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SPECIFICTION
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EncorEstate Plans

encorestateplans.com

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Spec score 7.8 #10 of 24 in Estate Planning Software

What it is

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, paid once for Business Assignments to $650, paid 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.

Spec sheet

What it does
EncorEstate Plans combines estate document creation and trust funding tools with human estate-planner support for financial advisors.Read 29 Sep 2026 · encorestateplans.com
Audience
The maker says the service is for certified financial advisors with a CRD and is not meant for consumer use.Read 29 Sep 2026 · encorestateplans.com
Security
The maker's information page states that EncorEstate Plans is SOC 2 Type II certified.Read 29 Sep 2026 · encorestateplans.com
Headquarters
Liberty Lake, Washington, United StatesRead 23 Sep 2026 · encorestateplans.com
Founded
2021Read 23 Sep 2026 · encorestateplans.com
Access after partnership
The pricing page says advisors can access their clients' estate plans even after they stop partnering with EncorEstate Plans.Read 29 Sep 2026 · encorestateplans.com
Attorney integration
The maker describes an integration with eLegacy that offers state-specific attorney phone calls and estate document reviews through the platform.Read 29 Sep 2026 · blog.encorestateplans.com
Company history
The maker says it has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders.Read 29 Sep 2026 · encorestateplans.com
Custom documents
Options include Special Needs Trust provisions, corporate trustee language, trust restatements, QDOT language, specific gifts, and age-based or incentive-based restrictions.Read 29 Sep 2026 · encorestateplans.com
Estate planning support
Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, and may request attorney review.Read 29 Sep 2026 · encorestateplans.com
Geographic limits
Estate documents are tailored for all 50 states, while deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.Read 29 Sep 2026 · encorestateplans.com
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.Read 29 Sep 2026 · encorestateplans.com
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.Read 29 Sep 2026 · encorestateplans.com
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.Read 29 Sep 2026 · encorestateplans.com

Plans and prices

Business Assignments $100, paid once LLC assignment · Stock assignment · Partnership assignment Read 29 Sep 2026 · encorestateplans.com
Powers Only Plan $125, paid once Financial POA · Medical POA · Healthcare directive · HIPAA release Read 29 Sep 2026 · encorestateplans.com
Visual Plan Summary $150, paid once Custom branding · Client deliverable · Custom analysis · Human reviewed Read 29 Sep 2026 · encorestateplans.com
Deed Filing $300, paid once Pull last recorded deed · Prepare deed where appropriate · File with county · Human quality control Read 29 Sep 2026 · encorestateplans.com
Will-Based Plan $400, paid once 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 $650, paid once State-specific revocable living trust or trust restatement · Pour-over will · Certification of trust · General transfer · Financial and health care powers of attorney · Advance health care directive · HIPAA release Read 29 Sep 2026 · encorestateplans.com

Every EncorEstate Plans plan and price →

Strong points and limits

Strong points

  • 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.

Limits

  • Not intended for consumer use.
  • Deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.
  • Trust-Based Plan costs $650 as a one-time purchase.

Who it suits

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.

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.

Where Specifiction places it

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