--- title: "The Rollout: Captivate Clients with Estate Planning Services | EncorEstate Plans Blog" description: For your estate planning services to make a difference in your revenue, you have to first get them in front of your clients. Matt Morris talks to Tina Powell, Partner & Chief of Community at Intention.ly, and Katie Noles, Certified Estate Planner with Privada Estate and Tax Planning, about the best ways to build hype, communicate effectively, measure marketing success, and more! image: https://blog.encorestateplans.com/hubfs/shutterstock_165450731.webp --- [![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) [Webinar](https://blog.encorestateplans.com/tag/webinar) # The Rollout: Captivate Clients with Estate Planning Services Ian Stuart May 27, 2024 1 min read ## Contents For your estate planning services to make a difference in your revenue, you have to first get them in front of your clients. Matt Morris talks to Tina Powell, Partner & Chief of Community at Intention.ly, and Katie Noles, Certified Estate Planner with Privada Estate and Tax Planning, about the best ways to build hype, communicate effectively, measure marketing success, and more. Get ready for marketing strategies that will revolutionize your practice!     Ian Stuart ### Book a Conversation See how EncorEstate can help your firm add estate planning services. [Schedule a Demo](https://encorestateplans.com/demo) ### Stay Updated Get the latest estate planning insights delivered to your inbox. Subscribe ## Keep Learning [![EncorEstate Plans and Financially Empowered teach you how to better retain your female clients through estate planning](https://blog.encorestateplans.com/hubfs/How%20To%20Better%20Retain%20Female%20Clients%20and%20Grow%20Your%20Advisory%20Business%20-%20Financially%20Empowered%20EncorEstate%20Plans%20Workshop%20Takeaways.jpg)](https://blog.encorestateplans.com/how-to-better-retain-female-clients-grow-your-ria) Webinar ### [How to Better Retain Female Clients and Grow Your RIA: 2025 Guide with Linda Sherman of Financially Empowered](https://blog.encorestateplans.com/how-to-better-retain-female-clients-grow-your-ria) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · August 05, 2025 [![EncorEstate Plans and Money Quotient teach you how to get your clients to stop procrastinating on their estate plans.](https://blog.encorestateplans.com/hubfs/Money%20Quotient%20EncorEstate%20Plans%20Webinar%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/how-to-get-clients-stop-procrastinating-estate-plan) Webinar ### [How To Get Clients to Stop Procrastinating on Estate Plans: 2025 Guide with Derek Hagen of Money Quotient](https://blog.encorestateplans.com/how-to-get-clients-stop-procrastinating-estate-plan) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 30, 2025 [![In this EncorEstate Plans webinar, Eric Negron of Forefront Wealth Partners shares his system for deepening client relationships in choppy markets.](https://blog.encorestateplans.com/hubfs/Asset-Map%20Eric%20Negron%20Legacy%20Letter%20Webinar%20Takeaways%20Featured%20Image.jpg)](https://blog.encorestateplans.com/how-to-deepen-trust-grow-revenue-choppy-markets) Webinar ### [How to Deepen Trust and Grow Your Revenue in Choppy Markets (w/ Eric Negron of Forefront Wealth Partners)](https://blog.encorestateplans.com/how-to-deepen-trust-grow-revenue-choppy-markets) ![](https://blog.encorestateplans.com/hubfs/Encore-Brand-Logo.png) Encore Team · May 19, 2025 [![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) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Ian Stuart", "url" : "https://blog.encorestateplans.com/author/ian-stuart" }, "dateModified" : "2024-07-28T21:52:29.487Z", "datePublished" : "2024-05-27T12:02:23.000Z", "headline" : "The Rollout: Captivate Clients with Estate Planning Services", "image" : [ "https://blog.encorestateplans.com/hubfs/shutterstock_165450731.webp" ], "mainEntityOfPage" : { "@id" : "https://blog.encorestateplans.com/the-rollout-captivate-clients-with-estate-planning-services", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.encorestateplans.com/hubfs/EncorEstate%20Standard%20Logo.png" }, "name" : "EncorEstate Plans" } } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://blog.encorestateplans.com/media-transcripts/168221818172/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://24378566.fs1.hubspotusercontent-na2.net/hubfs/24378566/The%20Rollout.mp4", "dateModified" : "2026-05-29T00:11:09.049Z", "duration" : "PT58M11.911S", "height" : 982, "name" : "The Rollout", "thumbnailUrl" : "https://api-na2.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/168221818172?portalId=24378566&size=medium", "uploadDate" : "2024-05-22T21:02:45.954Z", "width" : 1832 } ```