Millions of Estate Plans are Disasters Waiting to Happen


The Effects of an Out-Of-Date Estate Plan

  • Tens of Thousands in Additional Expenses
  • Hundreds of Additional Hours of Work for the Family
  • Strained Family Relationships
  • Tarnished Legacy
  • Delayed Access to Funds
  • Damaged Businesses

The Solution is Simple

Upload Your Client's Existing Estate Plan

Pay $150

Receive the Plan Summary within 10 business days

Review with Client

New Plan VEPS Example
keep client plans current

Estate Plans are out-of-date When

  • Relationships Change
    • Family Issues and Disputes
  • Wealth Changes
    • Inheritance, Assets Change, Charitable Gifts,
      Distribution Adjustments, Business Change
  • Health Changes
    • For Clients or Family
      • Mental Capacity, Special Needs, Addiction
  • Other Changes or Issues
    • Moved States, Real Estate not in the Trust, Trust Structure Outdated, Beneficiary Designations Out of Date

Ready to Start? Create Your First Plan in Minutes.

No need to pay upfront. Enter a credit card to test out the software and only pay when you're ready to implement the estate plan.


“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!”

Joel T. Advisor in WA

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