EncorEstate Plans

EncorEstate Plans is an advisor-focused estate-planning service that combines document preparation, trust funding, deed filing, and access to estate-planning professionals. It suits certified financial advisors with a CRD who need state-specific plans for clients rather than a consumer DIY will. The main appeal is human review and broad customization; one-time fees and geographic limits on deed filing are the key trade-offs.

Overview

The web platform covers the practical work around an estate plan: creating wills and trusts, preparing powers of attorney and health-care documents, and helping fund trusts through deed work. Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, with attorney review available on request.

EncorEstate Plans says every plan goes through a 60-point quality review and that each document receives human checking for state-specific compliance. It also states that advisors retain access to clients' plans after ending their partnership with the service, which helps with long-term recordkeeping. The company has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders.

Key features

Human planning support

This is not simply an automated form generator. Advisors can ask planning professionals and paralegals for help, then escalate to attorney review when a matter calls for it. The maker also describes an eLegacy integration for state-specific attorney phone calls and estate-document reviews through the platform. That combination is useful for advisors who want a professional checkpoint without moving the entire workflow to a law firm.

Custom documents

Beyond standard wills and trusts, the service can include Special Needs Trust provisions, corporate trustee language, trust restatements, QDOT language, specific gifts, and age-based or incentive-based restrictions. These options make it more suitable for varied family, tax, and fiduciary arrangements than a basic will-only service.

Trust funding and deeds

The deed service retrieves the last recorded deed, prepares a new deed where appropriate, and files it with the county, with human quality control. EncorEstate Plans says this process reaches 95% of US jurisdictions. Estate documents are tailored for all 50 states, but deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina, so advisors in those states must arrange that part elsewhere.

Security and storage

Documents can be stored in the platform, and the maker states that EncorEstate Plans is SOC 2 Type II certified. Those features support an ongoing advisor-client workflow rather than a one-time download.

Pricing

The service uses a freemium model, with paid plans from $100.

The free plan provides an entry point, while paid plans let advisors buy only the work a client needs. The cheaper options are narrowly scoped: assignments, powers of attorney, summaries, or deed filing do not provide a complete estate plan. The $400 Will-Based Plan is the practical fit for clients who do not need a trust; the $650 Trust-Based Plan is the fuller package for trust-centered planning. Deed filing is an additional, separate purchase, and its state exclusions matter before quoting it to a client.

Platforms

EncorEstate Plans runs on the web. Its stated coverage is all 50 states for estate documents, with the deed-filing exceptions noted above.

Who it's for

This service is designed for certified financial advisors with a CRD, not consumers working directly on their own estate plans. It fits advisors who want professional review, customizable clauses, trust-funding assistance, and persistent access to client documents. It is less suitable for an individual seeking a low-cost self-service will or for an advisor whose clients need deed filing in one of the excluded states.

Pros and cons

Pros

• Human review at several stages, including a stated 60-point quality check and state-compliance review.
• Free access to estate planners and paralegals by phone, chat, and email, with attorney review available.
• Custom provisions support special-needs, corporate-trustee, QDOT, gifting, and incentive arrangements.
• Trust-based planning and deed filing are handled in the same advisor workflow.
• Advisors keep access to client plans after the partnership ends.

Cons

• Consumer use is not the intended audience; access is aimed at certified advisors with a CRD.
• Deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina despite 50-state document coverage.
• One-time plan pricing can become expensive for complete trust-based work plus separate deed filing.
• The lower-priced plans cover only specific documents or assignments, not a full estate plan.

Alternatives

Estate Planning Software is the broader directory for comparing services in this category.

Trust & Will is a better fit for consumers wanting free estate-plan creation or a $49-per-year Essentials membership across Android, iOS, and web.

Everplans suits people focused on organizing documents, with a free tier for up to three items and a $99.99-per-year Premium plan for unlimited items.

FreeWill is the simpler free web option for basic wills, a California revocable living trust, and core health and financial directives.

Gathered Here offers a free online will with free updates and a separate fixed-fee probate service.

InterActive Legal is the alternative for firms needing a broader desktop-and-web legal drafting system, including elder-law and firearms-trust planning.

Safewill is aimed at consumers who want inexpensive annual will updates and digital storage.

WealthCounsel is the enterprise-oriented choice for firms seeking a paid trusts-and-estates platform with multiple professional modules.

Quicken WillMaker & Trust is a consumer desktop/web alternative with one-time Starter and Plus plans at $109 and $149.

Verdict

Choose EncorEstate Plans if you are a certified financial advisor who wants human-reviewed, state-specific estate documents, trust-funding support, and ongoing client-plan access in one web service. Look elsewhere if you are a consumer, need a free self-service will, or require deed filing in Hawaii, Louisiana, Massachusetts, or North Carolina.