EncorEstate Plans

Financial ServicesWashington, United States11-50 Employees

EncorEstate Plans is the most comprehensive and customizable estate planning and trust funding solution for advisors and financial planners. Recognized as "the standout leader" by Kitces.com and an "All Star" the Estate Planning Software category for two years straight by T3 and Inside Information, Encore serves more than 5,500 advisors from firms like Mission Wealth, Kingsview Partners, Modern Wealth Management, Choreo, and Thrivent to end client procrastination on estate planning. EncorEstate maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey (8.3 out of 10) and the T3/Inside Information Advisor Tech Survey (8.47 out of 10). Founded in 2021 by Matt Morris and Matt Pistone, the company is headquartered in Seattle, Washington.

Encore offers advisors:
💚 Human review of every estate plan, guaranteed.
💚 Pay As You Go pricing (no subscriptions required).
💚 Turnkey deed filing for trust funding.

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

We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it's all done under your brand; we'll never compete for your client's attention.

Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present.

Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.

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