EncorEstate Plans is web-based estate planning software for certified financial advisors with a CRD; it is not meant for consumer use. Advisors can create state-tailored estate documents for all 50 states, including wills, trusts, powers of attorney and health care directives, with options for provisions such as specific gifts, special needs trusts and age-based restrictions. The service combines document creation with access to estate planners and paralegals by phone, live chat or email at no cost, and advisors may request attorney review. Its deed service retrieves the last recorded deed, prepares new documents where appropriate and files them with the county; the maker says it covers 95% of US jurisdictions, excluding Hawaii, Louisiana, Massachusetts and North Carolina. The maker says each plan receives a 60-point quality review and each document is checked by a person for state-specific compliance. One-time plans range from $100 for Business Assignments to $650 for the Trust-Based Plan. The maker also describes an eLegacy attorney integration and says the service is SOC 2 Type II certified.
Who it is for
It suits certified financial advisors with a CRD who want to provide estate documents and planning support to clients. It is not intended for consumer use.
What is good
- Estate documents are tailored for all 50 states.
- Advisors can contact planners at no cost.
- Plans receive a 60-point quality review.
- Trust-based and will-based plans are available.
- Advisors retain access to client plans after partnership ends.
What to know first
- Deed filing excludes four states.
- The service is not meant for consumers.
- Listed one-time plans cost $100 to $650.
Verdict
EncorEstate Plans combines document creation, human planning support and deed filing for financial advisors. Advisors should note its consumer-use restriction and the states excluded from deed filing.
EncorEstate Plans plans and pricing
All plansCompared on estate planning software
- Free plan
- Yes
- Planning scope
- full_estate_plan
- Trust support
- Yes
- Power of attorney
- Yes
- Attorney review
- Yes
- State coverage
- 50 states
- Document storage
- Yes
