Estate planning
EncorEstate Plans
EncorEstate Plans is estate planning software and a deed filing service sold to financial advisors rather than directly to consumers. Advisors use it to move clients through wills, revocable trusts, powers of attorney, and health care documents, and then to get the trust funded.
Behind the software sits a support team of estate planners and paralegals the company describes as the advisor's back office: phone, chat, and email support at no extra cost, white-labeled SOPs, guides and templates, and attorney review on request. Every plan runs through a 60-point quality control checklist and human review, with state-specific compliance verification, before it reaches the advisor.
Pricing is pay as you go from a free account: $650 for a revocable trust package covering a joint trust, pour-over will, certification of trust, financial and health care powers of attorney and an advance directive; $400 for a will; $300 for a deed filing; $150 to review an existing plan and produce a visual summary; $125 for a POA, health care directive and HIPAA release; and $100 for business interest probate avoidance documents.
Documents are tailored for all 50 states, while deed filing is available everywhere except Hawaii, Louisiana, Massachusetts, and North Carolina. The company says it has been bootstrapped since 2021, that 5,500+ advisors use it, and that it holds SOC 2 Type II.
Best for
Financial advisors and RIA firms that want client estate documents drafted, reviewed, and funded under their own brand and paid for per plan. Sold to advisory firms, not to consumers directly.
What they do
- Revocable living trust packages
- Wills with guardian designation
- Powers of attorney and health care directives
- Certification of trust
- Deed preparation and county filing
- Trust funding support
- Review and visual summary of an existing estate plan
- Business interest probate avoidance documents
- Attorney review on request
- White-labeled advisor client workflows
Details
| Attribute | Value |
|---|---|
| Founded | 2021 |
| Ownership | Private |
| How they charge | Pay as you go from a free account: $650 per revocable trust package, $400 per will, $300 per deed filing. |
What stands out
- Says 5,500+ advisors use the platform.
- Runs every plan through a 60-point quality control checklist with human review before delivery.
- Documents cover all 50 states; deed filing is available except in Hawaii, Louisiana, Massachusetts, and North Carolina.
- Bootstrapped since 2021 and says it holds SOC 2 Type II.
Common questions
- Is there a monthly fee?
- No. An advisor can start with a free account and pay as they go for each estate plan and deed filing.
- Who reviews the estate planning documents?
- A team of certified estate planners and paralegals reviews every document before delivery, checking accuracy and state-specific requirements. Attorney review can also be requested.
- What states does EncorEstate Plans cover?
- Estate planning documents are tailored for all 50 states. Deed filing is available in every state except Hawaii, Louisiana, Massachusetts, and North Carolina.
- Can the client experience be white-labeled?
- Yes. The platform supports advisor-branded client workflows, so the experience reads as part of the advisory firm.
- How does the deed filing service work?
- EncorEstate Plans pulls the last recorded deed, prepares new deed documents where appropriate, applies human quality control, and files with the county.