General Application

Join Our Team at EncorEstate Plans

At EncorEstate Plans, we're dedicated to revolutionizing estate planning by empowering financial advisors with innovative solutions. Our team comprises industry veterans, including our CEO, Matt Morris, and CTO, Matt Pistone, who previously played pivotal roles at Riskalyze (now Nitrogen). We pride ourselves on our independence, having chosen to bootstrap our growth to maintain complete control over our direction and focus on delivering the best estate planning experience for advisors and their clients.

Why Work with Us?

• Purpose-Driven Independence: Our self-funded approach allows us to prioritize advisor outcomes without external investor pressures. This independence enables us to offer flexible, pay-as-you-go platforms, provide human review on every document, incorporate property deed filing for trust funding, and deliver unlimited estate planning support with no financial commitment.
• Experienced Team: Our estate planning team consists of attorneys, paralegals, and Certified Estate Planners with over 100 years of combined experience, providing unparalleled support to advisors.
• Core Values:
  • Humility: We recognize that our success is intertwined with the success of the financial advisors we support.
  • Servant Leadership: We prioritize the needs of those we serve, putting ourselves last to maximize their opportunities.
  • Partnership: We build solutions in the best interest of our advisors, ensuring they shine in front of their clients.
  • Thoughtfulness: We create value by enabling advisors to enhance their clients' lives.

Who We're Looking For

We are always on the lookout for passionate, innovative, and dedicated individuals who share our commitment to transforming the estate planning experience. Whether your expertise lies in technology, customer support, legal services, or business development, if you're driven by a desire to make a meaningful impact, we want to hear from you.

How to Apply

If you're interested in joining a forward-thinking, advisor-centric company, please visit our About Us page to learn more about our mission and values. To express your interest, click "Apply Now" on this page and send us your resume! We look forward to hearing from you! 💚