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Comparing Encore vs. Trust & Will

Thinking of switching from Trust & Will to Encore? Advisors make the switch for a platform built specifically for them, not repurposed from a consumer DIY tool.

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#1 RIA market share (2025 Kitces)5,500+ advisorsAll 50 statesSOC 2 Type II

Built for Advisors vs. Repurposed from Consumer DIY

Trust & Will started as a consumer DIY estate planning tool and added an advisor layer on top. Encore was purpose-built from day one for financial advisors, where advisor workflows, branding, and support are at the core.

Feature

Encore

Trust & Will

Platform origin

Purpose-built for financial advisors from day one, where advisor workflows are the core product

Started as a consumer DIY tool; advisor features added on top of consumer product

Custom branding

White-label experience with your branding on questionnaires, deliverables, and client-facing materials

Limited advisor branding; Trust & Will branding prominent in client experience

Client experience

Advisor guides the process, so you control the client journey and deliverables

Consumer-style self-service flow; advisor is more of a referral channel

Advisor support

Unlimited access to Support Team of estate planners and paralegals at no cost

Standard support, no dedicated estate planner team for advisors

Human Review vs. Software-Only Output

Trust & Will generates documents through software automation. Encore layers a 60-point human review on every plan, catching issues before they reach your clients.

Pricing That Respects Your Business

Encore's Free tier means zero monthly fees, you only pay for plans you create. Trust & Will's advisor program requires an ongoing subscription commitment.

Frequently Asked Questions

Kick More Estate Planning Butt with Encore

Learn how Encore serves as your back office team of estate planners and paralegals.

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