End your clients' Estate Planning procrastination…
make it YOUR ENCORE to their financial plan.
Partners only with you, the trusted advisor, and equips you to deliver the highest quality estate planning experience available.
Make Estate Planning Simple and Understandable for Your Clients
SIMPLIFY THE COMPLEX
Great advisors make complex things simple to understand. It's one of the things your clients appreciate most. Other options often make estate planning overly complex and intimidating.
YOUR CLIENTS TRUST YOU
Advisors have Kleenex in their meeting rooms for a reason. Clients trust you with deeply personal and difficult conversations. They don't want to go to a stranger for an estate plan transaction.
YOU ARE THE QB
You may never have completed a pass in your life, but you are the quarterback of your client's financial life and already have most of the information and context needed to help them complete their estate plan.
Be the first to know about product updates, news and more from EncorEstate Plans.
Estate Planning Software Built for the Trusted Advisor
Your clients want and need a trusted human to walk with them through their estate planning process. Most estate planning software ignores this truth and is built directly for consumers.
We are different. Every decision we make is framed in how we can deepen the value that you, the trusted advisor, can deliver to your relationship with your clients. You own the relationship with your clients, not us!
What does EncorEstate Plans provide to Advisors?
ATTORNEY-QUALITY ESTATE PLANNING DOCUMENTS WITHOUT THE SCARY PRICING
We charge $550 for a Trust-Based Estate Plan and $350 for a Will-Based Estate Plan. We also prepare and file deeds in most states for $250! Advisors can create an account to access the software for free.
AN ESTATE PLANNING SERVICE TEAM AVAILABLE TO ADVISORS
Get access to our estate planning service team and get documents that have been reviewed by humans and delivered back to the advisor within five business days.
EXISTING ESTATE PLAN SUMMARIES AND AFFORDABLE UPDATES
If your client has an estate plan already, our team can provide a summary of that plan to help determine if those decisions are up to date. Once a plan is created in our system, we can update that plan in the future for $125.
ADVISOR- OR CLIENT-DRIVEN PROCESS
You can decide if you want to drive the process while your clients answer the questions, or if you'll provide a link for clients to drive the inputs at their own convenience. White-labeling is also available for the Advisor-Driven process.
KNOWLEDGE BASE AND TRAINING FOR ADVISORS
We don't expect you or your clients to be experts in estate planning – that is our job. However, you want to demonstrate competence and confidence and be a resource for clients. Our training and resources can help you bridge common knowledge gaps.
STATE-SPECIFIC TRUST AND WILL BASED PLANS THAT CAN INCLUDE:
Revocable Trust, Certification of Trust, General Transfer, Community Property Agreement, Financial and Medical Powers of Attorney, HIPAA Release, and Wills.
New company, new software – but our team has been serving advisors with estate planning for years!
Over the past several years, the EncorEstate Planning Team has partnered with thousands of financial advisors to create high-quality estate plans for their clients. The team and experience that advisors love is still here. The EncorEstate Plans team and the advisors we serve get new branding and an updated software experience. Advisors get the benefit of knowing our early lessons are already behind us! So yes – this is our Encore too!
"Just set up plan #8. More of my clients will have completed estate plans in the last 60 days with EncorEstate Plans than in the last 5 years combined.”
Yohance H. Advisor in TX