EncorEstate Plans
- 1Runs onWeb
- 2CostsNot stated by the maker
- 3Planning scopefull estate plan
- 4Trust supportYes
- 5Power of attorneyYes
- 6Attorney reviewYes
- 7State coverage50 states
- 8Document storageYes
Overview
EncorEstate Plans combines estate document creation and trust-funding tools with human estate-planner support for financial advisors. It is intended for certified financial advisors with a CRD, not for consumer use, and is available on the web. 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, trustee language, or age-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 obtains the last recorded deed, prepares new 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. Listed one-time prices range from 100.00 USD per once for Business Assignments to 650.00 USD per once for the Trust-Based Plan. The maker also describes an eLegacy integration for state-specific attorney calls and document reviews, and says it is SOC 2 Type II certified. Advisors can retain access to client plans after ending their partnership with the service.
Who it is for
This service is for certified financial advisors with a CRD who need estate-planning tools and human support for clients. It is not intended for consumer use.
What is good
- Documents are tailored for all 50 states.
- Estate planners and paralegals offer no-cost contact.
- Each plan receives a 60-point quality review.
- Advisors can retain client-plan access after partnership ends.
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 combines document options with human support and plan review for advisor-led estate planning. Its deed-filing exclusions and advisor-only audience are important constraints to weigh alongside the listed one-time plan prices.
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