Why Wealthcare's Adam Sommers has been working with Encore since 2020...

For a deeper look at how Adam integrated estate planning into his practice, the results he’s seen, and what other advisors can learn from his approach, click the button below...

Advisor Case Study: When Estate Planning Actually Gets Done

Why 2025 Kitces Advisor TechSurvey shows EncorEstate Plans is RIAs’ #1 choice for estate planning software...

What You Get with EncorEstate Plans’ Platform...

    • 60-point review of each client’s estate plans by an Encore paralegal and estate planner: Yes, we review each and every single estate plan that gets submitted to us! Our Support Team of paralegals and estate planners will run things by you and your clients before anything is signed and notarized to make sure your clients’ wishes are exactly how they want them carried out
    • Core Estate Documents that are good for any of your clients in all 50 states: Power of attorney (POA), advanced health care directives / health care POA, trust-based estate plan, and will-based estate plan.
    • Custom Estate Documents for clients with specific requests and needs (contact Encore’s Support for help with these!): Special Needs Trust provisions, selecting corporate trustees (with their required language), restatements, QDOT language for non-citizens, customizable specific gifts, age-based restrictions, and incentive-based restrictions.
    • In-house Property Deed Filing and Recording for trust funding / re-titling residential property into trusts: Whether you send clients a link to request it themselves or you control the conversation by requesting it from Encore Support Team, we’ll do all the pain in the butt work AND make sure the right deeds are integrated with your clients’ trusts (we don’t do that outsourced deed mill nonsense). We'll pull the last recorded deed, prepare the deed and all county-specific documents, and file it at the county recorder's office.
    • Mobile notary + witness service: Notaries and witnesses (depending on state requirements) for signing estate plans are sent to your client’s house with hard copies + mobile scanner so that clients can just sign and the notary will give you and your clients digital copies of their estate documents. Just order it from the Encore platform for wherever your clients are located.
    • Attorney Partners: Best for clients with complex estate needs and or clients who want an extra layer of review of their estate plans on top of both your review and Encore’s paralegal and estate planner review. Like the rest of the estate planning process, you direct the attorney relationship – not just refer your clients to the attorney – and ensure your clients’ estate needs are taken care of. Encore has attorney partners nationwide whom you can get in touch with for wherever your clients are located.

Get In Touch with Encore’s Support Team...

Call: (509) 215-3688 (Hours: M-F 7am to 4pm PT)

Email: support@encorestateplans.com

Please email the Encore Support Team for assistance with Special Needs Trusts provisions, QDOT language for non-citizens, international assets, and anything else you’re wondering about.

For a demo and deep-dive conversation of the Encore platform, book your personalized demo here.

How to Get Started with Encore...

Follow these three steps:

1. Create your free Encore account (no credit card needed – we don’t charge anything until you submit an estate plan): https://app.encorestateplans.com/login?utm_source=wclp

2. Join an Encore Essentials onboarding meeting with Luke Cook, Director of Customer Success: https://us06web.zoom.us/meeting/register/piwPdL0USzqcvR6Ko7xv2Q. He’ll walk you through all the steps you need to get the most out of Encore, and give you guidance on setting up and or refining your estate planning workflow.

3. Start kicking all the estate planning butt! Even if you start small with sending your clients Encore’s deed filing link to have them put their house into their trust, you’re well on your way to ensuring your clients have completed, signed, and funded estate plans.

EncorEstate Plans Pay-As-You-Go Pricing...

Visual Plan Summary – $150: 

Upload your client's existing estate plan to get a visual summary of the decisions behind their current trust or will. Includes:

    • Custom analysis.
    • Human reviewed.
    • Custom branding.
    • Client deliverable.

Trust-based Estate Plan – $650: 

Create a new revocable living trust for your client or restate their existing Trust. Includes:

    • Disclaimer or A/B trust.
    • Certification of trust.
    • One-page trust summary.
    • Financial / Medical POA.
    • Advanced health care directive.
    • HIPAA release.
    • Pour over will.

Will-based Estate Plan – $400: 

Upload your client's existing estate plan to get a visual summary of the decisions behind their current trust or will. Includes:

    • State-specific will.
    • One-page will summary.
    • Financial / Medical POA.
    • Advanced health care directive.
    • HIPAA release.

Business Assignments – $100:

The purpose of the business assignment is probate avoidance. While the client is living, it does not change how your client operates that business. Upon your client's death, this document would be available to show any business partners or financial institutions that the business interest is an asset of the client's trust.

Deed Prep + Filing – $300*:

Encore will handle the preparation and filing of property deeds, saving your client a trip to the recorder's office to fund their Trust-Based Estate Plan. *Our pricing includes recording fees, which may vary in areas with higher rates.

Powers Only Plan – $125: 

This package includes the following state-specific documents for one person: Power of Attorney for Finances, Advance Health Care Directive/Power of Attorney for Health Care, and HIPAA Release. It's often used for children heading off to college.

Estate Planning Resources for You...

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