Calculate Your Estate Planning ROI and Savings with EncorEstate Plans

Avoid vendor lock-in and renewal price shock!

Explore how much Encore could save you on estate document creation and deed filing.

Estate Planning ROI Calculator

50 households
25 deeds
$250 on average for deed each preparation and filing
60% markup
This represents your team's time, labor, and profit margin. 60% is the average we see most advisors charge.

ROI Breakdown - Real-Time

Revenue & Costs
Expected Revenue from Estate Planning $50,000
Expected Revenue from Deeds $10,000
Total Expected Revenue $60,000
Cost from Estate Plans $31,250
Cost from Deeds $6,250
Cost from Support $0
Cost from Extra Seats $0
Total Costs $37,500
Net Profit
$22,500
    Note: Advisors that choose to charge fees for facilitating estate planning services are not charging for the service of document creation. The client is creating their plan with the Encore software with assistance from their advisor. Advisors may also facilitate funding and general education as part of this total financial planning fee. Encore Terms of Service requires advisor to client disclosures articulating this distinction and include statements that no legal advice will be provided by the advisor to the client.

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    5,000+ advisors drive more revenue, referrals, and AUM with the Encore platform

    Tried and Trusted

    “We really liked the pricing structure. We are so boggled down with subscription costs for something that we may or may not use frequently just was not an attractor for us.”
    Kristen Hull
    Duncan Financial Group
    “When we would encourage clients to go meet with an attorney, it often would not happen for months, if at all. Encore is an easy to use solution for this problem and allows us to have a seamless process to offer estate planning for clients.”
    Madelyn Rozeboom
    Straight Path Wealth Management
    “We've been with Encore Estate Planning since Day 1. They are incredibly responsive to our advisors when they have questions and have even presented financial and estate planning topics to our team to help continue our desire to be lifelong learners.”
    John-Mark Young
    Whitaker-Myers Wealth Management
    “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
    “I find your support is way better than competitors. Your support has been fantastic. To me, that makes all the difference. Just that extra check keeps us all safe, especially when documents are generated instantly.”
    Luke Russell
    Upstream Investment Partners
    “I’ve loved partnering with Encore and the best part is anytime I have a question or need a rush they are right on it. Mike has even answered my call while boarding a flight!! They’ve been able to help me with both simple plans and complicated ones too.”
    Katie Weibel
    Haven Financial Planning
    Awards

    Encore is "the standout leader"

    Kitces: Encore is "the standout leader"
    T3: Estate Planning "All Star" - 2nd Year

    Source:
    "Kitces Advisor Productivity Report" (2024)
    "T3/Inside Info Advisor Software Survey" (2025)

    See It Live Now

    Ready for your deep-dive demo? Schedule a conversation with our team to see how Encore can help you facilitate client estate plans in 20 to 30 minutes or fund your clients' trusts with our in-house deed filing service.
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