EncorEstate Plans
No phone app
in Estate Planning Software
- Recognised40% of the score20
- Phone app26% of the score0
- Documented20% of the score98
- Free plan14% of the score30
- Free plan
- No
- Runs on
- Web
Summary
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 $100.00 USD, Powers Only Plan at $125.00 USD, and Trust-Based Plan at $650.00 USD. The company says it is SOC 2 Type II certified.
Who it is for
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.
What is good
- 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.
What to know first
- Not intended for consumer use.
- Deed filing excludes four states.
- Trust-Based Plan costs $650.00 USD once.
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.
EncorEstate Plans plans and pricing
All plansCompared on estate planning software
- Free plan
- Yesencorestateplans.com
- Planning scope
- full_estate_planencorestateplans.com
- Trust support
- Yesencorestateplans.com
- Power of attorney
- Yesencorestateplans.com
- Attorney review
- Yesencorestateplans.com
- State coverage
- 50 statesencorestateplans.com
- Document storage
- Yesencorestateplans.com
Facts
- What it does
- EncorEstate Plans combines estate document creation and trust funding tools with human estate-planner support for financial advisors.encorestateplans.com · 29 Sept 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 · 29 Sept 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 · 29 Sept 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 · 29 Sept 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 · 29 Sept 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 · 29 Sept 2026
- Geographic limits
- Estate documents are tailored for all 50 states, while deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.encorestateplans.com · 29 Sept 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 · 29 Sept 2026
- Security
- The maker's information page states that EncorEstate Plans is SOC 2 Type II certified.encorestateplans.com · 29 Sept 2026
- Audience
- The maker says the service is for certified financial advisors with a CRD and is not meant for consumer use.encorestateplans.com · 29 Sept 2026
- Access after partnership
- The pricing page says advisors can access their clients' estate plans even after they stop partnering with EncorEstate Plans.encorestateplans.com · 29 Sept 2026
- Company history
- The maker says it has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders.encorestateplans.com · 29 Sept 2026
Company
- Founded
- 2021encorestateplans.com · 23 Sept 2026
- Headquarters
- Liberty Lake, Washington, United Statesencorestateplans.com · 23 Sept 2026
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Sources
- encorestateplans.com· checked 29 Sept 2026
- encorestateplans.com/deed-filing· checked 29 Sept 2026
- encorestateplans.com/pricing· checked 29 Sept 2026
- blog.encorestateplans.com/how-advisors-get-estate-planning-attorn· checked 29 Sept 2026
- encorestateplans.com/ai-info-page· checked 29 Sept 2026
- encorestateplans.com/about· checked 29 Sept 2026