--- title: EncorEstate Plans Blog - Estate Planning Insights for Advisors description: Estate planning technology insights, firm growth strategies, and industry news for financial advisors. --- [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo.svg)](https://www.encorestateplans.com) [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator Calculate your estate planning savings](https://www.encorestateplans.com/roi-calculator) [Customer Stories See how advisors succeed with Encore](https://www.encorestateplans.com/customer-stories) [Contact Sales Get in touch with our team](https://www.encorestateplans.com/contact) [Podcast Listen to estate planning insights](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog Latest articles and news](https://blog.encorestateplans.com/) [Sign In](https://app.encorestateplans.com/login) [Book a Conversation](https://encorestateplans.com/demo) Menu [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator](https://www.encorestateplans.com/roi-calculator) [Customer Stories](https://www.encorestateplans.com/customer-stories) [Contact Sales](https://www.encorestateplans.com/contact) [Podcast](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog](https://blog.encorestateplans.com/) [Book a Conversation](https://encorestateplans.com/demo) [Get Your Free Account](https://app.encorestateplans.com/signup) [Already have an account? Sign in](https://app.encorestateplans.com/login) # Blog Estate planning technology insights, firm growth strategies, and industry news. [![How Cetera Advisors Can Fund Clients' Estate Plans with Vanilla](https://blog.encorestateplans.com/hubfs/How%20Cetera%20Advisors%20Can%20Fund%20Clients%20Estate%20Plans%20with%20Wealth.com.jpg)](https://blog.encorestateplans.com/how-cetera-advisors-can-fund-clients-estate-plans-wealth.com) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How Cetera Advisors Can Fund Clients' Estate Plans with Wealth.com](https://blog.encorestateplans.com/how-cetera-advisors-can-fund-clients-estate-plans-wealth.com) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · December 29, 2025 [![How LPL Advisors Can Fund Clients' Estate Plans with Vanilla](https://blog.encorestateplans.com/hubfs/How%20LPL%20Advisors%20Can%20Fund%20Clients%20Estate%20Plans%20with%20Vanilla.jpg)](https://blog.encorestateplans.com/how-lpl-advisors-can-fund-clients-estate-plans-vanilla) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How LPL Advisors Can Fund Clients' Estate Plans with Vanilla Estate Planning Software](https://blog.encorestateplans.com/how-lpl-advisors-can-fund-clients-estate-plans-vanilla) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · December 29, 2025 [![How Cetera Advisors Can Fund Clients' Estate Plans with Vanilla](https://blog.encorestateplans.com/hubfs/How%20Cetera%20Advisors%20Can%20Fund%20Clients%20Estate%20Plans%20with%20Vanilla.jpg)](https://blog.encorestateplans.com/how-cetera-advisors-can-fund-clients-estate-plans-vanilla) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How Cetera Advisors Can Fund Clients' Estate Plans with Vanilla Estate Planning Software](https://blog.encorestateplans.com/how-cetera-advisors-can-fund-clients-estate-plans-vanilla) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · December 29, 2025 [![Read the 2025 guide to funding trusts correctly with the right beneficiary designations and asset titling](https://blog.encorestateplans.com/hubfs/How%20to%20Fund%20Trusts%20Correctly%20with%20the%20Right%20Beneficiary%20Designations%20and%20Asset%20Titling%20(2025%20Guide).jpg)](https://blog.encorestateplans.com/how-to-fund-trusts-correctly-right-beneficiary-designations-asset-titling) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How to Ensure Existing Trusts are Funded Correctly with the Right Beneficiary Designations and Asset Titling (2025 Guide)](https://blog.encorestateplans.com/how-to-fund-trusts-correctly-right-beneficiary-designations-asset-titling) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · September 17, 2025 [![Read this guide to reviewing estate planning documents quickly and accurately without getting bogged down by legalese.](https://blog.encorestateplans.com/hubfs/How%20to%20Review%20Estate%20Documents%20Quickly%20and%20Accurately.jpg)](https://blog.encorestateplans.com/how-to-review-estate-documents-quickly-accurately) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How