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Comparing Encore vs. Vanilla

Thinking of switching from Vanilla to Encore? Advisors make the switch for human-reviewed documents, dedicated support, and a platform that goes beyond basic document generation.

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

Comprehensive Support vs. Software Alone

Vanilla provides estate planning software. Encore provides software plus an entire back-office team of estate planners and paralegals who work with you at no extra cost.

Feature
Encore
Vanilla
Support model
Unlimited access to Support Team of estate planners and paralegals, serving as your back-office estate planning team
Standard software support; no dedicated estate planner team
Document review
60-point human review on every plan, with issues caught before client delivery
Software-generated output; advisor responsible for review
Document flexibility
Support Team works with you and your clients on flexible documents, which no other platform does
Template-based generation with limited flexibility
Attorney network
Optional attorney review with letter of attestation or client meeting, with pay only on completion
No built-in attorney review network

Full-Service Estate Planning Platform

Encore covers the entire estate planning workflow, from document creation to deed filing to visual plan summaries. Vanilla focuses primarily on document generation.

Transparent, Flexible Pricing

Encore's Free tier has no monthly fees, and you pay only for plans you create. Vanilla requires a subscription to access their platform.

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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