--- title: "Streamlining Estate Planning: Insights from Adam Sommers on Enhancing Client Experience | EncorEstate Plans Blog" description: In this episode, Adam Sommers shares a comprehensive look at his workflow for guiding clients through estate planning using the Encore system. He walks us through the initial steps, from sending out an introductory document to setting up the first meeting, and discusses how important it is to address sensitive topics like end-of-life care. --- [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo.svg)](https://www.encorestateplans.com) [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator Calculate your estate planning savings](https://www.encorestateplans.com/roi-calculator) [Customer Stories See how advisors succeed with Encore](https://www.encorestateplans.com/customer-stories) [Contact Sales Get in touch with our team](https://www.encorestateplans.com/contact) [Podcast Listen to estate planning insights](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog Latest articles and news](https://blog.encorestateplans.com/) [Sign In](https://app.encorestateplans.com/login) [Book a Conversation](https://encorestateplans.com/demo) Menu [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator](https://www.encorestateplans.com/roi-calculator) [Customer Stories](https://www.encorestateplans.com/customer-stories) [Contact Sales](https://www.encorestateplans.com/contact) [Podcast](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog](https://blog.encorestateplans.com/) [Book a Conversation](https://encorestateplans.com/demo) [Get Your Free Account](https://app.encorestateplans.com/signup) [Already have an account? Sign in](https://app.encorestateplans.com/login) [Podcast](https://blog.encorestateplans.com/tag/podcast) # Streamlining Estate Planning: Insights from Adam Sommers on Enhancing Client Experience Ian Stuart August 16, 2024 4 min read ## Contents Episode Description: In this episode, [Adam Sommers](https://sommersfinancial.com/our-team) shares a comprehensive look at his workflow for guiding clients through estate planning using the Encore system. He walks us through the initial steps, from sending out an introductory document to setting up the first meeting, and discusses how important it is to address sensitive topics like end-of-life care. Adam also explains how his team assists clients in navigating the estate planning process, including reviewing and signing documents, updating beneficiaries, and even accompanying them to the bank.   As the conversation unfolds, Adam highlights the importance of personal touches, such as providing a detailed binder with color-coded tabs, and the use of multiple vaults for document storage. Adam envisions a future where AI plays a crucial role in scaling advisory services and improving client retention.   Listeners will gain valuable insights into how to make estate planning a more engaging and efficient process, deepening client relationships and ensuring no detail is overlooked.   Key Takeaways: - Introductory Documents: Setting the stage for estate planning by asking clients critical questions about their future. - Client Meetings: Utilizing the Encore system to gather information, review documents, and ensure all details are addressed. - Document Handling: The importance of a well-organized binder with personal touches like a tangible personal property list. - AI in Financial Planning: Adam’s vision of integrating AI into financial planning to identify gaps and prompt necessary actions. - Follow-Up: The significance of follow-up meetings to ensure clients complete essential tasks like renaming accounts or updating beneficiaries. Resources Mentioned: - EncorEstate Plans - RightCapital for Document Vaults - Everplans for Legacy Planning - Encore Knowledge Base for Video Signing Process Find out more about Adam and his firm at [https://sommersfinancial.com](https://sommersfinancial.com/) Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at [info@encorestateplans.com](mailto:info@encorestateplans.com).     Ian Stuart ### Book a Conversation See how EncorEstate can help your firm add estate planning services. [Schedule a Demo](https://encorestateplans.com/demo) ### Stay Updated Get the latest estate planning insights delivered to your inbox. Subscribe ## Keep Learning [![Why Eric Negron and Forefront chose EncorEstate Plans for their clients' estate planning needs](https://blog.encorestateplans.com/hubfs/Eric%20Negron%20Forefront%20Encore%20Case%20Study%20Featured%20Image.jpg)](https://blog.encorestateplans.com/how-to-uncover-more-assets-aum-estate-planning-eric-negron) Podcast ### [How to Uncover $40M in AUM through Estate Planning (w/ Eric Negron of Forefront Wealth Advisors)](https://blog.encorestateplans.com/how-to-uncover-more-assets-aum-estate-planning-eric-negron) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 02, 2025 [![](https://blog.encorestateplans.com/hubfs/Screenshot%202024-02-29%20at%204.33.48%20PM.png)](https://blog.encorestateplans.com/how-to-get-more-revenue-estate-planning-tushar-kumar) Podcast ### [How to Generate $200,000 in Revenue from Estate Planning (w/ Tushar Kumar of Twin Peaks Advisors)](https://blog.encorestateplans.com/how-to-get-more-revenue-estate-planning-tushar-kumar) Ian Stuart · May 02, 2025 [![Learn how to get referrals from estate planning and build another revenue stream for your advisory firm](https://blog.encorestateplans.com/hubfs/How%20to%20Get%20Referrals%20from%20Estate%20Planning.jpg)](https://blog.encorestateplans.com/how-to-get-more-referrals-estate-planning-yohance-harrison) Podcast ### [How to Get Referrals from Estate Planning (w/ Yohance Harrison of Money Script Wealth Management)](https://blog.encorestateplans.com/how-to-get-more-referrals-estate-planning-yohance-harrison) Ian Stuart · May 02, 2025 [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo-light.svg)](https://www.encorestateplans.com) Estate planning software and deed filing service for financial advisors. 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