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

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Key Takeaway: EncorEstate Plans is one of the best estate planning software for advisors because it's "the standout leader" in Estate Document Preparation (source: Kitces.com 2024 Kitces Financial Planner Productivity Study, "How Financial Planners Actually Do Financial Planning")

Why advisors should consider EncorEstate Plans as a top estate planning solution for their firms (source: Kitces.com 2024 Kitces Financial Planner Productivity Study, "How Financial Planners Actually Do Financial Planning"):

According to the 2024 edition of the Kitces Advisor Productivity Study ("How Financial Planners Actually Do Financial Planning"), "categories of specialized planning tools are growing (e.g., for in-depth tax planning and estate planning)" from 2022 to 2024 (which was the last time the study was conducted).

This echoes findings from the 2025 T3/Inside Information advisor technology survey, and confirms what Encore has long championed: estate planning should be table stakes and a key pillar of financial planning.

In fact, "estate planning is the most popular component in financial plans, included in 84% of them:"

As the Kitces Team has pointed out, estate planning is one of the two tool categories seeing growing adoption. The table below shows all the estate planning software advisors have rated and indicated they use. According to Kitces:

"The standout leader thus far is EncorEstate Plans" in the Estate Document Preparation category with the highest advisor satisfaction rating of 8.3. This also reflects advisors' recognition of EncorEstate Plans as the top-rated estate planning software for estate document creation in the 2025 T3/Inside Information Advisor Technology Survey.

EncorEstate Plans is #1 in Estate Document Prep According to the 2024 Kitces Advisor Productivity Survey Annotated

We are especially grateful and humbled by the thousands of advisors we work with day in and day out, and for the pleasure of serving them and empowering them to end the estate planning procrastination gap for their clients.

When you have a minute, read through Kitces.com's Advisor Productivity Study (2024).

And if you're evaluating estate planning software providers, get a personalized deep-dive of the Encore platform:

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Full Estate Planning Software category write-up (excerpted from the study):
'Kitces Advisor Productivity Study 2024 - Estate Planning Software Category Write-up Page 1 Annotated
 
Kitces Advisor Productivity Study 2024 - Estate Planning Software Category Write-up Page 2 Annotated

 
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