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Latest Insights:

Introducing Visual Estate Plan Summaries! 🎉

Matt MorrisMarch 7, 2023
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Recent Posts:

Your Clients Don’t Want to Be Thought of As Irresponsible, Inconsiderate, or Ignorant!

Matt MorrisFebruary 8, 2023
Frustrated woman staring at computer
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Dear Advisor, stop referring me out! I want your help with my Estate Plan! 

Matt MorrisFebruary 7, 2023
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Is it true Advisors should not be involved in Estate Planning since they cannot give legal advice​?

Matt MorrisJanuary 8, 2023
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What is in a Name? A lot!

Matt MorrisNovember 5, 2022
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Dear Advisor, Stop telling me to get my Estate Plan done! 

Matt MorrisJuly 30, 2020
estate planning
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EncorEstate Plans is an online estate planning service providing legal information to financial advisors and their clients. We are not a law firm and do not provide legal advice in the process of creating estate plan documents.

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