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The Most Popular Estate Planning Software for Advisors

"The Standout Leader" in Estate Document Prep
(Kitces Advisor Productivity Survey)
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Trusted by 3,000+ advisors
Features

What Does EncorEstate Plans Provide to Advisors?

Estate Plan Summary, State Specific Document Creation, and Deed Preparation + Filing for the Trusted Advisor

Attorney-Quality Plans

We've teamed up with estate planning attorneys across all 50 states to offer high-quality estate plan templates. These include state-specific trust-based plans, will-based plans, and power of attorney-only plans.

Check out the quality of our plans in a deep-dive demo.

Human Review

From a 60-point human review of every estate plan to actually answering your questions over live chat, phone, or email at no extra cost, we’re here for you. Encore provides unlimited human estate planner support to advisors.

See why Encore is the leader in service in a deep-dive demo

Visual Plan Summaries

Summarize your clients' estate plans with an easy-to-understand, branded flowchart. Upload existing documents and we do the work for you. Include the summary on new plans and engage other relationships for estate planning.

Get a visual estate plan summary in a deep-dive demo

Advisor-Driven

You can choose to either drive the process yourself while your clients answer the questions, or send a link to clients to complete the inputs at their convenience.

Either way, Encore puts you in the driver's seat for facilitating your clients' plans. We also will make sure you're

See how Encore puts advisors in the driver's seat

Custom Documents

From Special Needs Trust provisions to selecting corporate trustees (with their required language), to covering restatements and QDOT language for non-citizens, we your clients' unique needs covered. We can also customize specific gifts, age-based restrictions, and incentive-based restrictions.

See how the Encore platform can create custom estate documents

Extensive Help Center

You don’t need to be an estate planning expert nor do you need to worry about not knowing the answers to your clients' questions. Encore provides the training and client-facing resources you need to succeed as THE estate planning educator and facilitator for your clients while ensuring you avoid unauthorized practice of law (UPL).

Learn how Encore positions you for estate planning success

Book a Demo

Stay at the Center of Your Clients' Estate Planning Experience

The Fastest Experience

If you have 20 minutes, you can create an estate plan. Our guided workflows will keep you on track, making it easy to complete everything in one session.

Pay As You Go Pricing

With Encore, you can pay for Estate Plans as you create them. When ready, upgrade to a subscription to access additional features and enhance your Estate Planning.

Unlimited Support at No Cost

Our estate planners are here to support you in helping your clients. The Encore team will provide resources and guidance as you navigate the estate planning process together – at no extra cost.

Drive Growth
with Estate Planning

From generating $200,000 from estate planning in their first year to uncovering $40M in AUM, learn from advisors who partnered with Encore to drive year-over-year growth through estate planning.

‍Read the case studies →

Advisors who know...choose Encore

From Cambridge OSJs to solo advisors, see how advisors are kicking more butt with Encore
“I’ve loved partnering with Encore and the best part is anytime I have a question or need a rush they are right on it. Mike has even answered my call while boarding a flight!! They’ve been able to help me with both simple plans and complicated ones too.”
Katie Weibel
Haven Financial Planning
“I love how I can rely on the extensive experience of the estate planning teams to customize for client needs and language for their specific goals. They are also there for any client questions or scenarios to ensure this is a good fit.”
Daniel Kopp
Wise Stewardship Financial Planning
“We've been with Encore Estate Planning since Day 1. They are incredibly responsive to our advisors when they have questions and have even presented financial and estate planning topics to our team to help continue our desire to be lifelong learners.”
John-Mark Young
Whitaker-Myers Wealth Management
“I find your support is way better than competitors. Your support has been fantastic. To me, that makes all the difference. Just that extra check keeps us all safe, especially when documents are generated instantly.”
Luke Russell
Upstream Investment Partners
“When we would encourage clients to go meet with an attorney, it often would not happen for months, if at all. Encore is an easy to use solution for this problem and allows us to have a seamless process to offer estate planning for clients.”
Madelyn Rozeboom
Straight Path Wealth Management
“I was surprised how easy you guys made it. There's such a great knowledge base where you can go in and customer service at Encore is fantastic. I drop a text in and I get answers very quickly.”
David Littlejohn
Littlejohn Financial Services
“My personal practice is growing by roughly $30-$40M per year, and a large part of that competitive edge stems from the depth of what we have available to deliver in-house by leaning on outside support systems like Encore."
Jeff Clark
Pine Grove Financial Group
“Partnering with EncorEstate Plans has been a game changer for our financial planning firm. This has resulted in us bringing in an additional $40M in AUM over the last 12 months.”
Eric Negron
Forefront Wealth Advisors
“In our first year of offering the service, we generated $200,000 of revenue from estate planning. It continues to generate six figures of revenue annually.”
Tushar Kumar
Twin Peaks Wealth Advisors
“More of my clients will have completed estate plans in the last 60 days with EncorEstate Plans than in the last 5 years combined.”
Yohance Harrison
Money Script Wealth Management
“EncorEstate Plans has put us in the driver's seat to complete our clients plans. I love never having to hunt down answers with you guys, never being left in the dark.”
Mark Seither
Kingsview Partners
“EncorEstate has provided our clients with a simple solution to a very complex planning topic. Their easy-to-use planning dashboard, quick turnaround time, and outstanding support team have allowed our team to play the quarterback role.”
Joseph Schmitt
IntentGen Financial Partners

