With Encore as your partner, you'll:
- End client procrastination
- Ensure good inputs
- Ensure correct document execution
- Get estate plans funded
At no cost! Our Support Team of estate planners and paralegals is always here to help you tackle any questions about clients' estate plans. The Encore team will provide resources and guidance as you navigate the estate planning process together – at no cost.
See why Encore is #1 in advisor satisfaction
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 Kitces called Encore "the standout leader"
Get your clients' trusts funded with Encore's deed filing service: we'll pull the last recorded deed, prepare the deed, and prepare all county-specific documents – even if you’re not an Encore customer (many advisors use other estate planning software and then Encore for deed filing).
Get your clients' estate plans funded
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
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
With Encore, you can pay for Estate Plans as you create them. We also offer subscriptions for power users alongside estate plan packages (i.e., buy in bulk and save). Best of all, we don't lock you into long contracts, gouge you on renewal, and force you to pay us to view your clients' data.
View Encore's pricing page
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. Create your first estate plan now.
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.
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 extra cost. Read EncorEstate case studies.
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 →
Pricing is exclusive to financial advisors only. EncorEstate Plans offers estate planning services to financial advisors and not to the general public.
Yes! We have standalone financial and medical power of attorney, HIPAA release, and advanced healthcare directive plans for $125.
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.
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.
Yes, EncorEstate'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.
You can reach out to use anytime at info@encorestateplans.com