Solution introduction
Estate Document Creation and Trust Funding in One Platform
With Encore as your partner, you'll end client procrastination, ensure good inputs and correct documents and get estate plans funded
Unlimited estate planner support for you
Our support team of estate planners and paralegals is your back-office estate planning team. We give you the resources, training, and guidance at no cost.
Human review of every plan, guaranteed
Every plan undergoes our 60‑point quality review by our team of estate planners and paralegals. Unlimited support – live chat, phone, email – comes standard at no cost.
Trust funding done for your clients
Encore's full trust funding service (deed prep + county-specific filing) is open to everyone and covers 95% of us counties, even for plans made elsewhere.
Advisor-led estate planning for the win
Drive the process yourself while your clients answer the questions, or send a link to clients to complete the inputs at their convenience.
Custom estate documents
Get maximum flexibility for your clients and their beneficiaries.
Pay as you go, no vendor lock-in
Only pay for completed estate plans. Your clients' data is always yours – you never have to pay to view that data.
