Every advisor has those clients that: 1) Need an Estate Plan. 2) Want to create an Estate Plan. 3) Struggle to get it done, let alone funded. EncorEstate literally solves all that!
Herbert Kyles
Farther
“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