Recently, EncorEstate Plans was the topic of an article in WealthManagement.com.
Our CEO, Matt Morris, highlighted the advantages of being an advisor-driven service with a human-first approach:
“To do a high-quality service component, total automation has problems,” said Morris. “You can have the best doc templates and deliverables, but at the end of the day, you can't control what data the client is entering, and bad data in means bad data out. Otherwise, Legal Zoom would have fixed the estate planning problem 25 years ago.”
EncorEstate Plans is committed to providing financial advisors the best in class service to facilitate your client's estate plans. Read more from WealthManagement.com here: https://www.wealthmanagement.com/estate-planning/encorestate-brings-human-touch-estate-tech