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EncorEstate Plans
Liberty Lake, Washington, United States
What it is
EncorEstate Plans combines estate document creation and trust-funding tools with human estate-planner support for financial advisors. The web service is intended for certified financial advisors with a CRD, not consumers. Estate documents are tailored for all 50 states, with options such as wills, trusts, powers of attorney, health care directives, 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. The deed service retrieves the last recorded deed, prepares new deed documents where appropriate, and files with the county; deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina. The maker says each plan receives a 60-point quality review and every document is reviewed by a person for state-specific compliance. Its eLegacy integration offers state-specific attorney calls and document reviews through the platform. Listed one-time options include Business Assignments at $$100, Powers Only Plan at $$125, and Trust-Based Plan at $$650. The company says it is SOC 2 Type II certified.
For and against
For
- Estate documents are tailored for all 50 states.
- Planner and paralegal contact is available at no cost.
- Human review is described for every document.
- Advisors can access client plans after ending the partnership.
Against
- Not intended for consumer use.
- Deed filing excludes four states.
- Trust-Based Plan costs $$650 once.
The verdict
EncorEstate Plans pairs document options and deed services with human support for financial advisors. Its state coverage for documents is broad, but deed filing has listed geographic exclusions.
Who it suits
It is for certified financial advisors with a CRD who want estate-planning tools and access to planner support for clients. It is not meant for consumer use.
Plans and prices
Business Assignments
LLC assignment · Stock assignment · Partnership assignment
Read 29 Sep 2026 · encorestateplans.com
Powers Only Plan
Financial POA · Medical POA · Healthcare directive · HIPAA release
Read 29 Sep 2026 · encorestateplans.com
Visual Plan Summary
Custom branding · Client deliverable · Custom analysis · Human reviewed
Read 29 Sep 2026 · encorestateplans.com
Deed Filing
Pull last recorded deed · Prepare deed where appropriate · File with county · Human quality control
Read 29 Sep 2026 · encorestateplans.com
Will-Based Plan
State-specific will · Financial and health care powers of attorney · Advance health care directive · HIPAA release
Read 29 Sep 2026 · encorestateplans.com
Trust-Based Plan
State-specific revocable living trust or trust restatement · Pour-over will · Certification of trust · General transfer
Read 29 Sep 2026 · encorestateplans.com
On the record
- Access after partnership
- The pricing page says advisors can access their clients' estate plans even after they stop partnering with EncorEstate Plans.encorestateplans.com · read 29 Sep 2026
- Attorney integration
- The maker describes an integration with eLegacy that offers state-specific attorney phone calls and estate document reviews through the platform.blog.encorestateplans.com · read 29 Sep 2026
- Audience
- The maker says the service is for certified financial advisors with a CRD and is not meant for consumer use.encorestateplans.com · read 29 Sep 2026
- Company history
- The maker says it has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders.encorestateplans.com · read 29 Sep 2026
- Custom documents
- Options include Special Needs Trust provisions, corporate trustee language, trust restatements, QDOT language, specific gifts, and age-based or incentive-based restrictions.encorestateplans.com · read 29 Sep 2026
- Estate planning support
- Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, and may request attorney review.encorestateplans.com · read 29 Sep 2026
- Geographic limits
- Estate documents are tailored for all 50 states, while deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.encorestateplans.com · read 29 Sep 2026
- Human review
- The maker says each plan receives a 60-point quality review and every document is reviewed by a person for state-specific compliance.encorestateplans.com · read 29 Sep 2026
- Pricing model
- There is no monthly fee on the pricing page; advisors can create a free account and pay as they go for estate plans and deed filings.encorestateplans.com · read 29 Sep 2026
- Security
- The maker's information page states that EncorEstate Plans is SOC 2 Type II certified.encorestateplans.com · read 29 Sep 2026
- Trust funding
- The deed service pulls the last recorded deed, prepares new deed documents where appropriate, and files with the county; the maker says it covers 95% of US jurisdictions.encorestateplans.com · read 29 Sep 2026
- What it does
- EncorEstate Plans combines estate document creation and trust funding tools with human estate-planner support for financial advisors.encorestateplans.com · read 29 Sep 2026
