EncorEstate Plans
Ranked in Estate Planning Software ·No free plan on record
About
EncorEstate Plans combines estate-document creation and trust-funding tools with human estate-planner support for financial advisors. The maker says it is intended for certified financial advisors with a CRD, not for consumer use. Estate 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 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. Its deed service retrieves the last recorded deed, prepares a new deed where appropriate, and files it with the county; deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina. The maker says each plan receives a 60-point quality review and that every document is reviewed by a person for state-specific compliance. An eLegacy integration offers state-specific attorney calls and document reviews through the platform. One-time options include Business Assignments at $100.00 USD, a Will-Based Plan at $400.00 USD, and a Trust-Based Plan at $650.00 USD. The company says it is SOC 2 Type II certified.
Who it is for
It is intended for certified financial advisors with a CRD who need estate-planning documents and human planner support for clients. It is not intended for consumers.
What is good
- Estate documents are tailored for all 50 states.
- Planner and paralegal support is available at no cost.
- Attorney review may be requested.
- The maker describes a 60-point plan review.
- Advisors can retain access after ending the partnership.
What to know first
- The service is not meant for consumer use.
- Deed filing excludes four states.
- The listed Trust-Based Plan costs $650.00 USD once.
- No platform other than web is listed.
Verdict
EncorEstate Plans pairs document preparation with human estate-planning support for advisor workflows. Confirm that deed-filing coverage and one-time plan pricing fit the cases you handle.
Compared on estate planning software
- Free plan
- Yesencorestateplans.com
- Planning scope
- full_estate_planencorestateplans.com
- Trust support
- Yesencorestateplans.com
- Power of attorney
- Yesencorestateplans.com
- Attorney review
- Yesencorestateplans.com
- State coverage
- 50 statesencorestateplans.com
- Document storage
- Yesencorestateplans.com
Facts
- What it does
- EncorEstate Plans combines estate document creation and trust funding tools with human estate-planner support for financial advisors.encorestateplans.com · 29 Sept 2026
- Human review
- The maker says each plan receives a 60-point quality review and every document is reviewed by a person for state-specific compliance.encorestateplans.com · 29 Sept 2026
- Estate planning support
- Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, and may request attorney review.encorestateplans.com · 29 Sept 2026
- Trust funding
- The deed service pulls the last recorded deed, prepares new deed documents where appropriate, and files with the county; the maker says it covers 95% of US jurisdictions.encorestateplans.com · 29 Sept 2026
- Custom documents
- Options include Special Needs Trust provisions, corporate trustee language, trust restatements, QDOT language, specific gifts, and age-based or incentive-based restrictions.encorestateplans.com · 29 Sept 2026
- Pricing model
- There is no monthly fee on the pricing page; advisors can create a free account and pay as they go for estate plans and deed filings.encorestateplans.com · 29 Sept 2026
- Geographic limits
- Estate documents are tailored for all 50 states, while deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.encorestateplans.com · 29 Sept 2026
- Attorney integration
- The maker describes an integration with eLegacy that offers state-specific attorney phone calls and estate document reviews through the platform.blog.encorestateplans.com · 29 Sept 2026
- Security
- The maker's information page states that EncorEstate Plans is SOC 2 Type II certified.encorestateplans.com · 29 Sept 2026
- Audience
- The maker says the service is for certified financial advisors with a CRD and is not meant for consumer use.encorestateplans.com · 29 Sept 2026
- Access after partnership
- The pricing page says advisors can access their clients' estate plans even after they stop partnering with EncorEstate Plans.encorestateplans.com · 29 Sept 2026
- Company history
- The maker says it has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders.encorestateplans.com · 29 Sept 2026
Company
- Founded
- 2021encorestateplans.com · 23 Sept 2026
- Headquarters
- Liberty Lake, Washington, United Statesencorestateplans.com · 23 Sept 2026
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Where it ranks on Inferse
Sources
- encorestateplans.com· checked 29 Sept 2026
- encorestateplans.com/deed-filing· checked 29 Sept 2026
- encorestateplans.com/pricing· checked 29 Sept 2026
- blog.encorestateplans.com/how-advisors-get-estate-planning-attorn· checked 29 Sept 2026
- encorestateplans.com/ai-info-page· checked 29 Sept 2026
- encorestateplans.com/about· checked 29 Sept 2026