Wealth.com
Estate and tax planning, scenario modeling, document creation and attorney collaboration.
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. Wealth.com’s closest offer to Bancroft Advisor is its Estate Planning plan, listed as “Inquire for Pricing.” For a multi-advisor firm, pricing is per advisor seat with volume-based discounts, also by quote. Contracts are annual, payable in full or quarterly, with no per-client or per-document fees. No dollar price is published, so we do not estimate one.
Feature-by-feature
| Feature | Bancroft | Wealth.com |
|---|---|---|
| Pricing | Advisor from $299/month or $3,199/year. | Estate Planning plan by quote. Annual contract per advisor seat. |
| Contract term | Monthly or annual billing. Cancel anytime, effective at the end of the billing period. | Annual contracts, payable in full or quarterly. |
| Workflow | Household intake, state-specific documents, asset inventory and funding follow-up. | Estate and tax planning, scenario modeling, document creation and attorney collaboration. |
| Firm branding | Logo, colors, fonts and branded emails on every plan, on a branded subdomain. Your own domain on Firm and Enterprise. | Pricing page lists branded, client-ready estate plans and branded client reports. Its home page describes a personalized client portal and Vault. A custom domain and branded emails are not listed on the pricing page; 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. | Advisors can order deed preparation through its preferred provider, per an April 2026 product update. Funding letters and institution follow-up are not listed on the pricing page; ask to see them in a demo. |
Sources: Wealth.com pricing and features · Wealth.com home page · Wealth.com product update, April 2026. 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 Wealth.com if
- You need integrated estate and tax modeling.
- Attorney collaboration is central to your process.
- Your firm already has a license worth evaluating.
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 Wealth.com?
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 built around estate visualizations and scenario modeling? See Bancroft and Vanilla 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.