Estate Planning

Many people have misconceptions around estate planning. We want to clear up the myth that because advisors cannot give legal advice they should not act in a supporting role in their clients estate planning. Advisors should always steer clear of Unauthorized Practice of Law.  In doing so they must not: Apply a legal opinions to…

Often we get asked how Encore is different from online retail estate planning software options. Our initial answer sounds vague, but once understood makes a world of difference.   We are the only estate planning solution built exclusively to equip the financial advisor to be the hero for the client.   This plays out in…

An open letter from clients to their advisors. Dear Advisor, For the last few years we have ended our review meeting with you asking if I have gotten my estate plan done yet and my admission that I have not.  You then remind me why it’s important and I agree.  We finish up our little…