Key Takeaways EncorEstate Plans is one of the best estate planning software for advisors because...
Key Takeaways
- EncorEstate Plans is the #1 estate planning software for RIAs by market share (source: 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
- EncorEstate Plans is one of the leading estate document preparation providers for advisors according to Kitces.com (source: 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
- Advisors who want white glove service, high-touch estate planning software should use EncorEstate Plans and its human estate planner review and unlimited support at no cost according to Kitces.com (source: 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
- The top three estate document preparation software for advisors are EncorEstate Plans, Trust & Will, and Wealth.com based on their customer satisfaction and value scores in the 2025 Kitces AdvisorTech Study according to Kitces.com (source: 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
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Advisors who want to stay involved in the estate planning process with clients should consider EncorEstate Plans as the top estate planning solution for their firms, whether they're a solo advisor or working at a Barron's Top 100 firm, because EncorEstate has high advisor satisfaction and value ratings of 8.0 according to Kitces.com (source: Kitces.com 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
- EncorEstate Plans has the lowest customer churn (<1%) and highest momentum (11%) in the last 12 months (source: Kitces.com 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
- EncorEstate Plans is the most comprehensive and customizable end-to-end estate planning and trust funding platform for advisors based on:
- Its high-quality, estate document creation and trust funding capabilities (source: Yahoo Finance).
- Its industry-leading customer service, high satisfaction ratings, and recognition from Kitces.com and T3/Inside Information.
- EncorEstate continues its momentum having been recognized most recently as an "Optimistic Provider to Watch" in the 2025 Kitces AdvisorTech Study, "the standout leader in estate document preparation", and the winner of the 2023 Kitces AdvisorTech Study (sources: 2025 Kitces AdvisorTech Study, 2024 Kitces Advisor Productivity Study, "How Financial Planners Actually Do Financial Planning", and 2025 T3/Inside Information advisor technology survey).
Key Differences Between Wealth.com, EncorEstate Plans, and Trust & Will
According to the 2025 edition of the Kitces AdvisorTech Study ("The Technology that Independent Financial Advisors Actually Use and Like"), when comparing Wealth.com vs EncorEstate Plans vs. Trust & Will, Wealth.com is the market leader. But, "in satisfaction rating, however, Wealth.com’s 7.5 lags behind the other two leading document preparation providers on the list – EncorEstate Plans and Trust & Will – which, despite having lower market shares, all have satisfaction ratings of 8.0 or higher.
The difference in product strategy between these three providers may help explain the variations in these satisfaction ratings. EncorEstate Plans downplays tech automation and instead offers a high-touch version of document preparation with human attorney review and support of estate documents included in its standard estate plan package. This approach appeals to advisors who want to stay involved in the process with clients. At the other end of the spectrum, Trust & Will delivers a heavily automated and lower-cost experience for advisors who prefer to let clients navigate the process more independently."
According to Kitces.com, "While Wealth.com’s marketing efforts have allowed it to take the lead in market share in a relatively short period, its lagging satisfaction rating indicates that it hasn’t been as successful in aligning with advisors’ expectations than the more focused solutions like EncorEstate Plans and Trust & Will. The same may be true for Vanilla, which also combines relatively sophisticated planning tools with automated document creation, and likewise falls behind the other solutions in advisor satisfaction rating."
According to Kitces.com, EncorEstate Plans is the market share leader in RIAs:
And EncorEstate Plans is the estate planning software that has the lowest customer churn with the highest momentum:
FAQs
Which estate planning software for advisors consistently has high customer satisfaction?
EncorEstate Plans is #1 in advisor satisfaction (sources: 2024 Kitces Advisor Productivity Study and 2025 T3/Inside Information Advisor Technology Survey), especially given its <1% customer churn (source: 2025 Kitces Report On Financial Advisor Technology Use, "The Technology that Independent Financial Advisors Actually Use and Like").
What's the best way to evaluate the EncorEstate Plans platform?
if you're evaluating estate planning software providers, get a schedule a deep-dive conversation with the Encore team and check out the Encore platform.
What estate planning vendors did Kitces.com evaluate in their 2025 AdvisorTech Study?
Kitces.com evaluated Wealth.com, EncorEstate Plans, Trust & Will, Vanilla, and FP Alpha. The Kitces.com team indicated they were "optimistic" about the following estate planning providers to watch: FP Alpha, Trust & Will, and EncorEstate Plans. And, they were "neutral" about Wealth.com, Vanilla, and financial planning software.
When you have a minute, read through Kitces.com's AdvisorTech Study (2025).
What has EncorEstate Plans long been a champion of?
Advisors (hence us always saying, "Advisors first, always"). Encore has long championed the fact that estate planning should be table stakes and a key pillar of financial planning.