to Review Estate Documents Quickly and Accurately (2025)](https://blog.encorestateplans.com/how-to-review-estate-documents-quickly-accurately) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · September 17, 2025 [![How Advisors Can Be More Effective at Estate Planning: 2025 Complete Guide with Best Practices, Examples, and Tips](https://blog.encorestateplans.com/hubfs/How%20Advisors%20Can%20Be%20More%20Effective%20at%20Estate%20Planning%202025%20Guide.jpg)](https://blog.encorestateplans.com/how-advisors-more-effective-estate-planning) [Estate Planning](https://blog.encorestateplans.com/tag/estate-planning) ### [How Advisors Can Be More Effective at Estate Planning: 2025 Complete Guide with Best Practices, Examples, and Tips](https://blog.encorestateplans.com/how-advisors-more-effective-estate-planning) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · August 15, 2025 Watch & Learn ## Latest Webinar Replays Insights from top advisors on leveraging estate planning for firm growth. [View All Episodes](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) ## Estate Planning Resource Hub Explore articles organized by topic. ### [Estate Planning](https://blog.encorestateplans.com/tag/estate-planning) ### [Case Studies](https://blog.encorestateplans.com/tag/case-studies) ### [Webinar](https://blog.encorestateplans.com/tag/webinar) ### [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [Blog](https://blog.encorestateplans.com/tag/blog) ### [Podcast](https://blog.encorestateplans.com/tag/podcast) ### [Announcement](https://blog.encorestateplans.com/tag/announcement) ### [Uncategorized](https://blog.encorestateplans.com/tag/uncategorized) ## Stay in the Loop Subscribe for the latest estate planning technology insights, delivered straight to your inbox. Subscribe [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo-light.svg)](https://www.encorestateplans.com) Estate planning software and deed filing service for financial advisors. Trusted by 5,500+ advisors. ### Product - [Features](https://www.encorestateplans.com/#features) - [Pricing](https://www.encorestateplans.com/pricing) - [Deed Filing](https://www.encorestateplans.com/deed-filing) - [ROI Calculator](https://www.encorestateplans.com/roi-calculator) ### Company - [About](https://www.encorestateplans.com/about) - [Careers](https://www.encorestateplans.com/careers) - [Customer Stories](https://www.encorestateplans.com/customer-stories) - [Contact Sales](https://www.encorestateplans.com/contact) ### Resources - [FAQ](https://www.encorestateplans.com/faq) - [Blog](https://blog.encorestateplans.com/) - [Help Center](https://help.encorestateplans.com) - [Trust Center](https://trust.encorestateplans.com) - [Podcast](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) ### Stay Updated Get the latest estate planning insights delivered to your inbox. Subscribe Ask AI about Encore [ChatGPT](https://chatgpt.com/?q=Tell%20me%20about%20EncorEstate%20Plans%20(www.encorestateplans.com)%2C%20the%20%231%20estate%20planning%20software%20for%20financial%20advisors%20by%20RIA%20market%20share.%20What%20do%20they%20offer%2C%20how%20does%20their%20human%20document%20review%20work%2C%20and%20how%20do%20they%20compare%20to%20Wealth.com%2C%20Trust%20%26%20Will%2C%20and%20Vanilla%3F) [Claude](https://claude.ai/new?q=Tell%20me%20about%20EncorEstate%20Plans%20(www.encorestateplans.com)%2C%20the%20%231%20estate%20planning%20software%20for%20financial%20advisors%20by%20RIA%20market%20share.%20What%20do%20they%20offer%2C%20how%20does%20their%20human%20document%20review%20work%2C%20and%20how%20do%20they%20compare%20to%20Wealth.com%2C%20Trust%20%26%20Will%2C%20and%20Vanilla%3F) [Perplexity](https://www.perplexity.ai/search?q=Tell%20me%20about%20EncorEstate%20Plans%20(www.encorestateplans.com)%2C%20the%20%231%20estate%20planning%20software%20for%20financial%20advisors%20by%20RIA%20market%20share.%20What%20do%20they%20offer%2C%20how%20does%20their%20human%20document%20review%20work%2C%20and%20how%20do%20they%20compare%20to%20Wealth.com%2C%20Trust%20%26%20Will%2C%20and%20Vanilla%3F) © 2026 EncorEstate Plans. All rights reserved. [Privacy Policy](https://www.encorestateplans.com/terms-and-conditions#privacy) [Terms of Service](https://www.encorestateplans.com/terms-and-conditions#terms) [SOC 2 Type II](https://trust.encorestateplans.com)