Pay As You Go Pricing
Pricing is exclusive to financial advisors only. EncorEstate Plans offers estate planning services to financial advisors and not to the general public.
Document Plans
Visual Plan Summary
Upload your client's existing estate plan to get a visual summary of the decisions behind their current trust or will.
- Custom Branding
- Client Deliverable
- Custom Analysis
- Human Reviewed
Trust-Based Plan
Create a new revocable living trust for your client or restate their existing Trust.
- Disclaimer or A/B Trust
- Certification of Trust
- One-Page Trust Summary
- Financial / Medical POA
- Advanced Healthcare Directive
- HIPAA Release
- Pour Over Will
Will-Based Plan
Create a state-specific will for your client.
- State-Specific Will
- Financial POA
- Medical POA
- Healthcare Directive
- HIPAA Release
Business Assignments
Probate avoidance documents for business interests.
- LLC Assignment
- Stock Assignment
- Partnership Assignment
Deed Prep + Filing
Property deed preparation and filing service.
- Pull Last Recorded Deed
- Prepare New Deed
- File with County
- Human Quality Control
Powers Only Plan
POA, healthcare directive, and HIPAA release.
- Financial POA
- Medical POA
- Healthcare Directive
- HIPAA Release
Firm-Based Subscriptions
Unlock additional features and volume discounts with our subscription plans.
Free
Pay-as-you-go pricing with no monthly commitment.
- Pay-as-you-go pricing
- Access to all document types
- Basic support
Pro
For advisors who want custom branding and human review.
- Everything in Free
- Custom branding
- Human quality review
- Priority support
- Volume discounts
Team
For larger teams with multiple advisors.
- Everything in Pro
- Multiple user seats
- Team analytics
- Dedicated account manager
- Custom integrations
Enterprise
Custom pricing for enterprise organizations.
- Everything in Team
- Custom contract
- SLA guarantees
- White-label options
- API access
Frequently Asked Questions
Is there a monthly fee?
No! Our Free tier has no monthly fees. You only pay for the plans you create. Our Pro and Team tiers offer monthly subscriptions with additional features and volume discounts.
Who reviews the estate planning documents?
Every document is reviewed by our team of certified estate planners and paralegals before delivery to ensure accuracy and compliance with state-specific requirements.
Can I white-label the client experience?
Yes! With our Pro and Team subscriptions, you can add your branding, customize the client questionnaire, and deliver a fully white-labeled experience to your clients.
What states do you cover?
We cover all 50 states with state-specific documents that comply with local requirements and regulations.
How does the deed filing service work?
We handle the entire deed filing process - we pull the last recorded deed, prepare the new deed documents, and file them with the county. You don't have to do anything except submit the request.
Kick More Estate Planning Butt with Encore
Learn how Encore serves as your back office team of estate planners and paralegals.