EncorEstate Plans vs LegalWills

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.

LegalWills is a paid web and API service for preparing Wills, Powers of Attorney and Living Wills. Its MyWill wizard asks plain-language questions, then formats a document for the user’s local jurisdiction. U.S. services cover every state except Louisiana. Documents become legal only after printing, signing and witnessing as required. Beyond core documents, LegalWills offers funeral wishes, final messages, personal-record storage, secure file storage and Keyholder access. Members can appoint up to 20 Keyholders to unlock selected information. Accounts support two-factor authentication; the site says data in transit uses 256-bit SSL encryption and stored information uses RSA encryption. Credit-card details are used for purchases but not stored by the company, and daily database-server backups are reported. Support is offered by email, live chat and toll-free phone, with phone hours listed as 8am to 8pm EST daily. The White Label API lets partners embed these services, set their own prices and process payments. MyWill costs $49.95, paid once, including one year of updates; other listed one-time plans cover health-care and financial powers of attorney.