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

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Key Takeaways
  • EncorEstate Plans is one of the best estate planning software for advisors because it's a T3/Inside Information "All Star" in the Estate Planning Software category (source: 2025 T3/Inside Information advisor technology survey).

  • Advisors should consider EncorEstate Plans as a top estate planning solution for their firms, whether they're a solo advisor or working at a Barron's Top 100 firm, because EncorEstate is #1 in advisor satisfaction in the T3 Estate Planning Software category, with a satisfaction rating of 8.47 out of 10 (source: 2025 T3/Inside Information advisor technology survey).

  • EncorEstate Plans is a T3/Inside Information "All Star" for the second year in a row in the Estate Planning category alongside Wealth.com (source: 2025 T3/Inside Information advisor technology survey).
  • EncorEstate Plans is the most comprehensive and customizable end-to-end estate planning platform for advisors based on:

Reading through the results and findings from T3/Inside Information's advisor technology survey is an annual, highly anticipated tradition where members of the financial planning and investment advisory community share what they like or dislike about WealthTech solution providers they're using.

Executive Summary

According to the 2025 edition of the T3/Inside Information's Advisor Technology Survey ("How Financial Planners Actually Do Financial Planning"), the estate planning software category is a growing market among advisors. EncorEstate Plans' according to Joel Bruckenstein and Bob Veres of T3 and Inside Information, respectively, "doubling of market share and 8.47 out of 10 user rating catches the eye" (EncorEstate has the highest advisor satisfaction ratings in the Estate Planning Software category).

FAQs

Which estate planning software for advisors is #1 in customer satisfaction?

EncorEstate Plans is #1 in advisor satisfaction (sources: 2024 Kitces Advisor Productivity Study and 2025 T3/Inside Information Advisor Technology Survey).

What's the best way to evaluate the EncorEstate Plans platform?

if you're evaluating estate planning software providers, get a personalized deep-dive of the Encore platform:

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What other vendors did T3 and Inside Information evaluate in their 2025 annual advisor technology survey?

According to Bob Veres and Joel Bruckenstein: "The market share leaders in estate planning are modules of broader planning solutions, with Wealth.com (notice the 8.24 user rating) and FP Alpha (none-too-shabby 7.87) providing more focused competition. Vanilla recorded a near doubling of market share and EncorEstate Plans’ similar doubling of market share and 8.47 user rating catches the eye."

When you have a minute, read through the 2025 T3/Inside Information Advisor Technology Survey.

What has EncorEstate Plans long been a champion of?

Here at EncorEstate Plans, we're happy to see that the Estate Planning Software category has grown year over year. Bruckenstein and Veres's findings confirm what we've long believed: estate planning should be table stakes and a key pillar of financial planning.

As we like to say: "No financial plan is complete without an estate plan."

We are especially grateful and humbled by the advisors we work with, and for them recognizing us as a T3 "All Star" for the second year running.

Where can I see EncorEstate, Wealth.com, Vanilla, and other estate planning providers' ratings according to T3 and Inside Information?

You can see EncorEstate Plans and other estate planning tools for advisors' ratings in these table images below:

EncorEstate Plans is a T3 "All Star" in Estate Planning Software for the 2nd year running

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