What Kind of Estate Plan Do You Need?
And What Will It Cost You to NOT Have an Estate Plan?
Two free tools to help you understand your estate planning options and the real cost of waiting.
Will or trust?
Let's find your starting point.
Every estate plan begins with a conversation. Twelve short questions will help you understand which direction — a will-based plan or a trust-based plan — likely makes the most sense to explore with your financial advisor.
Before you begin — a quick note.
This tool is for informational and educational purposes only and should not be construed as legal, tax, investment, or financial advice. Estate planning services discussed herein are facilitated through an advisor-led process using the EncorEstate Plans platform. Neither your advisor nor EncorEstate Plans provides legal advice or acts as your attorney. Clients are responsible for making their own planning decisions and should consult a licensed attorney regarding legal questions or advice.
Ideally, sit down with your financial advisor to discuss the results together — they can help you figure out the best next steps.
Probate Cost Map
See How Much It'll Cost You to NOT Have an Estate Plan
Explore probate costs across all 50 states. Compare four scenarios — from no estate plan to a fully funded trust.
Select a state above to see probate cost detailsClick a state on the map to see probate cost details
Disclaimer: Cost and timeline estimates are based on a hypothetical $1,000,000 estate. Actual probate costs vary significantly based on estate size, complexity, and state-specific rules. This map is for informational and educational purposes only and does not constitute legal, financial, or tax advice. Work with your financial advisor and consult a qualified attorney before making estate planning decisions.
Ready to Take the Next Step?
Talk to your financial advisor about what you've learned. They can help you choose the right plan, connect you with an estate planning attorney, and make sure everything is set up properly.