The Most Popular Estate Planning Software for Advisors
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What does EncorEstate Plans Provide to Advisors?
Estate Plan Summary, State Specific Document Creation, and Deed Preparation + Filing for the Trusted Advisor
Attorney Created Plans
We've teamed up with estate planning attorneys across all 50 states to offer high-quality estate plan templates. These include state-specific trust-based plans, will-based plans, and power of attorney-only plans.
Human Review
Our estate planning team reviews every document for quality control eliminating errors common to software only estate plans. This enables additional flexibility and provides unlimited human estate planner support to our advisors.
Visual Plan Summaries
Summarize your clients estate plan with an easy to understand branded flow chart. Upload existing documents and we do the work for you. Include the summary on new plans and engage other relationships for estate conversations.
Advisor Driven
You can choose to either drive the process yourself while your clients answer the questions or provide a link for clients to complete the inputs at their convenience.
Custom Documents
Our documents are as unique as your client. Some examples include: special needs trust provisions, the ability to use corporate trustees (with their required language), restatements, QDOT language for non-citizens. We can also customize specific gifts, age based restrictions, and incentive based restrictions.
Extensive Help Center
You don’t need to be an estate planning expert—that’s our job. However, we provide the training and client facing resources enabling you in your role as an educator and facilitator for clients. This gives you confidence to help the appropriate clients without providing legal advice.
Stay at the Center of Your Clients' Estate Planning Experience
The Fastest Experience
If you have 20 minutes, you can create an estate plan. Our guided workflows will keep you on track, making it easy to complete everything in one session.
Pay As You Go Pricing
With Encore, you can pay for Estate Plans as you create them. When ready, upgrade to a subscription to access additional features and enhance your Estate Planning.
More Than Software
Our estate planners are here to support you in helping your clients. The Encore team will provide resources and guidance as you navigate the estate planning process together.
Drive Growth With Estate Planning
93% of investors want their advisors assistance with estate planning. Only 22% of advisors provide it.
Spectrum Group Survey
Yohance Harrison
We believe a financial plan is incomplete without an estate plan. In the last 12 months, we have helped over 50 clients implement a plan with EncorEstate.
Eric Negron
Partnering with EncorEstate Plan has been a game changer for our Financial Planning Firm. It has allowed us to provide a much needed additional service to our clients with estate planning and has allowed us to cultivate more engaging relationships with centers of influence. All of this has resulted in us bringing in an additional $40M in assets over the last 12 months as a direct result of our capabilities with EncorEstate Plans.
Tushar Kumar
EncorEstate Plans has been a tremendous partner to our advisors. So many of our clients couldn't make the time to set up their estate plan but after walking them through the process with Encore, we've been able to help dozens of clients square this away quickly and effectively. Encore allows us to address one of the key cornerstones of our clients' financial plans.
Mark Seither
We felt like our financial plan wasn't complete until our clients completed their estate plans, but concerns over the amount of time and the cost would cause our clients to procrastinate. EncorEstate Plans has solved both for our clients and put us in the driver's seat to complete our clients plans.
Pay As You Go Pricing
Pricing is exclusive to financial advisors only. EncorEstate Plans offers estate planning services to financial advisors and not to the general public.
Frequently Asked Questions
How is Encore different?
- Human Review for Quality Control on Every Document
- No Subscription Required
- Collaborative Advisor Driven Experience Available
- Turnkey Deed Filing for Trust Funding
- See Guided Demo for many more ways…
Can I get a standalone POA?
Yes! We have standalone financial and medical power of attorney, HIPAA release, and advanced healthcare directive plans for $125.
Are there discounts available?
Yes! Packages of plans can be purchased reducing the price per plan. In addition many large financial firms have partnered with Encore to provide their advisors with discounted pricing. Check with our team.
What about UPL?
Just as great advisors educate their clients on beneficiary designations decisions and gifting strategies without providing legal advice, we support the advisor in this educational role with hundreds of client resources. We help advisors understand the necessary disclosures, appropriate documentation of the client’s decisions, and disqualification of plans that aren’t a fit for a software solution. Learn more in our blog.
Do you prepare and file deeds?
Yes! Our team has processes set up for over 3,000 U.S jurisdictions where we can prepare and file deeds for your client. This is $250 in most states, though fees can vary due to state specific recording costs.
I have another question!
You can reach out to use anytime at info@encorestateplans.com
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