Reviewed by: Katie Noles, CEP In this article: Do Financial Advisors Handle Estate Planning? Key Ben...

Reviewed by: Katie Noles, CEP In this article: What is Unauthorized Practice of Law (UPL)? For Finan...

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.

An 2nd open letter from financial planning clients Dear Advisor,

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...

Often we get asked how Encore is different from online retail estate planning software options. Our ...

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

Encore has been working with experienced estate planning attorneys nationwide to create the highest ...

An open letter from clients to their advisors. Dear Advisor,

Tens of millions of estate plans are a disaster waiting to happen.

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....