Estate Planning
Asset Retention via Great Planning
As professionals, we strive to provide excellent client experiences. No one’s process is perfect. You may realize you need a better appointment scheduling system, better materials or tools in the planning process, or more refined strategies for referrals afterward. Be sure you’re not overlooking this piece of the puzzle, planning for Generational Client Retention:…
Read MoreEncorEstate Plans Wins Again: The Kitces AdvisorTech Study
“Winning” for Encore isn’t about market share or about social followers. It is all about advisor satisfaction with our technology and service. “Winning” for Encore isn’t about market share or about social followers. It is all about advisor satisfaction with our technology and service. So when Michael Kitces AdvisorTech Study shows that advisors give Encore…
Read MoreOur Commitment to Advisors
Too many estate planning solutions in the marketplace are direct competitors to the trusted advisor. At Encore, we are committed to the trusted financial advisor and planner. We wanted to make it very clear to you where we stand. At Encore, we will: Never Position our technology and service as a direct to consumer…
Read MoreEncorEstate Plans Named One of the Top Startups by StartupBubble.news
We are thrilled to announce that EncorEstate Plans has been named one of the top startups by StartupBubble.news! 🎉 This recognition is a testament to the hard work and dedication of our team, and we are honored to be included on this prestigious list. About StartupBubble.news: StartupBubble.news is the leading platform for discovering the…
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…
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