Your Back Office Estate Planning Team & Platform
You lead. We execute. Encore brings human support and technology together to ensure your clients' estate plans are completed and funded.
Estate Document Creation and Trust Funding in One Platform
With EncorEstate Plans as your partner, you'll end client procrastination, ensure good inputs and correct documents, and get estate plans funded.
Unlimited Estate Planner Support
Our Support Team of estate planners and paralegals is your back-office estate planning team. We give you the resources, training, and education at no cost.
- Call, live chat, or email any and all questions at no cost
- Request attorney review if you or your clients want triple peace of mind
- Get free white-labeled SOPs, guides, and templates
“Your support has been fantastic. I find your support is way better than competitors. To me, that makes all the difference.”
Every Document Reviewed by a Real Person Before It Reaches You. Guaranteed.
Every plan undergoes our 60-point quality control checklist.
- 100% human review on every document
- State-specific compliance verification
- Unlimited support – live chat, phone, email – comes standard at no cost.
“I’ve loved partnering with EncorEstate Plans 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.”
In-house Trust Funding Done for You and Your Clients
Everything’s done in-house with EncorEstate Plans so that your clients aren’t bounced around like a hot potato.
- Trust funding service open to everyone, even if you’re not an EncorEstate Plans customer
- Covers 95% of US counties and county equivalents
- EncorEstate Plans will pull the last recorded deed and, when appropriate, prepare the deed and all county-specific documents
“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 Plans literally solves all that! I can’t believe the turnaround, communication, speed & guidance.”
Flexible Estate Documents
Get maximum flexibility for your clients and their beneficiaries. We cover:
- Special Needs Trust provisions
- Selecting corporate trustees (with their required language)
- Restatements
- QDOT language for non-citizens
- Customizable specific gifts, age-based restrictions, and incentive-based restrictions
“EncorEstate Plans has put us in the driver’s seat to complete our clients plans. I love never having to hunt down answers with you guys, never being left in the dark.”
LOVED by the Best Firms
See how leading advisors leverage EncorEstate Plans to ensure their clients' estate plans are completed, notarized, and funded.
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