EncorEstate Plans vs Quicken WillMaker & Trust

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.

Quicken WillMaker & Trust guides users through creating estate-planning documents, including wills, living trusts, health care directives, powers of attorney, final arrangements, letters to survivors, and transfer-on-death deeds. Its interview adapts to a user’s answers, and attorneys review and update documents for current state-specific laws. The Starter Plan is $109 as a one-time purchase; Plus is $149, paid once, and All Access is $219 a year. All Access includes a one-year Everplans subscription for organizing and sharing important documents. Plus and All Access customers can choose the online app or downloadable software, but data cannot be transferred between the versions. Online access lasts one year, with annual extensions listed at $39.99; desktop access is unlimited, with updates for one year. The desktop version supports Windows 10/11 or macOS 10.14 or higher. Documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal rather than professional or commercial use.