See why Encore is "the standout leader" for estate doc creation & deed filing

  • ☑️ Industry-leading Customer Service: You don't have to pay extra to live chat, email, or call our team of estate planners and paralegals.
  • ☑️ Customize for your clients' needs: From Special Needs Trust provisions to selecting corporate trustees, we'll tailor accordingly.
  • ☑️ No stacks of expensive papers: We make sure your clients' estate plans are funded (we do all deed filing with 95% of all US counties).
  • ☑️ Pay As You Go - no vendor lock-in: Encore only gets paid when your clients get their plans. Use a free Encore account any time.

    "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." - Tushar Kumar, Twin Peaks Wealth Advisors
3,000+ advisors drive more revenue, referrals, and AUM with the EncorEstate platform

Tried and Trusted

“We really liked the pricing structure. We are so boggled down with subscription costs for something that we may or may not use frequently just was not an attractor for us.”
Kristen Hull
Duncan Financial Group
“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.”
Madelyn Rozeboom
Straight Path Wealth Management
“We've been with Encore Estate Planning since Day 1. They are incredibly responsive to our advisors when they have questions and have even presented financial and estate planning topics to our team to help continue our desire to be lifelong learners.”
John-Mark Young
Whitaker-Myers Wealth Management
“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.”
Daniel Kopp
Wise Stewardship Financial Planning
“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.”
Luke Russell
Upstream Investment Partners
“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.”
Katie Weibel
Haven Financial Planning
Awards

Encore is "the standout leader"

Kitces: Encore is "the standout leader"
T3: Estate Planning "All Star" for 2nd Year

Source:
"Kitces Advisor Productivity Report" (2024)
"T3/Inside Information Advisor Software Survey" (2025)

See It Live

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