Posts by Matt Morris
What Advisors Need to Know About Professional Trustees and Estate Planning Technology to Retain Generational Assets
In this session, we’ll outline how trusts are used as an effective estate planning tool and what client situations are best suited. We’ll cover the value of a trust based estate plans, and the fiduciary responsibility and duties of the trustee as well as the role of grantors, beneficiaries and other interested parties in estate…
Read MoreEncorEstate Plans Hires Riskalyze Co-Founder Matt Pistone as Chief Technology Officer
Proven tech leader tapped to add services and build infrastructure for the firm’s expanding user base. From financial-planning.com – April 26th 2023 We are thrilled to announce that former Riskalyze Co-Founder Matt Pistone has joined the EncorEstate Plans team! 🍻 As Chief Technology Officer, Matt will be focused on leading Encore’s technology…
Read MoreAdvisors Rank Encore With Highest Customer Satisfaction
Read the Survey: T3/Inside Information Advisor Software Survey! The EncorEstate Plans team works incredibly hard to deliver a great advisor experience with our software and service. We were thrilled to see that the advisors surveyed gave Encore the highest Customer Satisfaction score in the Estate Planning category! We recognize we are a technology…
Read MoreNew! State Specific Attorney Review 🎉
Encore has been working with experienced estate planning attorneys nationwide to create the highest quality estate plan templates from the beginning of our service offering. We have also been telling advisors from the beginning that Encore is not a solution for clients that want a State Specific Attorney involved in finalization of their documents.…
Read MoreIntroducing Visual Estate Plan Summaries! 🎉
Tens of millions of estate plans are a disaster waiting to happen. They are often out of date and contain issues that can cause chaos for loved ones in the future. Relationships change, as do health and wealth, and plans are frequently unfunded. Out-of-date plans can cost your clients loved ones tens of thousands…
Read MoreYour Clients Don’t Want to Be Thought of As Irresponsible, Inconsiderate, or Ignorant!
Irresponsible, Inconsiderate and Ignorant. These are the words used by 88% of respondents to describe those who leave this earth without an estate plan. This same Merrill Lynch client survey found that only 18% of people over the age of 55 have a completed estate plan! So why the cognitive dissonance?? The good news…
Read MoreDear Advisor, stop referring me out! I want your help with my Estate Plan!
An 2nd open letter from financial planning clients Dear Advisor, Previously, I sent you a letter expressing why I lie each year saying “This is the year I will get my estate plan done.” I have thought more about this and I have a request to make that would really really help me and…
Read MoreIs it true Advisors should not be involved in Estate Planning since they cannot give legal advice?
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…
Read MoreWhat is in a Name? A lot!
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…
Read MoreDear Advisor, Stop telling me to get my Estate Plan done!
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…
Read More