Side by side
EncorEstate Plans vs Everplans
Both stand on estate planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
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.
Visit EncorEstate Plans
Pick Everplans if you want guided organization of personal or household information, with a free option and paid secure sharing. Premium is $99.99 a year and raises the item limit to unlimited. Look elsewhere if you need licensed healthcare, legal, or financial advice, or need to manage billing or Plaid imports in the mobile app.
Visit EverplansThe facts
| EncorEstate Plans | Everplans | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Not published | No |
| Runs on | Web | API, iPhone, Web |
| Lowest paid plan | Business Assignments: $100, paid once | Everplans Premium: $99.99 a year |
| Plans published | 6 | 3 |
| Maker | Not published | Not published |
| Website | encorestateplans.com | everplans.com |
| On estate planning software | #2 of 24 | #1 of 24 |
EncorEstate Plans: what it does well
- 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.
Everplans: what it does well
- Free plan includes guided planning and a content library.
- Premium supports unlimited items and secure sharing.
- iOS app supports biometric access and document uploads.
- Premium can import basic financial account details through Plaid.
- Everplans says it uses encryption for stored data and communications.
What to know first
- The free plan is limited to three stored items.
- Plaid imports do not include balances and do not support every institution or account.
- The mobile app cannot manage billing details or use Plaid imports.
- Everplans does not provide licensed medical, legal, or financial advice.
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