Page 5 - EncorEstate Plans Blog - Estate Planning Insights for Advisors

Learn how to get referrals from estate planning and build another revenue stream for your advisory firm

Podcast

How to Get Referrals from Estate Planning (w/ Yohance Harrison of Money Script Wealth Management)

In this webinar with EncorEstate Plans, Mark Seither of Kingsview Partners shares his tips and insights for how he leverages AI note-taking to expand his service offerings.

Webinar

How AI Note-taking Can Help You Uncover More Assets and Expand Your Practice Into New Service Lines (w/ Mark Seither of Kingsview Partners)

Encore is the

Case Studies

EncorEstate Plans is "The Standout Leader" in Estate Document Prep According to the 2024 Kitces Advisor Productivity Survey

Encore is a 2025 T3/Inside Information “All Star” (for the second year running)

Case Studies

EncorEstate Plans is a T3 "All Star" for the 2nd Year in a Row with Highest Satisfaction Rating

EncorEstate Plans's new standalone deed filing feature makes it easier than ever for clients to properly fund their estate plans.

Announcement

Standalone Deed Filing to Simplify Estate Funding: EncorEstate Plans’s New Feature is Launching this Year

In this webinar with EncorEstate Plans, Daniel Kopp of Wise Stewardship Financial Planning shares his tips and insights for how he integrated estate planning into his financial planning process.

Webinar

How To Integrate Estate Planning Into Your Financial Planning Process (w/ Daniel Kopp of Wise Stewardship Financial Planning)