EncorEstate Plans vs Statular

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.

Statular is web-based estate-planning software for licensed US estate-planning attorneys and their authorized legal support staff. It helps draft and manage trusts, wills, powers of attorney, healthcare directives, and related documents. A client interview can produce a complete document package, while built-in analysis checks accuracy, spelling, and consistency to support attorney review. Branded questionnaires, uploads, and portal messages feed client information into drafting workflows. Templates are organized by state and county, with language and formatting tailored to each jurisdiction. The listed integrations are Clio and Lawmatics, plus webhooks for Zapier, n8n, and Make; MyCase, Rocket Matter, Lawcus, and Smokeball are marked as coming soon. Essentials costs $495 a month, billed monthly, and includes one state, up to 30 matters, two users, three deed pulls, and three e-signed engagement letters each month. Growth costs $895 a month, billed monthly, and includes four users, 60 matters, ten deed pulls, unlimited engagement-letter e-signing, integrations, and priority support. A seven-day trial includes full feature access and unlimited document creation without requiring a credit card. Non-attorneys cannot use the service independently.