EncorEstate Plans vs Vanilla
EncorEstate Plans
encorestateplans.comVanilla
justvanilla.comSide by side
| Figure | EncorEstate Plans | Vanilla |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 6 | 3 |
| Spec score · Estate Planning Software | 7.8 (#10) | 6.8 (#24) |
| Company history | The maker says it has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders. | Founder Steve Lockshin founded Vanilla in 2019 to simplify and automate estate planning for financial advisors and attorneys. |
| Founded | 2021 | 2019 |
| Headquarters | Liberty Lake, Washington, United States | Bellevue, Washington, United States |
| Pricing model | There is no monthly fee on the pricing page; advisors can create a free account and pay as they go for estate plans and deed filings. | Pricing is user-based by license type, and the subscription includes unlimited estate plans with no per-plan fee or usage cap. |
| Security | The maker's information page states that EncorEstate Plans is SOC 2 Type II certified. | Vanilla undergoes an annual SOC 2 Type II audit and reports clean audits since its SOC 2 audits began in 2022. |
Plans
EncorEstate Plans
- Business Assignments$100, paid once
- Powers Only Plan$125, paid once
- Visual Plan Summary$150, paid once
- Deed Filing$300, paid once
- Will-Based Plan$400, paid once
- Trust-Based Plan$650, paid once
Vanilla
- AdvancedPriced on request
- EnterprisePriced on request
- ExpertPriced on request
In their own words
EncorEstate Plans
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.