Estate planning software for advisors that's been proudly independent since 2021

The client estate planning experience sucks
After hearing his aunt suddenly pass away without an estate plan in place, and seeing his cousins pick up the proverbial pieces, Matt Morris realized there has to be a better solution to ensuring everyone has an estate plan. And with his career in WealthTech serving financial advisors, Matt was surprised that such a solution didn’t exist despite the fact that advisors have been helping clients with estate planning for decades and that existing solutions in DIY estate planning tools and local estate attorneys haven’t closed the estate planning gap.

On the other end of the spectrum, Mike Bennett, an estate planner, has been passionate about estate planning since law school. But, he was frustrated at how as a solo estate planner, he could only help so many people get their estate plans done and that fighting the estate planning procrastination problem is a Sisyphean task at times!

After being introduced through mutual friends and commiserating, both Matt and Mike realized that the broken client estate planning experience could be solved by empowering advisors with the right technology. And thus, EncorEstate Plans was born. In Matt, Mike, and the Encore team’s eyes, advisors are the key people to helping clients stop procrastinating on their estate plans and just getting their plans done.