The Fastest Estate Planning Experience for Advisors
If you’ve got 20 minutes, you have enough time to create an estate plan. Guided workflows keep you on the right path and make it a breeze to cover everything in one sitting.
Pay As You Go
Tired of subscriptions? We are, too. With EncorEstate, you create plans as you go. There’s no ongoing subscription, and we consider every plan you create to be a new opportunity to prove ourselves to you.
More Than Software
Our estate planners are here to help you be the hero for your clients. The entire Encore team serves as a partner and resource as you guide clients through the estate planning process.
Grow your planning fee revenue by including estate planning services for your clients with Encore
Access to our software is free for advisors, only pay when you are ready for us to create your clients' documents.
"We felt like our financial plan wasn't complete until our clients completed their estate plans, but concerns over the amount of time and the cost would cause our clients to procrastinate.
EncorEstate Plans has solved both for our clients and put us in the driver's seat complete our clients plans."
Mark S., Advisor IN TN
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