Read Kitces Productivity Survey
"The Standout Leader" in Estate Document Prep
#1 in Advisor Satisfaction and a T3 "All Star"

Estate Plans Done...and Funded

You lead. We execute. Encore brings human support and technology together to ensure your clients' estate plans are completed and funded.
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Trusted by 5,500+ advisors to facilitate and fund estate plans
Features

Estate Document Creation and Trust Funding in One Platform

With Encore as your partner, you'll:
- End client procrastination
- Ensure good inputs and correct documents
- Get estate plans funded

Unlimited Estate Planner Support for You

Our Support Team of estate planners and paralegals is your back-office estate planning team. We give you the resources, training, and guidance at no cost.

See why Encore is #1 in advisor satisfaction

Human Review of Every Plan, Guaranteed

Every plan undergoes our 60‑point quality review by our team of estate planners and paralegals. Unlimited support – live chat, phone, email – comes standard at no cost.

See why Kitces called Encore "the standout leader"

Trust Funding Done
for Your Clients

Encore's full trust funding service (deed prep + county-specific filing) is open to everyone and covers 95% of US counties, even for plans made elsewhere.

Get your clients' estate plans funded

Advisor-Led Estate Planning For the Win

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, you'll uncover more with Encore (e.g., more AUM and IUM (information under management)) while building deeper relationships with your clients.

See how Encore puts advisors in the driver's seat

Custom Estate Documents

Get maximum flexibility for your clients and their beneficiaries.

We cover:
- Special Needs Trust provisions.
- Selecting corporate trustees (with their required language).
- Restatements.
- QDOT language for non-citizens.
- Customizable specific gifts, age-based restrictions, and incentive-based restrictions.

See how the Encore platform can create custom estate documents

Pay As You Go,
No Vendor Lock-In

‍Only pay for completed estate plans. Your clients' data is always yours – you never have to pay to view that data.

Encore also offers subscriptions for power users alongside estate plan packages (i.e., buy in bulk and save).

View Encore's pricing page

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Drive Your Clients' Estate Planning Experience from Start to Finish

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. Schedule a conversation with us to learn more.

Integrated Estate Attorney Reviews

If your clients want additional review of their estate plans on top of the 60-point review Encore's Support Team has done, you can request one of our state-specific attorney partners to provide either a letter review of their plan or review their plan live over the phone along with a letter. Pricing varies by state, and starts from $200. Schedule a conversation with us to learn more.

Back-Office Team of Estate Planners

Our Support Team of estate planners and paralegals is always here to help you tackle any questions about clients' estate plans (live chat, phone, or email). The Encore team will provide resources and guidance as you navigate the estate planning process together – at no cost. Read EncorEstate case studies.

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
As Mentioned In
Features

FAQs About Encore

How is Encore different?

  • Encore's technology and support team empower advisors to ensure high caliber estate documents and trust funding for their clients.
  • In-house deed filing for trust funding (you don't have to be an Encore customer).
  • Human estate planner review of every estate plan.
  • Pay As You Go pricing: we only get paid when your clients get their plans (no subscription req'd).
  • Unlimited advisor support at no cost!

Does Encore offer standalone POA?

Yes, Encore's standalone financial and medical power of attorney, HIPAA release, and advanced healthcare directive plans are available for $125.

Are there discounts available for Encore?

Yes, as plan packages (lower price per estate plan). Several Barron's Top 100 firms have partnered with Encore to provide their advisors with discounted pricing. Learn more about Encore discounts!

Can you trust Encore's documents?

Yes because Encore has 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. See the quality of the estate plans for yourself.

How does Encore ensure advisors avoid 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.

Does Encore prepare and file deeds for trust funding?

Yes, Encore's deed filing service ensures your clients' trusts are funded without needing you to go all over the place to get and sign paperwork. Our service covers 95% of all US counties and county-equivalents, and starts from $250 in most states (note: fees can vary due to state-specific recording costs). Encore will pull the last recorded deed, prepare the deed, and prepare all state- and county-specific document.

Do you have estate attorneys review client estate plans?

Yes, Encore has integrated estate attorney review in its platform as an add-on review option (our team of paralegals and estate planners already reviews each and every plan via a 60-point review process, so requesting an attorney to review is an extra layer, if desired).

From the Encore platform, either you and or your clients can request an attorney to do a review of their estate plans or your clients can get on the phone and have the attorney review their plan + answer all of their questions.

Pricing for this add-on option starts from $200, and varies by state. As of this writing, Encore has attorney review partners in: AK, AZ, CA,
FL, ID, KY, OR, MD, NE, NH, NM, PA, TX, UT, Washington, D.C., and Wyoming.

Where can I learn more about Encore?

You can book a conversation with us or reach out to us 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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