Encore: The Back Office Estate Planning Team Advisors Love

“I’ve used three other services and the three main reasons why I chose Encore over the others: 1) Quality of documents was the biggest piece for me. Before I sign with a platform, I create my own plan and send it to my attorney for review. With Encore, he said, ‘I would use that plan. I think it’s good.’ 2) The other biggest piece: your Support Team. The communication is ultimately very, very good. Y’alls team is immediate and quick with responses. And 3) I love the turnarounds: your quickness, your turnaround is what I love. From payment to draft is no more than 10 business days. People appreciate that. These are the pieces are what’s drawn us to Encore and will keep us with you guys.”

“Encore is the right fit because there are so many of those extra checks and balances and attorneys reviews that are built-in to go slow and methodical, rather than ‘Let’s try to get a thousand people through the platform as quick as possible!’”

“Thank you! Encore Support is the best.”

“EncorEstate Plans has been a tremendous partner to our advisors. In our first year of offering the service, we generated $200,000 of revenue from this line of business. It continues to generate six figures of revenue annually.”