Introducing 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   They are often out of date and contain issues that can cause chaos for loved ones in the future.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 Out-of-date plans can cost your clients loved ones tens of thousands…

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What 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…

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