Pay As You Go Pricing

Pricing is exclusive to financial advisors only. EncorEstate Plans offers estate planning services to financial advisors and not to the general public.

Visual Plan Summary

$150

Upload your client's existing estate plan to get a visual summary of the decisions behind their current trust or will.

Custom Branding
Client Deliverable
Custom Analysis
Human Reviewed

Trust-Based Plan

$625

Create a new revocable living trust for your client or restate their existing Trust.

Disclaimer or A/B Trust
Certification of Trust
One-Page Trust Summary
Financial / Medical POA
Advanced Healthcare Directive
HIPAA Release
Pour Over Will

Will-Based Plan

$375

Create a new state-specific will for your client or restate a client's existing will & testament.

State-Specific Will
One-Page Will Summary
Financial / Medical POA
Advanced Healthcare Directives
HIPAA Release

Business Assignments

$100

The purpose of the business assignment is probate avoidance. While the client is living, it does not change how your client operates that business. Upon your client's death, this document would be available to show any business partners or financial institutions that the business interest is an asset of the client's trust.

Deed Prep + Filing

$250+

Encore will handle the preparation and filing of property deeds, saving your client a trip to the recorder's office to fund their Trust-Based Estate Plan.

*Our pricing includes recording fees, which may be higher in some areas. We cover 95% of counties (or county equivalents) in the US.

Powers Only Plan

$125

This package includes the following state-specific documents for one person: Power of Attorney for Finances, Advance Health Care Directive/Power of Attorney for Health Care, and HIPAA Release. It's often used for children heading off to college.

View All Plans
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Features

FAQs About Encore

How is Encore different?

  • We empower advisors to be in the driver's seat of their clients' estate plans.
  • Human review for quality control on every document.
  • No cost access to our support team of estate planners.
  • Deed filing for trust funding (you don't have to be an Encore customer).
  • Pay As You Go pricing: we only get paid when your clients get their plans (no subscription req'd).
  • Collaborative Advisor-Driven experience available.
  • Watch Guided Demo to learn more.

Can I get a standalone POA?

Yes! We have standalone financial and medical power of attorney, HIPAA release, and advanced healthcare directive plans for $125.

Are there discounts available?

Yes! Packages of plans can be purchased reducing the price per plan. Many large financial firms have partnered with Encore to provide their advisors with discounted pricing. Get a demo of the Encore platform to learn more.

What about UPL?

Just as great advisors educate their clients on beneficiary designations decisions and gifting strategies without providing legal advice, we support the advisor in this educational role with hundreds of client resources. We help advisors understand the necessary disclosures, appropriate documentation of the client’s decisions, and disqualification of plans that aren’t a fit for a software solution. Learn the 3 steps to avoid UPL + examples from advisors.

Do you prepare and file deeds?

Yes! Our team has processes set up for over 3,000 U.S jurisdictions where we can prepare and file deeds for your client. This is $250 in most states, though fees can vary due to state specific recording costs.

I have another question!

You can reach out to use anytime at info@encorestateplans.com

See It Live

Ready for your live deep-dive demo? Schedule a conversation with our team to discuss your use case and deep dive into the parts of the Encore platform that can help you achieve your goals.
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