EncorEstate Plans vs Willful
EncorEstate Plans
encorestateplans.comWillful
willful.coSide by side
| Figure | EncorEstate Plans | Willful |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 6 | 4 |
| Spec score · Estate Planning Software | 7.8 (#10) | 7.2 (#19) |
| Founded | 2021 | 2017 |
| Headquarters | Liberty Lake, Washington, United States | Toronto, Ontario, Canada |
| Security | The maker's information page states that EncorEstate Plans is SOC 2 Type II certified. | The site states that data is encrypted in transit and at rest using AES-256 and that Willful is SOC 2 Type 1 certified and undergoes regular security audits. |
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
Willful
- Legal Essentials$129, paid once
- Premium Coverage$199, paid once
- Premium x 2$349, paid once
- Signature Concierge$459, paid once
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.