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Case Studies

EncorEstate Plans is "The Standout Leader" in Estate Document Prep According to the 2024 Kitces Advisor Productivity Survey

Encore Team · March 19, 2025
Encore is a 2025 T3/Inside Information “All Star” (for the second year running)
Case Studies

EncorEstate Plans is a T3 "All Star" for the 2nd Year in a Row with Highest Satisfaction Rating

Encore Team · March 17, 2025
EncorEstate Plans's new standalone deed filing feature makes it easier than ever for clients to properly fund their estate plans.
Announcement

Standalone Deed Filing to Simplify Estate Funding: EncorEstate Plans’s New Feature is Launching this Year

Encore Team · March 05, 2025
In this webinar with EncorEstate Plans, Daniel Kopp of Wise Stewardship Financial Planning shares his tips and insights for how he integrated estate planning into his financial planning process.
Webinar

How To Integrate Estate Planning Into Your Financial Planning Process (w/ Daniel Kopp of Wise Stewardship Financial Planning)

Encore Team · March 04, 2025
In this webinar with EncorEstate Plans, Jason Barber of Holistic Planning shares his tips for how his firm achieved exponential growth in two years through tax and estate planning.
Webinar

How Your Firm Can Get Exponential Growth through Tax and Estate Planning (w/ Jason Barber of Holistic Planning and Uptick Partners)

Encore Team · February 26, 2025
Why Duncan Advisors chose EncorEstate Plans for their clients' estate planning needs
Webinar

Why Cambridge OSJ Chose EncorEstate Plans as the Estate Planning Software for Its Advisors

Encore Team · January 31, 2025
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EncorEstate Plans

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