Pay As You Go Pricing
No vendor lock-in with EncorEstate Plans! You can access your clients' estate plans any time, even if you no longer partner with Encore.
Document Plans
Visual Plan Summary
Upload your client's existing estate plan to get a visual summary of the decisions behind their current trust or will.
- Custom Branding
- Client Deliverable
- Custom Analysis
- Human Reviewed
Trust-Based Plan
Provide your client with access to create their state-specific revocable living trust or restate their existing trust.
- Disclaimer or A/B Trust
- Certification of Trust
- One-Page Trust Summary
- Financial / Medical POA
- Advanced Healthcare Directive
- HIPAA Release
- Pour Over Will
Will-Based Plan
Provide your client with access to create their state-specific will.
- State-Specific Will
- Financial POA
- Medical POA
- Healthcare Directive
- HIPAA Release
Business Assignments
Probate avoidance documents for business interests.
- LLC Assignment
- Stock Assignment
- Partnership Assignment
Deed Filing
Property deed filing service.
- Pull Last Recorded Deed
- Prepare New Deed (where appropriate)
- File with County
- Human Quality Control
Powers Only Plan
POA, healthcare directive, and HIPAA release.
- Financial POA
- Medical POA
- Healthcare Directive
- HIPAA Release
Frequently Asked Questions
Is there a monthly fee?
No. You can start with a free account and pay as you go for estate plans and deed filings.
Who reviews the estate planning documents?
Every document is reviewed by our team of certified estate planners and paralegals before delivery to ensure accuracy and compliance with state-specific requirements.
Can I white-label the client experience?
Yes. EncorEstate Plans supports advisor-branded client workflows so the experience feels connected to your firm.
What states do you cover?
Estate planning documents are tailored for all 50 states. Deed filing is available in all states except Hawaii, Louisiana, Massachusetts, and North Carolina.
How does the deed filing service work?
We handle the deed filing process: we pull the last recorded deed, prepare new deed documents where appropriate, and file with the county.
Kick More Estate Planning Butt with EncorEstate Plans
Learn how EncorEstate Plans serves as your back office team of estate planners and paralegals.