Power users, power stories

“I find your support is way better than competitors. Your support has been fantastic. To me, that makes all the difference. Just that extra check keeps us all safe, especially when documents are generated instantly. And doing the deed work in house is a game-changer. Every other company I've looked at, the deed work is all done by a third-party. You lose control, you lose cost structure – you don't know if it's going to be done correctly.”

“When we would encourage clients to go meet with an attorney, it often would not happen for months, if at all. Encore is an easy to use solution for this problem and allows us to have a seamless process to offer estate planning for clients.”

“I was surprised how easy you guys made it. There's such a great knowledge base where you can go in and customer service at Encore is fantastic. I drop a text in and I get answers very quickly.”

"Kristen Hull and I really trumpet the value EncorEstate Plans brings to Financial Advisors. If you're looking for a simple estate planning tool that you can make as part of your financial planning process, but your BD doesn't allow it...well shoot. Time to come talk to me about Cambridge Investment Research, Inc. and its common sense to compliance."

"EncorEstate Plans has been a tremendous partner to our advisors. Adding estate planning to the services that we provide our clients has been very impactful for our clients, but also to our business. In our first year of offering the service, we generated $200,000 of revenue from this line of business. It continues to generate six figures of revenue annually. There are two instances that I can remember where we were in competition with another firm, and we won the business because we also offered estate planning, which the competing firm did not."

“I’ve loved partnering with Encore and the best part is anytime I have a question or need a rush they are right on it. Mike has even answered my call while boarding a flight!! They’ve been able to help me with both simple plans and complicated ones too.”

“EncoreEstate has enabled increased value for our clients to help them prepare for their lives’ inflection points in an efficient and supportive manner. Our team has been tremendously grateful for the partnership with Encore to help provide solutions for our valued clients!”

“Encore has been huge in us getting our clients who need estate plans, and whom we've been pushing for years to get one done, through the process. It has allowed us to use our existing relationships to help the client work through the process.”

“EncorEstate has provided our clients with a simple solution to a very complex planning topic. Their easy-to-use planning dashboard, quick turnaround time, and outstanding support team have allowed our team to play the quarterback role as their team assists our clients in making thoughtful and intentional choices for their estate.”

“EncorEstate Plans has provided me with a powerful tool to help my clients actually implement estate planning instead of just talking about getting it done! I love how I can rely on the extensive experience of the estate planning teams to customize for client needs and language for their specific goals. They are also there for any client questions or scenarios to ensure this is a good fit. That coupled with extensive education and templated language made this incredibly easy to integrate in my practice!”

“Estate planning is an important topic that can easily slip to the bottom of a client’s priority list. With the help of EncorEstate, we’re able to simplify the process and add meaningful value towards helping our clients check this important item off their to-do list in an efficient way.”