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What is Standard Legal's Professional Edition?

Standard Legal specializes in "pro se law," commonly known as "self-help law" or "do-it-yourself law." We provide vital guides, comprehensive information, and systematic instructions designed to empower individuals to create the legal documents needed for a variety of everyday legal issues. Our extensive range of subjects includes Last Will and Testament, Bankruptcy, Incorporation, Lease Agreements, Deeds, Employee Manuals, Living Wills, Living Trusts, and much more. With our resources, anyone who can follow straightforward instructions and respond to specific questions about their situation can effectively manage these common legal hurdles without the financial burden of attorney fees, potentially saving a significant amount of money. Our self-help software is readily available for instant download, and we also offer a CD option for those who prefer physical copies or want a dependable backup. Each product comes complete with all necessary legal forms and detailed instructions to produce state-specific documents relevant to that legal topic, ensuring users feel confident in managing their own legal needs. This strategy not only enhances accessibility but also cultivates a deeper understanding of legal procedures among individuals, empowering them to take control of their legal situations. By equipping users with the tools and knowledge they need, we aim to demystify the legal process and make it more approachable for everyone.

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

$149 one-time payment

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

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

The Standard Legal Network

Company Location

United States

Company Website

www.standardlegal.com

Company Facts

Organization Name

Bancroft Sysyems

Date Founded

2024

Company Location

United States

Company Website

usebancroft.com

Categories and Features

Bankruptcy

Exemption Management
Forms Automation
Legal Forms Library

Categories and Features

Estate Planning

Not specified

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