Question 1

Who reviews the estate planning documents?

Accepted Answer

Through a 60-point review process, Encore's industry-leading Support Team of paralegals and certified estate planners reviews every single estate plan for accuracy and compliance with state-specific requirements. They'll spot issues and raise questions with you before you deliver them to your clients for signing, notarizing, and funding. And, Encore's Support Team will work with you and your clients on flexible estate documents – an offering no other estate planning software for advisors provides.

And if you and/or your clients want extra peace of mind and a second layer of review, then work with an attorney in Encore's attorney network. They can either review your client's estate plan and write a letter attesting to its accuracy and completion, or sit down with you and your clients to answer any and all questions you or they may have about their estate plan. Best of all, the attorneys don't get paid until they complete their review.

Question 2

Is there a monthly fee?

Accepted Answer

No! Our Free tier has no monthly fees. You only pay for the plans you create – no vendor lock-in. Encore offers discounts on 5-pack and 10-packs of Will-Based and Trust-Based Plans if you need them in bulk (available via the Plan Packages section of your free Encore account).

Question 3

What states do you cover?

Accepted Answer

Encore's estate plans cover all 50 states with state-specific documents that comply with local requirements and regulations.

Frequently Asked Questions

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