Bancroft Systems
usebancroft.com (opens in new tab)About
Bancroft Systems develops white-label estate-planning software for financial advisors and RIAs. Households answer guided questionnaires in an advisor-branded portal, and the platform generates state-specific wills, revocable trusts, powers of attorney and health care documents from templates. It drafts trust-funding letters, tracks deed recording and beneficiary updates, and flags planning gaps across an advisor's book. Optional attorney review is arranged through a licensed attorney engaged by the household, and the software is sold as a monthly or annual subscription.
Key facts
Status
Active
Founded
2024
Headquarters
Clarkston, Michigan, USA
Target market
Consumers
Revenue model
Subscription
Total funding
-
Company references
External references
Cite this entry
[1]Bluebook:Stanford Ctr. for Legal Informatics (CodeX), CodeX TechIndex: Bancroft Systems, https://techindex.law.stanford.edu/companies/bancroft-systems (last visited October 16, 2026).
[2]APA:Stanford Center for Legal Informatics (CodeX). (n.d.). Bancroft Systems. In CodeX TechIndex. Retrieved October 16, 2026, from https://techindex.law.stanford.edu/companies/bancroft-systems
[3]BibTeX:@misc{techindex_company_17896,
author = {{Stanford Center for Legal Informatics (CodeX)}},
title = {{CodeX TechIndex: Bancroft Systems}},
howpublished = {CodeX TechIndex},
url = {https://techindex.law.stanford.edu/companies/bancroft-systems},
urldate = {2026-10-16}
}
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Entry maintained by Stanford CodeX. Last reviewed October 2026.