Take Care of the People Your Clients Care About.

Simple pricing so you can focus on your clients, not complicated software packages.

Get Attorney-Quality Estate Documents (Without the Attorney Prices)

Pricing not available to the general public – financial advisors only. EncorEstate Plans only provides estate planning through our advisor partners who assist in the process or refer clients to Encore.

Existing Estate Plan Summary

$125

Upload your clients existing estate plan and receive a summary of all their previous decisions making up their current trust or will documents. Review with your client and let them confirm whether or not their current plan represents their current desires.

Trust-based Estate Plan

$550

What’s Included:

  • Certification of trust
  • General transfer
  • Property agreement for community property states
  • Financial Power of Attorney
  • Medical Power of Attorney or Advance Health Care Directive
  • HIPAA release
  • Pour Over Will
  • Deed(s) filed for real property (additional charge)
Will-based Estate Plan

$350

What’s Included:

  • Financial Power of Attorney
  • Medical Power of Attorney or Advance Health Care Directive
  • HIPAA release
Estate Plan Update

$125

Annually review plans created by EncorEstate for your clients and easily update when clients decide to make changes in future years. Keep their estate plans current with their desires

Pay as You Go.

There’s no recurring subscription or complicated packages to think about. Find what you need, create your plan, and you’re on your way.

Our staff reviews every document you create to ensure accuracy and get you confident before your client walks through the door.

Enterprise? We’ve Got You, Too.

Need to deploy EncorEstate for advisors across offices or throughout your organization? Schedule a demo with our team to learn more.

An Expert Team of Humans at Your Side

Included with every plan you create.

“This overall intimidating exercise was made incredibly less daunting with the guidance of our advisor and his recommendation to utilize EncorEstate Plans.”

-Steve H. in Michigan (Client of Advisor)