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The Effects of an Out-Of-Date Estate Plan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 5 days
Review with Client
Estate Plans are out-of-date When
- Relationships Change
- Family Issues and Disputes
- Wealth Changes
- Inheritance, Assets Change, Charitable Gifts,
Distribution Adjustments, Business Change
- Inheritance, Assets Change, Charitable Gifts,
- Health Changes
- For Clients or Family
- Mental Capacity, Special Needs, Addiction
- For Clients or Family
- 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- Moved States, Real Estate not in the Trust, Trust Structure Outdated, Beneficiary Designations Out of Date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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