DIY Deed Filing and "Find an Attorney" Solutions Don't Cut It

What Good is an Empty Safe?

Think of a trust as a safe: as you do with a safe, you fill a trust with things you want your trustee to be in control of. Real estate, retirement accounts, and other assets are must-haves in a trust. But, the benefit of avoiding probate is lost when real estate is not titled in the name of the trust.

Enter: The Trusted Advisor

Many clients are happy to be done with the estate planning process once the documents are created and signed. But even if a deed is prepared, they still have to go to the county assessor's office to record it, which isn't the walk in the park all other estate planning software vendors claim. Even tasking clients to get their deeds filed via an estate attorney falls short: they'll procrastinate (and procrastinate some more).

That's why advisors are uniquely positioned to uncover this gap in their clients’ existing plans, and in partnership with Encore, they can finally close it. In fact, checking your clients' existing plans to see if they're funded correctly is a huge, quick win for you: you uncovered a problem they didn't know they had + immediately fixed it.

Ensure Your Clients' Trusts are Funded in Minutes

With Encore's standalone deed filing service, we’re making it easier than ever to overcome procrastination and ensure existing estate plans are properly funded. If clients already have the safe, Encore can help them put the appropriate things inside.

Starting from $250 (varies by state), Encore will:
1) Pull the last recorded deed
2) Prepare the deed
3) Prepare all state- and county-specific documents

Encore’s deed filing service covers 95% of all US counties or county equivalents. We also make sure correct notary acknowledgement for each state and county’s deed.