--- title: "EncorEstate Plans Wins Again: The Kitces AdvisorTech Study | EncorEstate Plans Blog" description: “Winning” for Encore isn’t about market share or about social followers. It is all about advisor satisfaction with our technology and service. “Winning” for Encore isn’t about market share or about social followers.  It is all about advisor satisfaction with our technology and service.   So when Michael Kitces AdvisorTech Study shows that advisors give Encore… image: https://blog.encorestateplans.com/hubfs/Imported_Blog_Media/Screenshot-2023-08-25-at-8_37_13-AM.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) # EncorEstate Plans Wins Again: The Kitces AdvisorTech Study Ian Stuart April 16, 2024 2 min read ## Contents ## “Winning” for Encore isn’t about market share or about social followers. It is all about advisor satisfaction with our technology and service.   So when the [2024 Kitces.com AdvisorTech Study](https://www.kitces.com/wp-content/uploads/2023/08/The-Kitces-Report-The-Technology-That-Independent-Financial-Advisors-Actually-Use-And-Like-Vol-1-2023-2.pdf) showed that advisors give Encore the Highest Customer Satisfaction and Value in the Estate Planning Category, it’s like winning the Super Bowl for us! We are grateful that our advisors gave a score of 8.6 which is a full point above the average customer satisfaction in the entire survey.  Encore also came in with the highest score in Value when our pricing is factored in with a score of 8.7! This follows the [T3 Advisor Survey](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/2023-T3-software-survey.pdf) earlier in 2023 where advisors also gave the Encore the highest satisfaction score in the estate planning category. We work incredibly hard to deliver a great estate planning experience for advisors so they can deliver a great experience for their clients.  It’s amazing to see the hard work pay off in what we believe is the most important assessment of the Encore Technology and Service. Thank you to the advisors that shared their feedback on their experience with us and to Michael Kitces for his team’s hard work putting this survey together! Read the [2024 Kitces AdvisorTech Study](https://www.kitces.com/wp-content/uploads/2023/08/The-Kitces-Report-The-Technology-That-Independent-Financial-Advisors-Actually-Use-And-Like-Vol-1-2023-2.pdf) published my Michael Kitces and the Kitces.com team. Ian Stuart ### 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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