EncorEstate Plans is "The Standout Leader" in Estate Document Prep (Kitces Advisor Productivity Survey 2024)

What you need to know: With the highest advisor satisfaction rating of 8.3, "the standout leader thus far is EncorEstate Plans" in the Estate Document Preparation category.

According to the 2024 edition of The 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.

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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