Key Takeaways To properly fund a trust-based estate plan with Vanilla estate planning software, you'...

Professional and corporate trustee services are easy to find. Major banks are commonly the sources m...

Key Takeaways Wealth.com does not allow clients to properly fund their trust (source: Wealth.com cus...

With every financial plan now needing an estate plan, finding the right estate planning software for...

Key Takeaways The top three estate planning solutions for advisors that should be at the top of your...

Here are conversation starters and jokes that advisors and financial planners can use when bringing ...

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

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 ...