Coming soonUnveiling at The Estate Planning Summit
Estate planning, now on subscription.
Essentials is a new subscription plan from Encore. We're unveiling it at The Estate Planning Summit. Join the list and be the first to know when it launches.
- One subscription for your estate planning
- The same human-reviewed quality
- First access for the waitlist
Be the First to Know
We’ll email you when Essentials launches.
A first look
EncorEssentials: Estate Planningat a Predictable Cost, Max Flexibility, and Unlimited Users
EncorEssentials is an optional, subscription-based simple plan available alongside our standard Pay As You Go offering.
Advisors stay in the lead
You facilitate the client experience, with human review for quality control.
Firm-based license
One license covers the firm, with unlimited users.
Priced on plan credits, not seats
Pricing is based on the number of submitted Essentials plans.
No lock-in on amendments
Cancel anytime and keep access to your plans. Future updates revert to pay-as-you-go.