EncorEstate Plans vs Gathered Here

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.

Gathered Here is a web service for end-of-life planning and arrangements, including wills, funeral comparisons, celebrants, headstones and probate. Its EveryWill platform lets people create an online will for free in about 10 minutes. A will can include executors, guardians for children and pets, beneficiaries, gifts, personal messages and final wishes. To make it binding, users download and print the completed will, then sign it with two witnesses. Joint wills for partners are not supported. EveryWill says its free service is funded by charities, with charitable bequests optional, and that information is encrypted and stored in the user's region. The site lets people search for funeral directors by area and compare prices and customer reviews. It lists over 10,000 itemised funeral prices as indicative estimates that may vary. Other services include connecting cremation customers with funeral directors in its network, probate assistance, and a headstone service that can provide three local quotes at no obligation. The listed probate service costs what you agree with the maker, with a fixed fee quoted upfront. Support options include email and live chat.