Your Back Office Estate Planning Team & Platform
You lead. We execute. Encore brings human support and technology together to ensure your clients' estate plans are completed and funded.
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.
“Your support has been fantastic. I find your support is way better than competitors. To me, that makes all the difference.”
Unlimited Estate Planner Support
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.
- Call, live chat, or email any and all questions at no cost
- Request attorney review if you and or your clients want triple peace of mind
- Get free white-labeled SOPs, guides, and templates
“I’ve loved partnering with Encore and the best part is anytime I have a question or need a rush, they are right on it. Mike has even answered my call while boarding a flight!! They’ve been able to help me with both simple plans and complicated ones, too.”
Human Estate Planners and Paralegals Review Every Plan, Guaranteed
Every plan undergoes our 60-point quality review by our team of estate planners and paralegals.
- 100% human review on every document
- State-specific compliance verification
- Unlimited support – live chat, phone, email – comes standard at no cost.
“Every advisor has those clients that: 1) Need an Estate Plan. 2) Want to create an Estate Plan. 3) Struggle to get it done, let alone funded. EncorEstate literally solves all that! I can’t believe the turnaround, communication, speed & guidance.”
In-house Trust Funding Done for You and Your Clients
Everything’s done in-house with Encore so that your clients aren’t bounced around like a hot potato.
- Trust funding service open to everyone, even if you’re not an Encore customer
- Covers 95% of US counties and county equivalents
- Encore will pull the last recorded deed, prepare the deed, and prepare all county-specific documents
“I love how I can rely on the extensive experience of Encore’s Support Team to customize for client needs and language for their specific goals.”
Flexible Estate Documents (Yes, Really)
Get maximum flexibility for your clients and their beneficiaries. We cover:
- Special Needs Trust provisions
- Selecting corporate trustees (with their required language)
- Restatements
- QDOT language for non-citizens
- Customizable specific gifts, age-based restrictions, and incentive-based restrictions
LOVED by the Best Firms
See how leading advisors use Encore to deliver estate planning services their clients love.
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