Key Takeaway: EncorEstate Plans is one of the best estate planning software for advisors because...
Key Takeaway: 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: T3/Inside Information 2025 Advisor Technology Survey).
Why advisors should consider EncorEstate Plans as a top estate planning solution for their firms (source: T3/Inside Information 2025 Advisor Technology Survey):
- EncorEstate Plans is #1 in advisor satisfaction in the 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).
- Similarly, EncorEstate Plans was recognized as "the standout leader" in the Estate Document Preparation category (source: 2024 Kitces Advisor Productivity Study, "How Financial Planners Actually Do Financial Planning").
- EncorEstate Plans doubled market share year-over-year (source: 2025 T3/Inside Information advisor technology survey).
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.
According to the 2025 T3/Inside Information advisor technology survey, the estate planning software category's market penetration grew to 43.28% - up from 2024's 39.32%:
Here at EncorEstate Plans, we're happy to see that the Estate Planning Software category has grown YoY. 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.
EncorEstate Plans doubled market share YoY and earned an 8.47 user satisfaction rating (the highest in the Estate Planning Software category).
See what all the fuss is about via a personalized deep-dive demo of the Encore platform:
And when you have a minute, read through the 2025 T3 survey results:
If you're evaluating estate planning software providers, check out the full table of vendors by Market Share and User Satisfaction rating and request a personalized demo of EncorEstate Plans:
According to the survey:
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