How Advisors Can Get Estate Planning Attorney Review for Clients in a Few Clicks

Many estate planning software for advisors have attorney referral networks in place to help advisors' clients fund their estate plans. The problem is that advisors and their clients are still into the same problem of procrastination: clients may or may not actually get their estate plans funded with an attorney, even if it's one that was referred (for a fee) from a tool their advisors use.

EncorEstate Plans is the only solution that ends procrastination, ensures good inputs and correct document execution, and gets trusts funded. And with its partnership with eLegacy, advisors now have direct access to attorney-led document review and legal advice within Encore’s industry-leading platform.

This new partnership enables state-specific attorney phone calls and estate document reviews, and provides nearly complete coverage of attorney review for Encore advisors.

Unlike other estate planning software for advisors that only offer outside attorney referral networks, Encore has created a fully integrated estate attorney experience directly within their software platform. This integration enables financial advisors to effortlessly facilitate state-specific attorney review and advice for their clients, offering an extra layer of review, legal guidance, and peace of mind on top of Encore’s robust 60-point estate plan review process.

Instructions for Getting Estate Attorney Review of Your Clients' Estate Plans

Step 1: Drive the Estate Document Creation Process with Your Clients

Using your free Encore account, you can facilitate the creation of either a Will-Based Estate Plan or Trust-Based Estate Plan with your clients.

Once your clients' estate documents are completed and sent to Encore's industry-leading Support Team of estate planners and paralegals, they'll conduct a 60-point review of your clients' estate plans and double-check with you that your clients' wishes are reflected accurately.

Step 2: Execute Your Clients' Estate Plans with Encore's Mobile Notary Service and Ensure Their Plans are Properly Funded with Encore's Property Deed Filing Service

Within the Encore estate planning platform, you can request mobile notaries and witnesses to come to your clients' residence for execution, and then have the Encore Support Team handle deed filing to make sure your clients' real estate is re-titled to their estate plan.

Step 3: Request Estate Planning Attorney Review Letter or Over-the-Phone walkthrough of their Estate Documents

For clients (and advisors, too!) who want and or need a second opinion on their estate plans, you can order an attorney review letter or over-the-phone walkthrough. You no longer have to go to some outside attorney or have your clients pay a fee for a random attorney from a vendor's referral network.

Highly vetted and super efficient estate attorneys are literally a few clicks away in the Encore platform according to EncorEstate Plans CEO Matt Morris:

"Many platforms provide attorney referrals that are awkward and rarely utilized," said Matt Morris, CEO of EncorEstate Plans. “eLegacy is a unique law firm that believes the advisor should be the quarterback of the estate planning process and delivers an integrated experience that Encore advisors will love.”

All interactions between eLegacy attorneys and advisors’ clients – including consultations, legal reviews, and advice – are seamlessly facilitated by clients’ financial advisors within Encore’s intuitive software interface.

According to eLegacy's CEO Ryan Crandall:

“Coordination between advisors and estate planning attorneys is absolutely critical. Often, in conversations with an advisor, we’ll learn things about the client’s situation that they neglected to share with us but are really important to their plan. To create the best possible outcome, we need all members of the client’s financial and legal team communicating with each other behind the scenes. We love to tell clients, ‘We talk behind their back, but in a good way!’”

Meet EncorEstate Plans: The Only Estate Planning Platform that Creates High Quality Estate Documents, Funds Them, and Ensures Estate Attorneys are Easily Accessible

As the industry leader in customer service (“the standout leader” in Estate Document Prep according to the Kitces Advisor Productivity Survey and recognized by T3/Inside Information as an “All Star” Estate Planning Software), Encore is proud to team up with eLegacy. This new partnership enables state-specific attorney phone calls and estate document reviews, and provides nearly complete coverage for Encore advisors.

Estate Document Creation Flexibility and Customization

In theory, many mass affluent clients have the same (if not similar) needs when it comes to estate planning. But, being able to customize estate documents to adapt them to your clients' needs is crucial, especially when it comes to beneficiaries. One-size-fits-all estate document templates clearly don't fit all!

Human Review of Every Estate Plan Document

Encore's team of estate planners and paralegals takes five business days (using a 60-point review of every estate plan) to comb through each estate plan and ensure everything is correct and accurately reflects your clients' wishes.

EncorEstate will also answer any and all of your questions about estate planning and or your clients' plans over live chat, phone, and or email at no cost (we don't provide legal advice). Encore's unlimited human estate planner support to advisors is why we consistently score the highest advisor satisfaction ratings in industry surveys like Kitces.com AdvisorTech and Advisor Productivity Surveys, and T3/Inside Information Advisor Technology Survey.

And according to a Reddit user on the CFP sub-Reddit, Encore's "Support is unmatched":

Estate Plan Notarization

EncorEstate provides a one-click option in its software platform to request a mobile notary and witnesses to be sent to your client's house for estate document signing.

Trust Funding

EncorEstate's full-service deed prep and recording ensures your clients' trusts are properly funded with their real estate. Encore's Support Team of estate planners and paralegals will pull the last recorded deed, prepare the deed, and prepare all county-specific documents – even if you’re not an Encore customer.

You nor your clients need to go to the assessor's office and or hunt down various forms because Encore will do it all for you and your clients.

The Bottom Line

If you want to make sure the estate planning experience for your clients doesn't suck, and you want white glove support and estate plan document flexibility and customization along with robust estate analysis, then check out Encore 😄

Get a personalized deep-dive of the Encore platform. We're not trying to win a feature checklist – we want you to kick all the estate planning butt.

And if you're evaluating estate planning software providers alongside Encore, get a deep-dive demo of EncorEstate.