EncorEstate Plans vs Epilogue Wills

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.

Epilogue Wills is a paid online service for creating a custom Will and following step-by-step signing instructions. It is available on Android, iOS, and the web in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, and Saskatchewan. The Will Only package costs $139, paid once and includes final-wish details, executor and guardian notifications, an asset and key-contact record, a Social Media Will, signing instructions, free document updates, and a Canada Will Registry registration code. The Will + Incapacity Documents package costs $199, paid once and adds appointments for financial management and health-care decisions if the user becomes incapable. Epilogue says a Will can be created in 20 minutes, but signing must be completed before it is legally binding. It says documents can be updated free at any time. Epilogue is not a law firm and does not provide legal advice. Data security descriptions include TLS 1.2 transfers, RSA/SHA-256 encryption, and Canadian encrypted storage.