ROI Calculator

Calculate Your Estate Planning ROI with EncorEstate Plans

Avoid vendor lock-in and renewal price shock! Explore how much Encore could save you on estate document creation and deed filing.

Estate Planning ROI Calculator

Number of Households You Plan to Complete Estate Plans For This Year

50 households

Plan Type & Cost

Number of Deeds You Plan to File This Year

25 deeds

$300 on average for each deed preparation and filing

How Much Do You Plan on Upcharging Per Plan?

60% markup

This represents your team's time, labor, and profit margin. 60% is the average we see most advisors charge.

ROI Breakdown – Real-Time

Revenue & Costs

Expected Revenue from Estate Planning$52,000

Expected Revenue from Deeds$12,000

Total Expected Revenue$64,000

Cost from Estate Plans$32,500

Cost from Deeds$7,500

Total Costs$40,000

Net Profit

$24,000

Review Your ROI Report Live with Us

Note: Advisors that choose to charge fees for facilitating estate planning services are not charging for the service of document creation. The client is creating their plan with the Encore software with assistance from their advisor. Advisors may also facilitate funding and general education as part of this total financial planning fee. Encore Terms of Service requires advisor to client disclosures articulating this distinction and include statements that no legal advice will be provided by the advisor to the client.