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

New Feature Launching Later This Year Will Eliminate Deed Filing Procrastination for Clients

Liberty Lake, Washington / March 5, 2025 / EncorEstate Plans, the most popular estate planning software for financial advisors recognized again by T3/Inside Information as an “All Star” Estate Planning Software with the highest average user rating (8.47 out of 10), is launching a new standalone deed filing feature later this year, making it easier than ever for clients to properly fund their estate plans.

While EncorEstate Plans has always done this for new documents that are created within the platform, Encore is extending these services to clients of advisors who have existing trusts that have never had real estate funded into the trust. Advisors will be able to leverage these capabilities even if they haven’t used Encore to create the original estate planning documents.

According to Matt Morris, CEO of EncorEstate Plans:

“Think of a trust as a safe: as you do with a safe, you fill a trust with things you want your trustee to be in control of. The benefit of avoiding probate is lost when real estate is not titled in the name of the trust. With our new standalone deed filing feature, we’re making it easier than ever to overcome procrastination and ensure existing estate plans are properly funded. If clients already have the safe, Encore can help them put the appropriate things inside.”

No More Deed Filing Procrastination

Many clients are happy to be done with the estate planning process once the documents are created and signed. Even if a deed is prepared, they still must go to the county to record it. And once again, procrastination ensues. Advisors are uniquely positioned to uncover this gap in their clients’ existing plans, and in partnership with Encore, they can finally close it.

For more information, visit encorestateplans.com or contact EncorEstate Plans directly.

About EncorEstate Plans

EncorEstate Plans is the most popular estate planning software for financial advisors. T3/Inside Information recognized Encore again as an “All Star” Estate Planning Software with the highest average user rating (8.47 out of 10) and Encore is #1 in Estate Document Creation according to Kitces AdvisorTech Study.

As a bootstrapped company that started from humble beginnings and a sincere commitment to ensuring every advisor's clients have an estate plan, Encore is now trusted by 3,000+ advisors at firms like Kingsview Partners, Choreo, and Thrivent.

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marketing at encorestateplans dot com

Contact Information
Victor at Encore
marketing at encorestateplans dot com