In this session, we’ll outline how trusts are used as an effective estate planning tool and what cli...

Often we get asked how Encore is different from online retail estate planning software options. Our ...

WealthManagement.com interviews Encore CEO Matt Morris at the T3 advisor technology conference and d...

In today’s fast-paced digital landscape, exceptional customer support is no longer a luxury but a ne...

We are thrilled to announce that EncorEstate Plans has been named one of the top startups by Startup...

This is a free continuing education webinar for CFPs where we’ll talk about the differences between ...

Encore has been working with experienced estate planning attorneys nationwide to create the highest ...

An open letter from clients to their advisors. Dear Advisor,

Tens of millions of estate plans are a disaster waiting to happen.

As professionals, we strive to provide excellent client experiences. No one’s process is perfect. Yo...

Too many estate planning solutions in the marketplace are direct competitors to the trusted advisor....

Irresponsible, Inconsiderate and Ignorant.

Many people have misconceptions around estate planning. We want to clear up the myth that because ad...