Trust & Will
Plan creation, document summaries, client progress and attorney-support options.
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. Trust & Will’s closest plan to Bancroft Advisor is Premium Growth: $2,500/year per dashboard with up to 25 complimentary estate plans. Closest to Bancroft Growth and Firm is Premium Full: $4,850/year per dashboard with no estate plan cap. Premium Plus is $6,850/year with Attorney Support bundled. Added users are $500 each on Premium Growth and $1,000 each on Premium Full, where each added user carries a 100-plan cap. Attorney Support as an add-on is $2,000. A free Basic option has clients pay for their own plans at a 10% discount. Trust & Will counts estate plans; Bancroft’s Advisor allowance counts wills and trusts.
Feature-by-feature
| Feature | Bancroft | Trust & Will |
|---|---|---|
| Pricing | Advisor from $299/month or $3,199/year. | Premium Growth $2,500/year for 25 estate plans. Premium Full $4,850/year, no cap. |
| Volume per added advisor | Firm: unlimited documents and households for every added seat ($249/month each). | Premium Full: each additional user license carries a 100-plan cap. |
| Workflow | Household intake, state-specific documents, asset inventory and funding follow-up. | Plan creation, document summaries, client progress and attorney-support options. |
| Firm branding | Logo, colors, fonts and branded emails on every plan, on a branded subdomain. Your own domain on Firm and Enterprise. | Its advisor page and help center describe a client portal on Trust & Will’s own platform. Firm branding, a custom domain and branded emails are not listed on the advisor page; ask to see the client portal and invitations 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. | Advisor dashboard tracks notarization, trust funding and deed transfers. Funding letters and institution follow-up are not listed on the advisor page; ask in a demo. |
Sources: Trust & Will pricing and features · Premium subscription details. 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 Trust & Will if
- You want to start with a referral arrangement.
- Its plan bundles and attorney-support options fit your service.
- Its annual allowance and seat pricing fit your volume.
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 Trust & Will?
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.
Does Trust & Will offer white-label estate planning for advisors?
As reviewed October 8, 2026, Trust & Will’s advisor page and its Premium subscription article describe a referral link, an advisor dashboard, and a client portal on Trust & Will’s platform, with clients completing their plans there and receiving a shipped copy. Neither page lists a firm-branded domain, branded client emails, or branded documents. Bancroft includes a branded subdomain on every plan and, on Firm and Enterprise, a custom domain, colors, fonts, logo and branded transactional emails. Walk a test household through both before choosing.
Next
See the platform.
Explore the funding workflow and security controls before your demo.
Also weighing a platform with attorney involvement built in? 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.