EncorEstate Plans combines estate document creation and trust-funding tools with human estate-planner support for financial advisors. The service is intended for certified financial advisors with a CRD, not for consumer use, and is available on the web. Estate documents are tailored for all 50 states, with options including wills, trusts, powers of attorney, health care directives, and custom provisions such as specific gifts and age-based or incentive-based restrictions. Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, and may request attorney review. Its deed service retrieves the last recorded deed, prepares new documents where appropriate, and files with the county; filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina. The maker says each plan receives a 60-point quality review and every document gets human review for state-specific compliance. It also describes an eLegacy integration for state-specific attorney calls and document reviews. Listed one-time options include Business Assignments at 100.00 USD per once and a Trust-Based Plan at 650.00 USD per once. The company says it is SOC 2 Type II certified. Advisors can still access clients’ plans after ending the partnership.
Who it is for
EncorEstate Plans is for certified financial advisors with a CRD, rather than consumers. It suits advisors seeking estate-document tools and access to planner or paralegal support.
What is good
- Estate documents are tailored for all 50 states.
- Advisors can contact estate planners and paralegals at no cost.
- Every document receives human review for state-specific compliance.
- Advisors can retain access after ending the partnership.
What to know first
- Not intended for consumer use.
- Deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.
- Trust-Based Plan costs 650.00 USD per once.
Verdict
EncorEstate Plans pairs document preparation with human planner support and optional attorney review for advisors. Its geographic coverage differs for deed filing, and the service is not intended for consumers.
EncorEstate Plans plans and pricing
All plansCompared on estate planning software
- Free plan
- Yes
- Planning scope
- full_estate_plan
- Trust support
- Yes
- Power of attorney
- Yes
- Attorney review
- Yes
- State coverage
- 50 states
- Document storage
- Yes
