Guru Plus · Estate Guru for institutions. 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 Estate Guru if
- Attorney involvement within the platform is a central buying requirement.
- Its proposed service scope and quote fit your households.
- Your team prefers its attorney collaboration and client workflow after a demo.
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 Estate Guru?
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 per-plan preparation with human review? See Bancroft and EncorEstate Plans 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.