EncorEstate Plans

EncorEstate Plans is the #1 estate planning software for RIAs according to the 2025 Kitces AdvisorTech survey. T3 recognized Encore as an "All Star" in Estate Planning Software for the second year running, and Encore is "the standout leader" in Estate Document Prep according to the Kitces Advisor Productivity Survey (2024).

Encore offers advisors:
💚 Human review of every estate plan.
💚 Pay As You Go pricing.
💚 Turnkey deed filing for trust funding.

As a bootstrapped company that started from humble beginnings and a sincere commitment to ensuring every advisor's clients have an estate plan, we're now trusted by 5,500+ advisors at firms like Mission Wealth, Kingsview Partners, Choreo, and Thrivent.

Book a Conversation with EncorEstate Plans
Kick more butt on estate planning with EncorEstate Plans: https://www.encorestateplans.com/demo?utm_source=yteps