Exciting Updates from EncorEstate Plans: Price Adjustments and Our Commitment to You

At EncorEstate Plans, our mission has always been to deliver exceptional service and comprehensive estate planning solutions tailored to your needs. To continue providing the quality and expertise you trust—and to reinvest into our ever-evolving product roadmap—we’re making a small adjustment to the pricing for our Trust-based and Will-based plans.

Upcoming Price Changes

Effective January 1, 2025, the pricing for our plans will be updated as follows:

• Trust Plan: From $550 to $625
• Will Plan: From $350 to $375

We’re making this adjustment to ensure we can continue delivering best-in-class tools and support while enhancing our offerings to meet the needs of advisors like you.

Lock In Current Rates Today!

To help you take advantage of our current pricing, we encourage you to consider purchasing 5 or 10 packs of Trusts or Wills before the new pricing takes effect.

This is a great opportunity to secure today’s rates for your future estate planning needs. You can purchase as many plan packs as you like directly from your Encore Dashboard under the Plan Packages tab.

What’s Next?

We’re deeply committed to listening to the feedback we receive from advisors and continually investing in enhancements that add value to your firm. Your input is crucial to shaping our roadmap, and we encourage you to share your thoughts! Simply reply to this email with any suggestions or ideas—we’d love to hear from you.

Thank you for trusting EncorEstate Plans to help protect your clients’ hard-earned legacies. We’re honored to partner with you and look forward to supporting your success for years to come.

A Special Note from Our CEO

At Encore, we’re proud of what makes us different. We are a bootstrapped business, purpose-built to serve financial advisors like you. We were the first estate planning company dedicated exclusively to advisors, and we’ve stayed true to that mission every step of the way.

Unlike others, we’ve chosen not to take on Venture Capital funding—despite daily interest. Why? Because staying independent allows us to focus on what matters most: you, our advisors.

Every dollar of profit we earn is reinvested into making Encore better, from our product roadmap to our support team. Our commitment is to remain your trusted partner, delivering tools and services that empower you to protect your clients’ futures.

Thank you for being part of this journey with us. Here’s to continued success together!

Sincerely,

Matt Morris

CEO, EncorEstate Plans