Pricing at a glance
Trust & Will EstateOS prices the advisor tier at $2,500/yr for 25 plans/year cap and $3,999/yr for unlimited. Annual-cost-equivalent: Bancroft Advisor at $3,588/yr (25 wills/trusts per year cap, unlimited POAs/HIPAA), Bancroft Growth at $5,988/yr (unlimited documents + unlimited households). The cost gap is narrower than against Wealth.com, but the structural advantage Bancroft has is the white-label depth and the trust funding workflow. Trust & Will EstateOS at the same annual budget gives you a Trust & Will-branded client experience; Bancroft Growth gives you a firm-branded one.
Feature-by-feature
| Feature | Bancroft | Trust & Will |
|---|---|---|
| Starting price | $299/mo (Advisor) | $2,500/yr (25-plan cap) or $3,999/yr (unlimited) |
| Per-document fees | Zero, every plan | Zero on $3,999/yr tier; capped at 25 on $2,500/yr tier |
| Full white-label (custom domain + colors + fonts + branded emails) | Yes, Firm tier and above | No. Trust & Will branded throughout. |
| End-to-end trust funding workflow | Yes (6 letter categories, per-asset strategy, proof capture) | No. Partner network for deeds only. |
| Built for the advisor segment specifically | Yes, single-segment from day one | No. Consumer DTC with advisor channel layered on. |
| Attorney-reviewed state-specific documents | Yes, statute citations on every clause; state-specific drafting depth | Yes (350+ attorney review network) |
| AI questionnaire helper with UPL guardrails | Yes (hard-coded UPL prohibitions, output filtering, contract-tested in CI) | Limited AI features |
| Planning intelligence (42 opportunity-flag rules across 15 categories) | Yes | Plan Score (AI-based) and status indicators |
| Est. annual cost (20 households) | $3,588 (Advisor) or $5,988 (Growth, unlimited) | $3,999 (unlimited tier) or $2,500 (capped at 25 plans) |
Source: Trust & Will Advisor pricing page (accessed May 2026). Pricing and feature claims for Trust & Will sourced from publicly available pricing pages and product documentation as of May 2026. Refreshed quarterly.
The honest gate
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Frequently asked
Does Trust & Will offer white-label for advisors?
No. Trust & Will's advisor product (EstateOS) is consumer-branded; clients on Trust & Will see Trust & Will throughout the experience. The structural reason consumer-DTC estate platforms cannot ship genuine white-label is covered in detail in the Bancroft journal essay "Why Trust & Will doesn't ship white-label" (https://usebancroft.com/journal/why-trust-and-will-doesnt-ship-white-label).
Does Trust & Will generate trust funding letters?
No. Trust & Will has a connected partner network for deed transfers but does not generate the per-asset funding letters (BANK / BROKERAGE / RETIREMENT / LIFE_INSURANCE / BUSINESS / SAFE_DEPOSIT) or track the per-asset funding strategy (RETITLE / TOD / BENEFICIARY / NONE) that Bancroft ships. Most estate plans never get funded; Bancroft is the only platform in the category that ships the full workflow.
How does Trust & Will's pricing compare to Bancroft?
Trust & Will EstateOS is $2,500/yr (25-plan cap) or $3,999/yr (unlimited). Bancroft Advisor is $3,588/yr (25 wills/trusts per year, unlimited POAs and HIPAA). Bancroft Growth is $5,988/yr (unlimited documents + unlimited households). Cost is roughly comparable; the differentiation is what you get for the same budget. At the same annual budget, Bancroft Growth gives you unlimited documents PLUS firm-branded client experience PLUS trust funding workflow. EstateOS at $3,999 gives you unlimited documents under Trust & Will branding.
Can I switch from Trust & Will EstateOS to Bancroft?
Yes. Cancel EstateOS at term, set up the Bancroft Firm tier with your white-label, re-create households via the new-household form. Existing Trust & Will documents that are already finalized can be uploaded to the Digital Safe vault as PDFs; new documents from your Bancroft household get generated through the Bancroft engine. Reach out to support@usebancroft.com for migration assistance.
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.