Looking for a simple way to explain EncorEstate Plans to your clients?
This shareable overview highlights our collaborative approach to estate planning, the benefits of working with a financial advisor, and what clients can expect throughout the process.
Download the client-friendly handout below to share directly with clients or include in your welcome and onboarding materials.
Why Financial Advisors Choose EncorEstate Plans
Estate planning has traditionally meant either doing it yourself or hiring an attorney. DIY tools can be affordable but leave clients navigating complex decisions alone. Attorneys provide valuable legal advice, especially for complicated estates, but a traditional engagement may be more than many families need.
EncorEstate Plans offers a middle path: do it with you. It combines accessible technology, guidance from a financial professional, and support from an experienced estate planning team, making the process more collaborative, approachable, and affordable.
More Than Software: Real People Behind Every Plan
Plans are created through the platform and reviewed by a human quality-control team for completeness and consistency. Financial professionals help clients organize information, navigate important decisions, and coordinate signing and next steps.
Optional attorney consultations and document reviews are also available through independent, licensed attorneys when additional legal guidance is needed.
Estate Planning Is More Than Creating Documents
A complete estate plan involves three important steps:
Complete Your Documents: Make important decisions about your assets, loved ones, and trusted decision-makers. The platform generates your estate planning documents, which undergo human quality review before you review and sign them.
Fund Your Plan: Creating a trust doesn't automatically transfer assets into it. Your financial professional can help coordinate property deeds, eligible business assignments, account ownership, and beneficiary designations to align your assets with your estate plan.
Notify and Educate: Help the people you've named as trustees, executors, financial powers of attorney, health care agents, and guardians understand their roles and responsibilities. Organizing important information and planning for future updates can also help your loved ones feel prepared.
The goal isn't just to create documents. It's to complete and fund your estate plan and help the people you trust understand it.
The Right Solution for the Right Client
EncorEstate Plans isn't intended to replace estate planning attorneys. Clients with complex estates, significant estate tax exposure, contested family circumstances, specialized trusts, or other complicated legal needs may be better served by working directly with an attorney.
A qualification process helps determine whether the platform is appropriate. For clients with relatively straightforward needs, EncorEstate Plans offers a practical middle ground between DIY software and a traditional attorney engagement.
It's not about choosing technology over attorneys. It's about finding the right level of support and helping clients move from thinking about estate planning to getting it done.
EncorEstate Plans is not a law firm and does not provide legal advice. Its standard quality review is not an attorney review. Optional legal advice and document review are available separately through independent, licensed attorneys. Financial professionals facilitate the process but do not provide legal advice or independently draft legal documents.