Vanilla
Estate visualizations, projections, scenario modeling and document creation.
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. The closest Vanilla offering to Bancroft Advisor is Vanilla Starter: $99, $159 or $199 a month for 10, 25 or 50 client households ($995 to $1,995 billed annually). Starter is self-service, limits document creation to the households in the plan, and does not include estate visualizations or AI features. Vanilla’s full platform, closer to Bancroft Growth and Firm, is licensed per user by quote. Its published Osaic partner pricing is $4,600 per advisor per year, or $6,400 with Estate Builder.
Feature-by-feature
| Feature | Bancroft | Vanilla |
|---|---|---|
| Pricing | Advisor from $299/month or $3,199/year. | Starter $99 to $199/month for 10 to 50 households. Full platform per user, by quote. |
| Household volume | Growth and Firm: unlimited households and documents. | Starter: 10, 25 or 50 households per plan. |
| Workflow | Household intake, state-specific documents, asset inventory and funding follow-up. | Estate visualizations, projections, scenario modeling and document creation. |
| Firm branding | Logo, colors, fonts and branded emails on every plan, on a branded subdomain. Your own domain on Firm and Enterprise. | Starter: the Estate Health Check link carries your logo. A branded client portal is not listed on the Starter plan page. |
| Funding follow-up | Letters, approval by the advisor or household, client packets, reminders and supporting records. Institutions must process the requested changes. | Funding letters and follow-up are not listed on the Starter plan page. Ask to see them in a demo of the full platform. |
Sources: Vanilla pricing and features · Vanilla Starter plans · Vanilla pricing for Osaic advisors. 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 Vanilla if
- Your meetings depend on estate visualizations and scenario modeling.
- You need advanced tools for a central planning team.
- Its quoted license and services fit your firm.
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 Vanilla?
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 a platform that pairs estate and tax planning with scenario modeling? See Bancroft and Wealth.com 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.