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What is Prisidio?

Prisidio keeps your life organized and protects you from chaos. It systematically organizes essential documents like wills and insurance policies for straightforward access. You can create a comprehensive list of key individuals in your life, enabling them select access to your digital files and other important information. In addition to managing your digital assets, it also helps you keep track of your physical belongings and their locations. With Prisidio, you enjoy a secure, centralized platform that helps you manage your vital personal documentation and information in a neat and up-to-date manner. You can easily outline and document your trusted network, including family members, friends, and professional contacts like your spouse, children, parents, healthcare providers, legal advisors, real estate agents, and financial professionals. Furthermore, you have the ability to set access permissions and establish automatic notifications to ensure that the right people can access the necessary information at the right time. Additionally, Prisidio prompts you to identify all locations where your significant documents and information are kept, including both online storage options and physical sites. This thorough method guarantees that all your digital and physical assets are well accounted for and manageable, allowing you peace of mind and clarity in times of need. By streamlining your personal affairs, Prisidio empowers you to navigate life with confidence and security.

What is Bancroft?

Bancroft is a cloud-based estate planning platform tailored for financial advisors, registered investment advisors (RIAs), and firms, which simplifies the creation and management of estate documents for client households. Advisors can invite clients to a personalized portal where guided questionnaires for each document automatically populate relevant household details. This solution is equipped to generate a range of state-specific legal documents, such as wills, revocable trusts, powers of attorney, HIPAA authorizations, and other essential papers, while also giving advisors a detailed dashboard to track document progress and outstanding tasks. Furthermore, it includes trust-funding workflows that enhance the efficiency of asset retitling, beneficiary updates, and deed assignments, complemented by draft letters awaiting advisor approval. Among its many functionalities, Bancroft provides a secure Digital Safe for safeguarding household records, supports trust modifications, and offers visual aids for blended families to understand potential outcomes based on the order of death of either spouse. Importantly, although Bancroft delivers these software tools, it does not operate as a law firm, and users are advised to seek personalized legal counsel outside of the platform for specific needs. Ultimately, with its comprehensive set of features, Bancroft aspires to improve the estate planning experience for both advisors and their clients, fostering a more structured and effective approach to estate management while ensuring that users have the necessary resources at their fingertips.

Media

Media

Integrations Supported

Integrations Supported

Wealthbox

API Availability

API Availability

Pricing Information

$9.99 per month
Free Version

Pricing Information

$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Prisidio

Date Founded

2020

Company Location

United States

Company Website

www.prisid.io

Company Facts

Organization Name

Bancroft Sysyems

Date Founded

2024

Company Location

United States

Company Website

usebancroft.com

Categories and Features

Document Management

Not specified

Categories and Features

Estate Planning

Not specified

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