--- title: Closing The Gap | Wealth Management 2024 Mid-Year Outlook | EncorEstate Plans Blog description: How Financial Advisors and Wealthtech Can Transform the Estate Planning Experience image: https://blog.encorestateplans.com/hubfs/16e8e6c8638d6a62aee8ecaf62c41b79c7ab6f15.17.png --- [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo.svg)](https://www.encorestateplans.com) [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator Calculate your estate planning savings](https://www.encorestateplans.com/roi-calculator) [Customer Stories See how advisors succeed with Encore](https://www.encorestateplans.com/customer-stories) [Contact Sales Get in touch with our team](https://www.encorestateplans.com/contact) [Podcast Listen to estate planning insights](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog Latest articles and news](https://blog.encorestateplans.com/) [Sign In](https://app.encorestateplans.com/login) [Book a Conversation](https://encorestateplans.com/demo) Menu [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator](https://www.encorestateplans.com/roi-calculator) [Customer Stories](https://www.encorestateplans.com/customer-stories) [Contact Sales](https://www.encorestateplans.com/contact) [Podcast](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog](https://blog.encorestateplans.com/) [Book a Conversation](https://encorestateplans.com/demo) [Get Your Free Account](https://app.encorestateplans.com/signup) [Already have an account? Sign in](https://app.encorestateplans.com/login) [Estate Planning](https://blog.encorestateplans.com/tag/estate-planning) # Closing The Gap | Wealth Management 2024 Mid-Year Outlook Matt Morris August 24, 2024 1 min read ## Contents How can financial advisors and WealthTech transform the estate planning experience? [Matt Morris](https://www.linkedin.com/in/matt-morris-1557ba9b/) explains this and more in the [WealthManagement.com](https://www.linkedin.com/company/wealthmanagement-com/) 2024 Mid-Year Outlook. [Read it here!](https://bluetoad.com/publication/?m=62351&i=828400&p=72&ver=html5) ![16e8e6c8638d6a62aee8ecaf62c41b79c7ab6f15.17](https://blog.encorestateplans.com/hs-fs/hubfs/16e8e6c8638d6a62aee8ecaf62c41b79c7ab6f15.17.png?width=7500&height=10500&name=16e8e6c8638d6a62aee8ecaf62c41b79c7ab6f15.17.png)   Matt Morris ### Book a Conversation See how EncorEstate can help your firm add estate planning services. [Schedule a Demo](https://encorestateplans.com/demo) ### Stay Updated Get the latest estate planning insights delivered to your inbox. Subscribe ## Keep Learning [![Wealth.com vs. Vanilla: Figure out which estate planning software for advisors fits your firm](https://blog.encorestateplans.com/hubfs/Wealth%20vs%20Vanilla%20Featured%20Image-1.jpg)](https://blog.encorestateplans.com/wealth-com-vs-vanilla) Estate Planning ### [Wealth.com vs. Vanilla: Which Estate Planning Software for Advisors to Pick?](https://blog.encorestateplans.com/wealth-com-vs-vanilla) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 22, 2026 [![Compare Wealth vs. Vanilla vs. EncorEstate: Looking for comprehensive estate planning software for advisors? These 3 platforms need to be at the top of your list](https://blog.encorestateplans.com/hubfs/Wealth%20vs%20Vanilla%20vs%20EncorEstate%20Featured%20Image.jpg)](https://blog.encorestateplans.com/wealth-com-vs-encorestate-vs-vanilla) Estate Planning ### [Compare Wealth.com vs. EncorEstate vs. Vanilla Estate Planning Software for Advisors](https://blog.encorestateplans.com/wealth-com-vs-encorestate-vs-vanilla) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 22, 2026 [![How to fund trusts with Vanilla using EncorEstate Plans deed filing service](https://blog.encorestateplans.com/hubfs/How%20to%20Fund%20Trusts%20with%20Vanilla%20Using%20EncorEstate%20Plans.jpg)](https://blog.encorestateplans.com/how-to-fund-trusts-with-vanilla) Estate Planning ### [How to Fund Trusts with Vanilla Estate Planning Software](https://blog.encorestateplans.com/how-to-fund-trusts-with-vanilla) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · December 12, 2025 [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo-light.svg)](https://www.encorestateplans.com) Estate planning software and deed filing service for financial advisors. 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