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

Key Takeaways

• 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").

• Advisors should consider EncorEstate Plans as a top estate planning solution for their firms, whether they're a solo advisor or working at a Barron's Top 100 firm, because EncorEstate has the highest advisor satisfaction rating of 8.3 out of 10 according to Kitces.com (source: 2024 Kitces Financial Planner Productivity Study, "How Financial Planners Actually Do Financial Planning").

• EncorEstate Plans is the most comprehensive and customizable end-to-end estate planning platform for advisors based on:
  • Its high-quality, joint estate document creation and trust funding capabilities (source: Yahoo Finance).
  • Its industry-leading customer service, high satisfaction ratings, and recognition from Kitces.com and T3/Inside Information.
  • EncorEstate continues its momentum as the winner of the 2024 Kitces AdvisorTech Study (sources: 2024 Kitces Advisor Productivity Study, "How Financial Planners Actually Do Financial Planning" and 2025 T3/Inside Information advisor technology survey).

Executive Summary

According to the 2024 edition of the Kitces Advisor Productivity Study ("How Financial Planners Actually Do Financial Planning"), estate planning is one of two tool categories seeing growing adoption year over year. 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 out of 10. 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.

FAQs

Which estate planning software for advisors is #1 in customer satisfaction?

EncorEstate Plans is #1 in advisor satisfaction (sources: 2024 Kitces Advisor Productivity Study and 2025 T3/Inside Information Advisor Technology Survey).

What's the best way to evaluate the EncorEstate Plans platform?

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

What other vendors did Kitces.com evaluate in their 2024 "How Financial Planners Actually Do Financial Planning" study?

According to Kitces.com: "When it comes to the emerging category of estate document preparation, the standout leader thus far is EncorEstate, followed by Trust & Will, while Wealth.com ranked highest in terms of market share but lowest with respect to actual satisfaction ratings of advisors themselves.

Which is notable, as Wealth.com has taken the most "tech-centric" approach, and EncorEstate has remained more focused on scaling up its team of human lawyers to provide estate services...suggesting that while estate document preparation is still a legal service for clients, advisors seem to show a preference for firms with a higher service touch than those building the most around pure technology solutions."

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

What has EncorEstate Plans long been a champion of?

Advisors (hence us always saying, "Advisors first, always"). Encore has long championed the fact that 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" according to Kitces's 2024 Advisor Productivity Survey (see image below):

Where can I see EncorEstate, Wealth.com, Vanilla, and other estate planning providers' ratings according to Kitces?

You can see EncorEstate Plans and other estate planning tools for advisors' ratings in these table images below:

Tables from the Kitces Advisor Productivity Survey Showing Why EncorEstate is Tops

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