EncorEstate Plans
EncorEstate Plans combines estate document creation and trust-funding tools with human estate-planner support for financial advisors.
What EncorEstate Plans is
EncorEstate Plans combines estate document creation and trust-funding tools with human estate-planner support for financial advisors. It is intended for certified financial advisors with a CRD, not for consumer use, and is available on the web. Estate documents are tailored for all 50 states, with options that include wills, trusts, powers of attorney, health care directives, and customized 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. The deed service retrieves the last recorded deed, prepares new documents where appropriate, and files with the county; deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina. The maker says each plan gets a 60-point quality review and every document is reviewed by a person for state-specific compliance. It also describes an eLegacy integration for state-specific attorney calls and document reviews. Listed one-time options range from $100.00 USD for Business Assignments to $650.00 USD for the Trust-Based Plan. The company says it is SOC 2 Type II certified. Advisors can access clients’ estate plans even after ending their partnership with EncorEstate Plans.
Good
- Estate documents tailored for all 50 states
- Planner and paralegal support at no cost
- Human review for state-specific compliance
- Advisors retain access after ending partnership
Watch out
- Not intended for consumer use
- Deed filing excludes four states
- Available on web only
Who it suits
It is for certified financial advisors with a CRD, rather than consumers. It may suit advisors seeking estate documents, trust funding, and access to human planner support.
Verdict
EncorEstate Plans pairs document creation with human support for financial advisors, including trust-related services and optional attorney review. Advisors should note the CRD requirement and the states excluded from deed filing.
Plans and prices
From EncorEstate Plans's own pricing page, checked 29 Sep 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Business Assignments | $100, paid once | LLC assignment · Stock assignment · Partnership assignment |
| Powers Only Plan | $125, paid once | Financial POA · Medical POA · Healthcare directive · HIPAA release |
| Visual Plan Summary | $150, paid once | Custom branding · Client deliverable · Custom analysis · Human reviewed |
| Deed Filing | $300, paid once | Pull last recorded deed · Prepare deed where appropriate · File with county · Human quality control |
| Will-Based Plan | $400, paid once | State-specific will · Financial and health care powers of attorney · Advance health care directive · HIPAA release |
| Trust-Based Plan | $650, paid once | State-specific revocable living trust or trust restatement · Pour-over will · Certification of trust · General transfer · Financial and health care powers of attorney · Advance health care directive · HIPAA release |
The facts
Each one read from EncorEstate Plans's own pages, with the date it was checked.
What it does
- Access after partnership
- The pricing page says advisors can access their clients' estate plans even after they stop partnering with EncorEstate Plans.checked 29 Sep 2001
- Attorney integration
- The maker describes an integration with eLegacy that offers state-specific attorney phone calls and estate document reviews through the platform.checked 29 Sep 2001
- Audience
- The maker says the service is for certified financial advisors with a CRD and is not meant for consumer use.checked 29 Sep 2001
- Custom documents
- Options include Special Needs Trust provisions, corporate trustee language, trust restatements, QDOT language, specific gifts, and age-based or incentive-based restrictions.checked 29 Sep 2001
- Geographic limits
- Estate documents are tailored for all 50 states, while deed filing excludes Hawaii, Louisiana, Massachusetts, and North Carolina.checked 29 Sep 2001
- 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.checked 29 Sep 2001
- 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.checked 29 Sep 2001
- Security
- The maker's information page states that EncorEstate Plans is SOC 2 Type II certified.checked 29 Sep 2001
- 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.checked 29 Sep 2001
- What it does
- EncorEstate Plans combines estate document creation and trust funding tools with human estate-planner support for financial advisors.checked 29 Sep 2001
The company
- Company history
- The maker says it has been bootstrapped since 2021 and identifies Matt Morris and Mike Bennett as co-founders.checked 29 Sep 2001
- Founded
- 2021checked 23 Sep 2001
- Headquarters
- Liberty Lake, Washington, United Stateschecked 23 Sep 2001
Money
- Estate planning support
- Advisors can contact estate planners and paralegals by phone, live chat, or email at no cost, and may request attorney review.checked 29 Sep 2001
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