At EncorEstate Plans, our mission has always been to deliver exceptional service and comprehensive e...

How can financial advisors and WealthTech transform the estate planning experience? Matt Morrisexpla...

Recently, EncorEstate Plans was the topic of an article in WealthManagement.com.

Read the Survey: T3/Inside Information Advisor Software Survey!

“Winning” for Encore isn’t about market share or about social followers. It is all about advisor sat...

Proven tech leader tapped to add services and build infrastructure for the firm’s expanding user bas...

We are thrilled to announce that EncorEstate Plans has been named one of the top startups by Startup...

As professionals, we strive to provide excellent client experiences. No one’s process is perfect. Yo...

Too many estate planning solutions in the marketplace are direct competitors to the trusted advisor....