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Comparing Encore vs. Wealth.com

Thinking of switching from Wealth.com to Encore? Advisors make the switch for human-reviewed documents, real customization support, and pay-as-you-go pricing.

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

Human Quality Review vs. Automated Output

Wealth.com generates documents through automation alone. Encore puts every single estate plan through a 60-point human review by paralegals and certified estate planners before you deliver anything to your clients.

Feature
Encore
Wealth.com
Document review process
60-point human review by paralegals and certified estate planners on every plan
Automated document generation with no human quality review step
Document flexibility
Support Team works directly with you and your clients on flexible estate documents
Self-service only, no dedicated team for document flexibility
Attorney network
Optional second-layer attorney review; attorneys attest to accuracy or meet with clients directly
No built-in attorney review network
Error prevention
Issues flagged and resolved before client delivery, with questions raised proactively
Advisor responsible for catching errors in generated documents

Flexible Pricing vs. Subscription Lock-in

Encore offers a genuinely free tier with no monthly fees, pay only for plans you create. Wealth.com requires a subscription commitment to access core features.

Complete Deed Filing Service

Encore handles the full deed filing workflow: pulling the last recorded deed, preparing new documents, and filing with the county. Wealth.com doesn't offer deed filing.

Frequently Asked Questions

Kick More Estate Planning Butt with Encore

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