Articles from EncorEstate Plans

EncorEstate Plans (Encore) – the only estate planning software for advisors that ends procrastination, ensures good inputs and correct document execution, and gets trusts funded – today announced a groundbreaking partnership with eLegacy, integrating direct access to attorney-led document review and legal advice within Encore’s industry-leading platform.

EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 WealthManagement.com Industry Awards (“The Wealthies”). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing Service and Streamlining Trust Digitization and Restatement.

EncorEstate Plans, a state-of-the-art estate planning solution for advisors that blends technology and human support to tackle estate planning challenges, has been named to the prestigious WealthTech100 list. This recognition follows a series of notable accolades, including an 8.6 average customer satisfaction in the 2023 Kitces AdvisorTech Study and being named an All-Star in the 2024 T3 Advisor Tech Survey with an advisor rating of 8.27 out of 10.