--- title: Page 2 - 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) [![Estate Planning Checklist to Help Clients Get Their Estate Plans Done](https://blog.encorestateplans.com/hubfs/Estate%20Planning%20Checklist%20to%20Help%20Clients%20Get%20Their%20Estate%20Plans%20Done.jpg)](https://blog.encorestateplans.com/estate-planning-checklist-advisors-help-clients-get-estate-plans-done) [Estate Planning](https://blog.encorestateplans.com/tag/estate-planning) ### [Estate Planning Checklist to Help Clients Get Their Estate Plans Done (2025)](https://blog.encorestateplans.com/estate-planning-checklist-advisors-help-clients-get-estate-plans-done) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · August 10, 2025 [![How to make client estate planning conversations Easy: Turn 529 distribution request meetings into an estate planning conversation](https://blog.encorestateplans.com/hubfs/How%20To%20Make%20Client%20Estate%20Planning%20Conversations%20with%20Easy%20Turn%20529%20Distribution%20Request%20Meetings%20Into%20an%20Estate%20Planning%20Conversation.jpg)](https://blog.encorestateplans.com/how-to-make-client-estate-planning-conversations-easy-turn-529-distribution-request-meetings-into-estate-planning-conversation) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How To Make Client Estate Planning Conversations Easy: Turn 529 Distribution Request Meetings Into an Estate Planning Conversation](https://blog.encorestateplans.com/how-to-make-client-estate-planning-conversations-easy-turn-529-distribution-request-meetings-into-estate-planning-conversation) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · July 23, 2025 [![Learn how to get referrals from estate planning and build another revenue stream for your advisory firm](https://blog.encorestateplans.com/hubfs/How%20to%20Get%20Referrals%20from%20Estate%20Planning.jpg)](https://blog.encorestateplans.com/how-to-get-more-referrals-estate-planning-yohance-harrison) [Podcast](https://blog.encorestateplans.com/tag/podcast) ### [How to Get Referrals from Estate Planning (w/ Yohance Harrison of Money Script Wealth Management)](https://blog.encorestateplans.com/how-to-get-more-referrals-estate-planning-yohance-harrison) Ian Stuart · May 02, 2025 [![How to Start Offering Estate Planning at Your RIA: 2025 Complete Guide, Tips, and Examples from 13+ Financial Advisors to Help You Launch Your Estate Planning Offering](https://blog.encorestateplans.com/hubfs/How%20to%20Start%20Offering%20Estate%20Planning%20at%20Your%20RIA%202025%20Complete%20Guide%2c%20Tips%2c%20and%20Examples%20from%2013+%20Financial%20Advisors%20to%20Help%20You%20Launch%20Your%20Estate%20Planning%20Offering.jpg)](https://blog.encorestateplans.com/start-estate-planning-practice) [Estate Planning Guides](https://blog.encorestateplans.com/tag/estate-planning-guides) ### [How to Start Offering Estate Planning at Your RIA: 2025 Complete Guide, Tips, and Examples from 13+ Financial Advisors](https://blog.encorestateplans.com/start-estate-planning-practice) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · September 19, 2024 [![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. 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